Financial Planning and Analysis Director jobs in Saint Petersburg, FL
Financial Planning and Analysis Director leads the budgeting, forecasting, long-term planning, implementation, and business strategic analysis of the financial team. Conducts financial analysis, modeling, forecasting and reporting efforts to ensure efficient financial operations. Being a Financial Planning and Analysis Director reviews analysis results, develops insightful suggestions for investment, sourcing, cost reduction and leads strategic business decisions. Requires a bachelor's degree. Additionally, Financial Planning and Analysis Director typically reports to top management or CFO. The Financial Planning and Analysis Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be a Financial Planning and Analysis Director typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Recently Added Financial Planning and Analysis Director jobs
Director, Risk Management
- Raymond James Financial, Inc.
-
Saint Petersburg, FL
FULL_TIME
-
Director, Risk Management-2401329Description
Job Summary:
Under limited direction, uses extensive knowledge and skills obtained through education and experience to set the strategic direction of assigned risk discipline(s), translate business strategy into comprehensive risk assessment programs and manages the work of other staff in conducting reviews and developing risk profiles in a variety of functional areas. Oversees staff who lead large or multiple projects with significant scope and impact. Manages others in performing difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to escalated complex problems. Results are evaluated at agreed upon milestones for effectiveness in achieving specified results. Extensive contact with executive management and is required to lead others in identifying, researching, analyzing and resolving complex issues.
Essential Duties and Responsibilities:
- Sets the strategic direction for assigned risk discipline at the firm.
- Represents assigned risk discipline’s program to management, regulators, and the Board of Directors.
- Influences positive change through leadership, sound analysis, and demonstrated subject matter expertise.
- Leads the team and collaborates extensively with peer risk areas to ensure a cohesive approach.
- Directs risk and control consulting activities for assigned areas of responsibility, across multiple business areas, in accordance with internal standards, relevant government statutes and regulations.
- Oversees multiple engagements concurrently from planning through reporting and produces quality deliverables in accordance with both department and professional standards.
- Applies comprehensive expertise in one or more of the firm's businesses and leverages this knowledge into a leadership role in one or more teams.
- Directly manages Managers and staff and performs human resource management activities, including identifying performance problems and approving recommendations for remedial action; evaluating performance; and interviewing and selecting staff.
- Attracts, develops, and retains talent within the Risk Management organization and the Firm.
- Maintains strong relationships with senior leaders, including executive management, and related control groups.
- Uses excellent communication skills in order to influence a wide range of internal audiences including respective product, function, and executive management partners.
- Ensures the use of sound judgment to provide an overall opinion on the business unit’s control environment and communicates findings to management. Challenges the team to identify opportunities for improvement in the design and effectiveness of key controls and mitigation strategies.
- Holds entire team accountable for meeting deliverables, adhering to internal criteria and utilizing consistent methodology.
- Ensures consistency of standards, appropriate level of rigor, and timeliness of risk management activities.
- Oversees continuous monitoring for assigned areas, including monitoring of key metrics to identify control issues and adverse trends.
- Evaluates existing governance programs for effectiveness and for consistency with regulatory expectations and industry leading practices.
- Possesses strong project management and interpersonal skills, makes sound decisions, exhibiting initiative and intuitive thinking. Consulted often by others for advice and opinions and recognized as a leadership role model.
- Participates in complex business initiatives and pro-actively advises and assists the business on change initiatives.
- Viewed as an expert in evolving industry and regulatory changes impacting the business.
- Builds and maintains effective working relationships with Regulators and External Auditors.
- Manages expenses to budget, solving for department inefficiencies and excess spending.
- Performs other duties and responsibilities as assigned.
Qualifications
Knowledge, Skills, and Abilities:
Knowledge of:
- In-depth understanding of risk management practices and methodologies, including risk assessment and a solid understanding of internal control and mitigation strategy concepts.
- Specific subject matter expertise regarding control disciplines and an advanced understanding of Raymond James products and services, especially those associated with the area of responsibility.
- Advanced investment concepts, practices and procedures used in the securities industry.
- Principles of banking and finance and securities industry operations.
- Financial markets and products.
Skill in:
- Implementing advanced risk theories and concepts.
- Critical thinking, problem solving, and creativity.
- Managing direct reports including managers and staff.
- Demonstrated ability and success in interacting with and influencing senior leadership, including executive management.
- Experience in managing against deadlines associated with an annual project plan.
- Strong analytical skills particularly with regard to assessing the probability and impact of a control weakness.
- Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a persuasive manner.
- Enthusiastic, self-motivated, effective under pressure and willing to take personal risk and accountability.
- Proven ability to multitask as well as assess and change priorities.
- Ability to work well individually, and in teams, share information, support colleagues and encourage participation.
Ability to:
- Explain complicated topics/risk concerns to any audience.
- Influence and guide across departmental boundaries.
- Interpret, analyze, and apply technical information.
- Perform human resource management activities.
- Plan, assign, monitor, review, evaluate and lead the work of others.
- Coach and mentor others.
- Identify training needs and develop subordinates.
- Balance conflicting resource and priority demands.
- Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed.
- Incorporate needs, wants and goals from different business unit perspectives into risk management engagements and recommendations.
