Associate Financial Analyst - RJ Bank

Job Summary

Job Summary

Under general supervision, uses knowledge and skills obtained through education and experience to perform data analysis, develop financial models, and produce dynamic reporting to address a variety of business opportunities. Develops algorithms and use analytic and reporting tools to develop and evaluate a broad spectrum of analytics for large data sets.

Essential Duties and Responsibilities

Essential Duties and Responsibilities

• Develops financial models and reporting to predict, quantify or forecast various operational and performance metrics.

• Performs data analysis and develops algorithms and computational solutions as necessary to support the business.

• Performs data management and reporting of product performance data including utilization rates, commission rates, forecast models, and progress toward goals.

• Provides support when implementing results and ongoing business processes.

• Ensures data quality and reliability and provides feedback to business process owners and to the IT department.

• Observes current systems and process, interacting with the appropriate teams.

• Utilizing a variety of sources, collects, and analyzes information to support modeling and analysis.

• Collaborates with leadership to identify, define, and solve a variety of problems and supports various corporate initiatives.

• Assists in the preparation of management reports defining the problem; documents the analysis and recommends courses of action in order to determine the best outcome.

• Performs other duties and responsibilities as assigned.

Qualifications:

Knowledge, Skills, and Abilities

Knowledge of

• Basic knowledge and demonstrated experience of financial models and data visualization methods.

• Basic knowledge of large relational databases, and SQL programming.

• Basic knowledge and familiarity with data mining and visualization tool

Skill in

• Superior skills with Excel, SQL, Access, Tableau, Qlik, PowerPoint, and statistical analysis packages.

• Simplify and present time series and cross-sectional data.

• Read, analyze, and interpret common scientific and technical journals and financial reports.

Ability to

• Ability to respond to common inquiries or complaints from customers.

• Define problems, collect data, establish facts, and draw valid conclusion

• Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

• Communicate effectively, both orally and in writing with internal customers and other IT professionals.

• Work independently as well as collaboratively within a team environment.

• Provide a high level of customer service.

• Establish and maintain effective working relationships with others.

Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor's degree in Business Analytics, Computer Science, MIS, Mathematics, Finance, Statistics, or related discipline with zero (0) to two (2) of experience.

• OR ~

• An equivalent combination of education, training, or experience.

Licenses/Certifications

Licenses/Certifications

• None required

Travel

Travel Required

Travel Required: No

Raymond James Guiding Behaviors

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 outcome

• 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