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Senior Business Analyst, Data Analytics & CPM

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Raymond James

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Location:
United States , St Petersburg, Florida

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Under limited supervision, specialized knowledge and skills obtained through training and experience to provide administration and support for the accounting systems and applications.

Job Responsibility:

  • Provide guidance, drive business transformation and strategic change, and create value by driving initiatives that reinvent the core of the business
  • Partner across the enterprise to introduce, enable, and adopt transformation methodologies and concepts within the product model
  • Model effectively—with deep understanding—agile execution, change management, and transformation advocacy across the business
  • Specialize in scaling transformation efforts across the organization, often leading multiple initiatives
  • Help more traditional companies transform to be product- or customer-led
  • Provide administration and support for the accounting systems and applications
  • Participate in the development and delivery of training curriculum to educate users on system functionalities and best practices
  • Support projects and establishes requirements to meet the information and process needs of the organization related to the business area
  • Acts as liaison to the business areas and systems users
  • Supports project teams for special projects which may impact multiple business units and oversees with business process improvements, many of which will have significant financial impact on the entire company
  • Performs and manages varied work that is difficult in character requiring evaluation, originality and ingenuity
  • Resolves or recommends solutions to complex problems
  • Supports, maintains, troubleshoots complex issues and administers the primary software systems for the business area
  • Develops SME/expert proficiency in 1-2 business area systems to address technical requests by super users and IT
  • Coordinates/manages the testing of patches, fixes and upgrades to business systems via the standard testing path of Development, QA and Production, while working with impacted business users to complete thorough UAT and cradle-to-grave testing
  • Development of training curriculum and training materials for existing and new functionality including leading training sessions for the purpose of empowering our business partners to better use the systems and tools available to them
  • Ensure data integrity across financial systems through regular reviews and reconciliations
  • Support the month-end close process and other accounting functions by maintaining accurate and reliable data flows
  • Works closely with the Information Technology department, application vendors, and managed-service partners to resolve technical and system issues
  • Leads cross-functional project teams for system upgrades and enhancements including the development, testing, and implementation of new functionality within the system
  • Partner with Finance, IT, and other departments to align on system and process requirements, gather feedback, and develop solutions that meet cross-departmental needs
  • Serve as the accounting systems expert to support business initiatives
  • Leads requirements gathering, user acceptance testing, documentation and hypercare
  • Trains and mentors lower-level associates and interns
  • Perform other duties and responsibilities as assigned

Requirements:

  • OneStream, Hyperion (HFM), or other CPM system experience strongly preferred
  • Strong knowledge of financial processes, including experience with financial reporting, financial close, consolidations, and FP&A
  • Bachelor’s degree with technical or business specifications and three (3) to five (5) years’ experience including any combination of the following: systems administration, technical customer support, application administration, software development, project management, technical consulting, software upgrade/implementation, technical analysis, general finance or accounting
  • Any equivalent combination of experience, education, and/or training approved by Human Resources
  • OneStream, Hyperion (HFM), or other CPM system certifications
  • Strong knowledge of financial processes, including experience with financial close, consolidations, financial reporting, and FP&A
  • Principles, practices, and procedures of internal systems and processes
  • Project Management processes and procedures
  • Business Process Improvement Processes and Procedures preferred
  • Skill in Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases at an intermediate level
  • Keyboard/typing and 10-dey data entry
  • Strong analytical and problem skills sufficient to recognize and detect work errors and correct them or offer resolution
  • Strong detail-orientation
  • Ability to Plan, organize, manage, and track multiple detailed work assignments with constantly changing priorities and close deadlines in a fast-paced work environment
  • Constructively work under stress and pressure and produce a high volume of assignments using strong organizational and time management skills to meet deadlines
  • Be self-motivated with strong sense of creativity and ability to work independently with confidence
  • Provide excellent customer service to internal customers and foster team cohesiveness, cooperation and effectiveness within the team and across the organization
  • Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels
  • Think logically to analyze and solve business problems
What we offer:
  • medical, dental, and vision
  • life insurance
  • critical illness insurance and accident insurance
  • disability benefits
  • retirement savings
  • paid time off (including vacation, holidays, and sick leave)
  • and parental leave

Additional Information:

Job Posted:
April 14, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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