Job Description Summary
Job Description
Under general supervision, uses knowledge and skills obtained through experience and training to support Finance department initiatives, operational improvement efforts, AI enablement activities, and enterprise project execution across financial reporting, controllership, and related finance functions.
This role serves as a key partner in advancing Finance priorities related to financial reporting, close execution, process governance, data quality, technology enablement, and business transformation.
Working closely with Finance leadership and cross-functional stakeholders, the role helps identify process pain points, assess root causes, evaluate business impacts, and recommend practical solutions.
The position plays an active role in identifying opportunities to improve processes, leverage technology, and enhance organizational efficiency.
The ideal candidate is highly organized, adaptable, and solutions -oriented, with the ability to balance strategic thinking and tactical execution.
Essential Duties and Responsibilities
Partners with business leaders, technology teams, and risk partners to support AI governance, adoption, and operational alignment.
Supports operational priorities across Finance, including financial reporting, close, controls, data, reconciliation, and process improvement workstreams.
Identifies , tracks, and escalates key risks, issues, dependencies, reporting impacts, and operational considerations.
Collaborates with stakeholders to gather requirements, define deliverables, monitor progress, and drive accountability across initiatives.
Operational Improvement & Innovation
Identifies opportunities to improve financial reporting processes, operational efficiency, communication, and workflows through optimization, automation, and AI-enabled capabilities.
Recommends improvements to reporting, tracking, documentation, reconciliation, and workflow processes.
Stakeholder Engagement & Leadership Support
Finance Department & Organizational Support
Contributes across financial reporting, controllership, operations, technology enablement, process governance, and transformation efforts.
Maintains awareness of Finance priorities, enterprise initiatives, regulatory considerations, industry trends, and emerging technologies.
Knowledge, Skills, and Abilities
Operational improvement, process optimization, change management, and organizational effectiveness concepts.
Business operations, stakeholder engagement, cross-functional collaboration, and reporting practices.
Risk management principles, governance frameworks, internal controls, and reporting controls preferred.
Financial reporting, accounting operations, close processes, financial services operations, products, and regulatory environments preferred.
Education
Bachelor’s: Accounting, Bachelor’s: Business Administration
Work Experience
General Experience - 3 to 6 years
Certifications
Travel
Less than 25%
Workstyle
Hybrid
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include 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. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
