Financial Systems Analyst

Job Summary

Under limited supervision, uses specialized knowledge and skills obtained through training and experience to provide administration and support for the business areas systems and applications. Lead 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. Leads project teams for special projects within the business area and oversees with business process improvements. Performs and manages varied work that is difficult in character requiring evaluation, originality and ingenuity. Resolves or recommends solutions to complex problems.

Essential Duties And Responsibilities

• Perform system reconciliations and research out of balances.
• Project lead for cross departmental upgrades and implementations across systems and on complex issues.
• Coordinates/Manages the promotion of patches, fixes and upgrades to business systems via the standard testing path of Development, QA and Production.
• 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
• Works closely with the Information Technology department.
• Consults with the business area management team to identify opportunities for business process improvements and initiates process improvements, where feasible, throughout supported areas within the firm.
• Generates project proposals for managerial review, implements approved proposals, documents and trains users and supports implemented processes.
• Manages requirements gathering, project plan preparation, coding, user acceptance testing, documentation and implementation.
• Creates Support complex reporting for the business area using SQL.
• May train new users on applicable systems and mentors lower level associates and interns.
• Performs other duties and responsibilities as assigned.

Knowledge of

• Principles, practices, and procedures of internal systems and processes.
• Project Management processes and procedures.
• Business Process Improvement Processes and Procedures.

Skill in

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases at an intermediate level.
• Data analytics and reporting
• Strong analytical and problem solving skills sufficient to recognize and detect errors and 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.
• Promote team cohesiveness, cooperation and effectiveness.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Think logically and to analyze and solve problems.

Education/Previous Experience

• Bachelor’s degree with technical or business specification and preferred 2 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.
• OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
• Accounting and financial system knowledge preferred

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Information Technology

Work Experience

General Experience - 7 to 12 months

Travel

Less than 25%

Workstyle

Hybrid

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.