Job Information
Raymond James Financial, Inc. Senior Manager, Financial & Regulatory Reporting - RJ Trust in Saint Petersburg, Florida
Essential Duties and Responsibilities
Review financial performance results, analyze variances to budget, and provide actionable insights to executive leadership.
Lead the execution of capital and liquidity risk management strategies in alignment with regulatory requirements and internal risk appetite.
Oversee the preparation and submission of regulatory reports (e.g., FFIEC) ensuring accuracy, timeliness, and compliance.
Implement capital planning strategies, including internal capital adequacy assessments and contingency funding plans.
Prepare short- and long-term liquidity projections to support proactive financial planning, while continuously monitoring liquidity positions and key risk indicators (KRIs) to ensure alignment with risk appetite and regulatory expectations.
Manage business unit-level liquidity forecasting and stress testing initiatives, including the preparation of scenario models and thorough documentation of underlying assumptions and methodologies to support informed decision-making and risk mitigation.
Identify and implement process improvements to enhance efficiency, accuracy, and control in capital, liquidity and financial/regulatory reporting functions.
Lead the Capital Planning Committee (CPC) with analysis, reporting, and recommendations.
Participate in strategic planning and analysis and special projects.
Manage and execute on the annual budgeting process aligning with strategic business goals.
Identify opportunities and implement process improvements, as appropriate.
Partner with the Office of Oversight & Control to conduct market benchmarking and peer analysis.
Collaborate with IT, Operations, and other departments on firm-wide initiatives impacting financial and regulatory reporting.
Maintain strong communication with business units to assess the financial impact of new products, contracts, or operational changes.
Perform other duties and responsibilities as assigned.
Knowledge of
Company’s working structure, policies, mission, and strategies.
Advanced accounting concepts, practices and procedures.
Statistical Modeling and Methods
Controls and implementation of controls as they relate to financial and regulatory reporting
Skill in
Reviewing, interpreting and analyzing financial statements.
Preparing management reports.
Promoting effective coordination between department and other functional areas.
Interpreting and applying policies and procedures.
Establishing departmental objectives.
Strong analytical and financial modeling skills, including experience with stress testing and scenario analysis.
Excellent communication and leadership skills, with the ability to influence across functions and levels
Ability to
Plan, assign, monitor, review, evaluate and lead the work of others.
Establish and communicate clear directions and priorities.
Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.
Implement changes to standard procedures when required by specific situations and circumstances.
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels to accomplish objectives.
Establish and communicate clear directions and priorities.
Explain or clarify financial and regulatory information to all levels of management.