Director, PCG Finance Project Management
Company: Raymond James Financial Incorporated
Location: Saint Petersburg
Posted on: August 4, 2022
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Job Description:
Job SummaryUnder limited supervision, uses specialized knowledge
and skills obtained through training and experience to assist SVP
PCG Finance, supportingbusiness finance activities, including high
level analysis and support for various finance initiatives.
Represent PCG Finance inPCG Domestic wide projects including
establishing requirements to meet information and process needs
related to PCG Finance. Represents PCG on various working teams
(IT, Operations, Corporate Finance, Cash and Lending). Leads
project teams for special projects within PCG or other
Operations/IT areas on projects that impact PCG Domestic including
implementation and change management of new or existing process
improvements. Performs and manages varied work that is difficult in
character requiring evaluation, originality and ingenuity to
locate, select, apply and justify appropriate action for situations
and circumstances that require a deviation from standard
procedures. Resolves or recommends solutions to complex
problems.Essential Duties and Responsibilities---Leads projects and
has decision- making authority for implementing policy, processes
and system changes for complex projects impacting PCG
Domestic.---Team lead for cross- departmental implementations of
policies across systems and on complex issues.---Leads requirements
gathering, project plan preparation, user acceptance testing,
documentation and implementation.---Generates project proposals for
managerial review including presentations to PCG senior management,
lead implementation of approved proposals, documents and trains
users and supports implemented processes.---Coordinates user
testing related to the implementation of new systems for
compensation and financial reporting.---Responsible for ensuring
department systems & procedures meet audit (SOX, FLSA, etc.)
standards.---Detailed review through completion of PCG P and
contribution reports, managing the timing of the critical closing
process. Responsible for the accuracy of the division's financial
results, and subsequent reporting to DDs, RDs and BMs.---Represent
PCG in firm level discussions on fair and appropriate allocation
methodologies of major expenses such as Operations, IT and all PCG
Support areas to all business units, including reporting to DDs,
RDs and BMs on these items.---Responsible for delegation and
oversight of team on various other PCG projects including Contract
Management, Termed Advisor Collections, MF and Variable Annuity
compensation, and Expense Manager/Accounts Payable expense
reimbursements.---Maintain profitability models for branch and
advisor level decision making by DD, RM and BMs ensuring accuracy
of the data and compliance with Model Risk Management
guidelines.---Ensure policy adherence to protect the P by managing
ongoing review process with our branches on specific revenue
generating areas, such as margin and SBL discounting and hard coded
accounts.---Leads coordination and communication of policy changes
on various topics such as taxation, compensation policies, internal
and external audits, regulatory items (eg DOL)---Lead process
improvement efforts for PCG Domestic, evaluating procedures,
processes and r system recommending improvements and enhancements,
and leading training for internal and external
associate---Coordinate and lead training and development activities
for PCG Finance.Qualifications:Knowledge, Skills, and
AbilitieKnowledge of---The relationships between Human Resources,
Business Units and Payroll.---Functional, operational and technical
requirements of assigned project(s).---Concepts of risk management,
issue tracking, change management and requirements
gathering.---Business planning and analysis.---More complete
awareness of the business context of a technical solution,
including understanding overall organizational strategy, how the
project fits in, the political context, and the various
stakeholders.Skill in---Operating standard office equipment and
using required software applications to produce correspondence,
reports, electronic communication, spreadsheets, and databases at
an intermediate level.---Strong analytical and problem-solving
skills sufficient to analyze system and business processes for
efficiency and recommend technical and non-technical
improvements.---Strong detail-orientation.Ability to---Plan,
organize, manage, and track multiple detailed work assignments with
constantly changing priorities and close deadlines in a fast-paced
work environment.---Constructively work under stress and pressure
and produce a high volume of assignments using strong
organizational and time management skills to meet
deadlines.---Consult with business units on complex compensation
calculations and system needs. (ie.. new products or
acquisitions)---Maneuver within unique systems to handle complex
compensation setup and calculations.---Communicate effectively,
both orally and in writing with highly complex clients.---Be
self-motivated with strong sense of creativity and ability to work
independently with confidence.---Promote team cohesiveness,
cooperation and effectiveness.---Take personal ownership of issues,
following through to issue resolution.---Use appropriate
interpersonal styles and communicate effectively, both orally and
in writing, with all organizational levels.---Think logically to
analyze and solve problems.---Organize, set agendas and lead
meetings.---Focus on root cause analysis of client
issues.---Analyze a business process within a functional area and
derive business requirements to satisfy a general
request.---Actively communicate technical and business aspects of
work efforts to team members.Educational/Previous Experience
RequirementEducation/Previous Experience---Bachelor's Degree in a
related field and a minimum of ten (10) years of relevant
experience in financial services industry, including a minimum of
two (2) years of Program Management experience
required.----or----Any equivalent combination of experience,
education, and/or training approved by Human
Resources.Licenses/CertificationsRaymond James Guiding BehaviorsAt
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
Keywords: Raymond James Financial Incorporated, St. Petersburg , Director, PCG Finance Project Management, Accounting, Auditing , Saint Petersburg, Florida
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