Manager – Liquidity Management & Governance
| Company | Raymond James Financial |
|---|---|
| Location | St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s Degree, preferably with a major in Finance or a related field
- Minimum of five (5) years of experience
- Experience with Bank Holding Company requirements preferred
- Specific subject matter expertise regarding area of responsibility and a solid business understanding of Raymond James products and services
- Financial analysis concepts, practices, and procedures
- Fundamental concepts of financial markets
- Financial risk management and mitigation strategies to support sound financial planning
- Regulatory expectations for Large Financial Institutions (LFI)
- Ability to gather and analyze financial information to identify key trends, risks, and insights
- Ability to use Excel for financial modeling, data manipulation, and creating financial forecasts
- Ability to leverage technologies like Excel and Business Intelligence tools for forecasting and reporting
- Ability to communicate effectively, both orally and in writing, across all organizational levels
- Ability to make independent decisions and solve complex problems
- Ability to partner with other functional areas to accomplish objectives
- Ability to proactively address issues and develop solutions
- Ability to reengineer existing processes and implement process improvement initiatives
Responsibilities
- Assists finance leadership with planning and executing strategic initiatives, with a focus on delivering timely, accurate, and insightful materials to senior management, the Liquidity Working Group, RJF Asset Liability Committee (RJF ALCO), and RJF Board
- Develops maintains the firm’s Contingency Funding Plan; tests and runs activation simulations on the firm’s Contingency Funding Plan
- Supports the annual updates to the Liquidity Policy and Contingency Funding Plan, including refresh of liquidity goals and targets
- Monitors and reports on liquidity levels against targets/goals. Assists with execution of liquidity actions in line with strategy
- Stays abreast of evolving regulatory requirements
- Leads responses to requests from Risk Management, Internal Audit, and regulators
- May be responsible for the oversight and management of direct reports
- Identifies and recommends process improvements to increase efficiency in analyzing financial information
- Assists in training others
- Performs other duties and responsibilities as assigned
Preferred Qualifications
- Experience with Bank Holding Company requirements preferred