Job Description

Job Summary

Director, Investor Relations and Financial Planning and Analysis (FPA) will play an integral role in developing, implementing, and managing Raymond James’ investor relations and financial planning and analysis functions. Under general direction, this professional will manage and direct the preparation of quarterly and annual earnings reporting, along with firm-wide budget, forecasting and long-range planning. The Director will provide financial, strategic, and analytical support to corporate leadership and stakeholders. This position reports to the Senior Vice President, Investor Relations Financial Planning and Analysis.

Essential Duties and Responsibilities

Partner closely with SVP, IR and FPA to manage and strengthen firm relationships with financial community, including existing and targeted prospective investors and sell-side analysts.

Maintain and execute plan for investor meetings, including 1x1 meetings, conferences, and investor days.

Develop, implement, and manage core FPA responsibilities including budgeting, forecasting, and long-range planning.

Analyze financial data (budgets, income statements, forecasts, etc.) and regularly perform variance and sensitivity analysis.

Manage presentations and additional support materials used by senior management in a variety of investor-related settings. Work closely with financial reporting, strategy, legal, corporate communications, and businesses to prepare materials.

Develop and execute internal and external communication strategies for quarterly earnings, annual budget, forecasting and long-range planning.

Communicate effectively, both orally and in writing, with all organizational levels, including senior management and external stakeholders.

Understand and report on financial results compared to analysts’ expectations on a quantitative and qualitative basis. Maintain a deep understanding of detailed consensus models and analyze significant variances between external and internal expectations.

Direct analyst on team to support primary responsibilities

Support preparation of monthly and quarterly reports, earnings releases, presentations, and executive scripts.

Manage key FPA functions by working closely with internal finance partners to streamline and enhance our budgeting and long-range forecasting process.

Monitor relevant developments in the sector, not limited to, competitor earnings and news, product announcements, regulatory developments that potentially impact firm.

Draft quarterly competitive summary to provide key trends and developments across the industry to firm executives and board of directors

Manage the multi-year transition process to new financial system for budgeting and forecasting.

Proactively assess and drive improvements in the various FPA processes, tools, and systems to drive greater efficiency and effectiveness.

Perform other duties and responsibilities, as assigned.

Knowledge of

Raymond James Financial business, strategy, and culture.

Advanced understanding of PL, balance sheet and cash flow statements.

Advanced understanding of financial modeling and forecasting.

Advanced concepts, principles, and practices of finance and accounting.

Current financial market and economic events.

Skill in

Utilizing complex quantitative modeling and analysis to interpret financial data and identify trends.

Advanced skills with Microsoft Office Suite, especially Excel and PowerPoint.

Approaching work with a collaborative mindset.

Exceptional organizational abilities and keen attention to detail and accuracy.

Interpersonal communication sufficient to interact with associates at all levels.

Ability to

Self-start, be proactive and intellectually curious, and seek out projects independently.

Communicate effectively, both orally and in writing, with all organizational levels, including senior management and external stakeholders.

Effectively manage complex projects by aligning and partnering with constituents from across the firm to accomplish objectives.

Manage, mentor and lead others.

Identify training needs and develop subordinates.

Ability to prepare management reports in a format that can be quickly reviewed and understood by management.

Maintain highest level of discretion in dealing with confidential information.

Exhibit professionalism and be around senior management.

Education/Previous Experience

Bachelor’s degree (B.A) in finance, economics, accounting, or business-related degree

Minimum 10 years finance-related experience

Any equivalent combination of experience, education and/or training approved by Human Resources.

CPA not required

Education

Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance

Work Experience

General Experience - More than 15 years

Certifications

Certified Public Accountant (CPA) - Boards of Accountancy (NASBA)

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.

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