Director, PCG Finance Project Management

Company: Raymond James Financial Incorporated
Location: Saint Petersburg
Posted on: August 4, 2022

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