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Description

Job Summary

Job Summary

Under general direction with a high level of autonomy, leads a team responsible for the financial reporting responsibilities for our Capital Markets business which syndicates and manages investments qualifying for tax credits (e.g., LIHTC and renewable energy). This team is responsible for the preparation of financial statements for the business unit and other financial analyses to be provided to senior management and executives. Influences strategic direction, develops tactical plans and completes difficult assignments with latitude for un-reviewed actions or decisions. Regular contact with senior leaders and other internal clients is required to identify, research, and resolve accounting issues and provide comprehensive solutions to complex problems or needs.

Essential Duties and Responsibilities

• Leads and manages the financial reporting process ensuring compliance with GAAP, SEC and other rules and regulations.

• Manages technical accounting and oversees business units’ treatment of accounting issues, implementation of new accounting standards and compliance with regulations.

• Maintains frequent and regular communication with the business to discuss any changes in business practices, contracts or agreements or new business initiatives or products that may impact financial or regulatory reporting, including disclosure, for the business unit as required.

• Implements and oversees the update of internal financial reporting policies, procedures, including as a result of new accounting pronouncements.

• Identifies and implements improvements in efficiency and / or controls, including through implementation of new processes or technologies.

• Ensures compliance with Sarbanes Oxley in relation to financial reporting internal controls.

• Oversees preparation of reports for management and Board of Directors.

• Oversees preparation of certain 10-Q and 10-K footnotes and disclosures to ensure reported information is accurate and supported by documentation.

• Advises senior management on a variety of accounting related topics.

• Researches and interprets SEC rules/regulations, FASB accounting pronouncements, Federal Holding Company Regulations and auditor interpretations of accounting pronouncements.

• Plans, assigns, monitors and manages the work of the financial reporting department.

• Coaches and mentors associates, identifies training needs and approves development plans.

• Performs other duties and responsibilities as assigned.

Qualifications

Knowledge, Skills, and Abilities

Knowledge of

• Advanced accounting concepts, practices and procedures.

• Sarbanes Oxley compliance regulations.

• General ledger systems and financial statements.

• Generally Accepted Principles of Accounting (GAAP).

• Accounting software applications.

• Financial services and products.

Skill in

• Leading skilled financial reporting teams.

• Analyzing financial information.

• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.

• Preparing management reports and reporting financial information.

• Applying advanced accounting concepts, including for financial products

• Performing mathematical calculations.

• Improve efficiency and effectiveness of teams through process improvement and automation.

• Reporting accounting data and information.

• Establishing departmental objectives.

• Preparing management reports.

• Promoting effective coordination between business unit and other functional areas.

• Interpreting and applying policies and procedures.

• Identifying trends and implementing appropriate corrective action.

• Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

• Ability to

• Plan, assign, monitor, review, evaluate and lead the work of others.

• Identify training needs and develop team.

• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels, including senior leadership, to accomplish objectives.

• Establish and communicate clear directions and priorities.

• Lead meetings and contribute to team efforts by ensuring all relevant information is included in the outcomes.

• Establish and maintain effective working relationships at all levels of the organization.

• Implement changes to standard procedures when required by specific situations and circumstances.

• Work independently, make non-routine decisions and resolve complex problems.

• Organize, prioritize, manage, and complete multiple projects and tasks concurrently, including those delegated, in a fast-paced environment with frequently changing priorities and interruptions.

• Educational/Previous Experience Requirements

Education/Previous Experience

• Bachelor’s Degree (B.A.) in Accounting or Finance and ten (10) years of professional experience in accounting with three (3) years’ experience in a management role.

• CPA required

• OR

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

Licenses/Certifications

Licenses/Certifications

• SIE required provided that an exemption or grandfathering cannot be applied.

• Series 99, or ability to obtain within 120 days (as required by FINRA), may be required depending on assigned functional area.

Travel

Travel Required

Travel Required: Yes, 5 % of the Time

Job: Accounting & Finance

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization RJF Corporate

Schedule Full-time

Job Shift Day Job

Travel Yes, 5 % of the Time

Req ID: 2401376