Sr. Analyst – Investor Relations and Financial Planning and Analysis
| Company | Raymond James Financial |
|---|---|
| Location | St. Petersburg, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Deep understanding of financial statements and financial modeling.
- Exceptional organization skills and keen attention to detail and accuracy.
- Advanced skills with Microsoft Office Suite, especially Excel and PowerPoint.
- Strong communication skills including written, verbal, listening and presentation development.
- Bachelor’s: Accounting, Bachelor’s: Economics, Bachelor’s: Finance
- General Experience – 3 to 6 years
Responsibilities
- Develop and regularly update presentation materials used by senior management in a myriad of investor-related settings.
- Analyze financial data (quarterly reports, budgets, forecasts, etc.) and regularly perform variance and sensitivity analysis.
- Track analysts’ expectations on a quantitative and qualitative basis and highlight significant variances between external and internal expectations. Maintain detailed consensus models.
- Support mid-year and annual budget process including workforce planning.
- Work cooperatively with other internal business partners to create quarterly earnings materials used by senior management to support strategy and messaging when communicating to analyst and investor community.
- Collect relevant data required and assist in preparation of financial communications related to quarterly and annual reporting, investor and Board presentations.
- Maintain IR’s contact database on a timely manner and deliver periodic reporting to measure the effectiveness of firm’s investor relations program.
- Track, monitor and analyze performance metrics of industry peer group and support competitive analysis activities.
- Understand and track proxy voters and institutional investor guidelines key governance issues.
- Support the process of organizing and developing content for annual Investor Day event.
- Maintain the accuracy and timely update of Investor Relations website.
- Manage various logistical aspects of quarterly earnings process.
- Review, evaluate and implement process improvements, as appropriate.
- Perform other duties and responsibilities, as assigned.
Preferred Qualifications
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No preferred qualifications provided.