- Attend to detail while maintaining a big picture orientation.
- Gather information, identify linkages and trends and apply findings to assignments.
- Communicate effectively, both orally and in writing.
- Read, interpret and apply information from business periodicals and professional journals.
- Lead others in providing a high level of customer service.
- Establish and maintain effective working relationships at all levels of the organization.
Educational/Previous Experience Requirements:
- Bachelor’s Degree and a minimum of ten (10) years experience in a related field, including at least four (4) years of people management experience.
~or~- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications:
- CPA, CFE, CRMA, CIA, CBCP, CISSP, CRISC, Series 7 preferred.
Raymond 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 outcomes
- 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
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.Job AuditingPrimary Location US-FL-St. Petersburg-Saint PetersburgOrganization RJF Risk ManagementSchedule Full-timeShift Day JobTravel Yes, 10 % of the TimeEligible for Discretionary Bonus YesThank You - 8 Days Ago
Director, Acquisitions (Renewable Energy)
- Raymond James Financial, Inc.
-
Saint Petersburg, FL
FULL_TIME
- Director, Acquisitions (Renewable Energy)-2401297 Description Job Summary: The Director, Acquisitions will be responsible for leading all aspects of renewable energy tax credit transactions (both synd...
- 11 Days Ago
Director, Mutual Fund Operations
- Raymond James Financial, Inc.
-
Saint Petersburg, FL
FULL_TIME
- Director, Mutual Fund Operations-2400826 Description Hybrid Work Environment: 40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office. Job Sum...
- 1 Month Ago
Director, Wealth Management Technology
- Raymond James Financial, Inc.
-
Saint Petersburg, FL
FULL_TIME
- Director, Wealth Management Technology-2400819 Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our St. Petersburg, FL, corporat...
- 1 Month Ago
Associate Director, IT Product Management
- Raymond James Financial, Inc.
-
Saint Petersburg, FL
FULL_TIME
- Associate Director, IT Product Management-2400922 Description This position will follow our hybrid work model; we expect the selected candidate to work 2-3 days a week at our St. Petersburg, FL, corpo...
- 1 Month Ago
Director of Financial Services
- Freedom Square
-
Seminole, FL
FULL_TIME
- Job description Freedom Square of Seminole is an upscale Senior Living Community located in beautiful Seminole, Florida (located in the Tampa Bay area). Designed like a quaint town square with paved b...
- 25 Days Ago
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0 Financial Planning and Analysis Director jobs found in Saint Petersburg, FL area
Associate Vice President of Budget and Finance - College of Law
- Stetson University College of Law
-
Saint Petersburg, FL
- Responsible for oversight of all general finance, budget, and business office functions. Provides research and essential...
- 4/26/2024 12:00:00 AM
Business Unit CFO
- Brown & Brown Insurance
-
Clearwater, FL
- Brown & Brown is seeking a Business Unit CFO to join our team in Clearwater, FL. Reporting to the Director of Finance, t...
- 4/25/2024 12:00:00 AM
Senior Accounts Payable Specialist
- Phase three Brands
-
Tampa, FL
- Title: Senior Accounts Payable Specialist Status: Full-Time / Non- Exempt Working side by side with our CFO, Controller,...
- 4/25/2024 12:00:00 AM
Assistant Director of Finance
- Tradewinds Island Resorts
-
Saint Petersburg, FL
- **$500 signing bonus after 4 months of service! ** Follow your passion all the way to paradise atTradeWinds Island Resor...
- 4/25/2024 12:00:00 AM
Consulting CFO (Remote with Occasional Travel in Florida)
- Stage 1 Financial
-
Tampa, FL
- Join and two influential and dynamic companies committed to making a real impact in the business world. At the work we d...
- 4/24/2024 12:00:00 AM
Business Unit CFO
- Brown & Brown Insurance
-
Clearwater, FL
- Brown & Brown is seeking a Business Unit CFO to join our team in Clearwater, FL. Reporting to the Director of Finance, t...
- 4/23/2024 12:00:00 AM
Chief Financial Officer
- Integrity Placement Group
-
Sarasota, FL
- Chief Financial Officer - CFOWe have been serving the Florida community for over 20 years and are one of the largest out...
- 4/23/2024 12:00:00 AM
Chief Financial Officer - B2B EXIT & B2B CFO
- B2B CFO
-
Brandon, FL
- Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve t...
- 4/22/2024 12:00:00 AM
About Saint Petersburg, Florida
St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County).
St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Planning and Analysis Director jobs
$176,848 to $261,547
Saint Petersburg, Florida area prices
were up 1.1% from a year ago
were up 1.1% from a year ago
What does a Financial Planning and Analysis Director do?
Financial Planning and Analysis Director in Columbus, MS
If finance tries to meet every demand, including those that add little value, the quality of the analysis will suffer and strain limited resources.
December 12, 2019
Financial Planning and Analysis Director in Pocatello, ID
Generally speaking, the FP&A manager will be in charge of the processes that support an organization’s business health and strategy, and ensure basic financial survival.
February 10, 2020
Financial Planning and Analysis Director in Syracuse, NY
In other words, FP&A is about anticipation – making sure you get answers to questions that link planning and analysis to choices and strategic business decisions.
February 04, 2020