Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Business Analyst, Data Analytics & CPM

Raymond James Financial Services

Transformation And Strategic Change

Provide guidance, drive business transformation and strategic change, and create value by driving initiatives that reinvent the core of the business. Partner across the enterprise to introduce, enable, and adopt transformation methodologies and concepts within the product model. Model effectively—with deep understanding—agile execution, change management, and transformation advocacy across the business. Specialize in scaling transformation efforts across the organization, often leading multiple initiatives. Help more traditional companies transform to be product- or customer-led.

Job Description

Under limited supervision, specialized knowledge and skills obtained through training and experience to provide administration and support for the accounting systems and applications. Participate in the development and delivery of training curriculum to educate users on system functionalities and best practices. Support projects and establishes requirements to meet the information and process needs of the organization related to the business area. Acts as liaison to the business areas and systems users. Supports project teams for special projects which may impact multiple business units and oversees with business process improvements, many of which will have significant financial impact on the entire company. Performs and manages varied work that is difficult in character requiring evaluation, originality and ingenuity. Resolves or recommends solutions to complex problems.

Essential Duties And Responsibilities

· Supports, maintains, troubleshoots complex issues and administers the primary software systems for the business area. Develops SME/expert proficiency in 1-2 business area systems to address technical requests by super users and IT.

· Coordinates/manages the testing of patches, fixes and upgrades to business systems via the standard testing path of Development, QA and Production, while working with impacted business users to complete thorough UAT and cradle-to-grave testing.

· Development of training curriculum and training materials for existing and new functionality including leading training sessions for the purpose of empowering our business partners to better use the systems and tools available to them.

· Ensure data integrity across financial systems through regular reviews and reconciliations. Support the month-end close process and other accounting functions by maintaining accurate and reliable data flows.

· Works closely with the Information Technology department, application vendors, and managed-service partners to resolve technical and system issues.

· Leads cross-functional project teams for system upgrades and enhancements including the development, testing, and implementation of new functionality within the system.

· Partner with Finance, IT, and other departments to align on system and process requirements, gather feedback, and develop solutions that meet cross-departmental needs. Serve as the accounting systems expert to support business initiatives.

· Leads requirements gathering, user acceptance testing, documentation and hypercare.

· Trains and mentors lower-level associates and interns.

· Perform other duties and responsibilities as assigned.

Knowledge, Skills, And Abilities

Knowledge of

· Strong knowledge of financial processes, including experience with financial close, consolidations, financial reporting, and FP&A.

· Principles, practices, and procedures of internal systems and processes.

· Project Management processes and procedures.

· Business Process Improvement Processes and Procedures preferred.

Skill in

· Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases at an intermediate level.

· Keyboard/typing and 10-key data entry.

· Strong analytical and problem skills sufficient to recognize and detect work errors and correct them or offer resolution.

· 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.

· Be self-motivated with strong sense of creativity and ability to work independently with confidence.

· Provide excellent customer service to internal customers and foster team cohesiveness, cooperation and effectiveness within the team and across the organization.

· Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.

· Think logically to analyze and solve business problems.

Educational/Previous Experience Requirements

· OneStream, Hyperion (HFM), or other CPM system experience strongly preferred.

· Experience showing a strong knowledge of financial processes, including experience with financial reporting, financial close, consolidations, and FP&A.

· Bachelor's degree with technical or business specifications and three (3) to five (5) years' experience including any combination of the following: systems administration, technical customer support, application administration, software development, project management, technical consulting, software upgrade/implementation, technical analysis, general finance or accounting.

· OR ~

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

Licenses/Certifications

· OneStream, Hyperion (HFM), or other CPM system certifications.

Travel Required: Yes, 5 % of the Time

Education

Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Data Processing

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At 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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Business Analyst, Data Analytics & CPM in Saint Petersburg, FL vacancy
  • $48 - $55 per hour

     ...your skills and experience to help drive business transformation for leading organizations...  ...Health Information Management (HIM) Senior Analyst will bring experience managing applications...  ...protocols. Ensure compliance with HIPAA, data governance, and organizational security... 
    Senior
    Hourly pay
    Live in
    Work at office
    Local area
    Flexible hours

    Accenture

    Saint Petersburg, FL
    1 day ago
  • $83.25k - $141.37k

     ...JOB DESCRIPTION Job Summary Sr Analyst (Data Governance) is responsible for the overall...  ...work with other infrastructure and business stakeholders to adhere to data governance...  ...and database development, one of the BI analytics tool (Power BI, Tableau etc.), MS Azure... 
    Senior
    Work experience placement

    Molina Healthcare

    Saint Petersburg, FL
    1 day ago
  •  ...ETR (Education, Training & Research) is seeking a Senior Analyst to lead advanced data analyses and manage complex research projects remotely from anywhere in the United States. This position requires a Master's degree with significant experience in research methods... 
    Senior
    Remote work

    ETR (Education, Training & Research)

    Saint Petersburg, FL
    1 day ago
  •  ...Senior Analyst Develops conceptual, logical, and physical data models supporting an organization's structured data resources...  ...a Senior Analyst with strong analytical and communication skills to bridge...  ...: Advance the business analysis function for Risk Management... 
    Senior
    Work experience placement

    Raymond James Financial Services

    Saint Petersburg, FL
    1 day ago
  • $85k - $100k

     ...HereOsaic Careers Regulatory Data Opportunity in Financial Services Senior Regulatory Data Analyst Location(s):...  ...accredited university in Finance, Business Administration, Computer Science...  ...Experience using reporting and analytics tools such as Power BI and Microsoft... 
    Senior
    Full time
    For contractors

    Osaic

    Saint Petersburg, FL
    1 day ago
  •  ...McLennan Agency LLC in Clearwater, Florida, is looking for a Business Process Analyst, Reporting, to manage reporting operations. You will...  ...3–5 years of relevant experience, focusing on Applied Epic data and providing top-notch support. The role offers generous benefits... 
    Remote work

    US012 Marsh & McLennan Agency LLC

    Clearwater, FL
    8 hours ago
  •  ...details/responsibilities include: Manages the configuration, data audits, and overall functionality of Workday. Support all...  ...validations, and corrective actions, as necessary. Builds and grows business relationships and influence across IT, Finance, and Accounts... 
    Senior
    Work at office

    Power Design

    Saint Petersburg, FL
    4 days ago
  •  ...Senior Business Analyst (Technical) Job ID: 22-12819 Job Summary Client is seeking a well-rounded Sr. Business Analyst to join our technology...  ...recommendations based on the analysis and interpretation of data. Essential Duties and Responsibilities Consult with business... 
    Senior
    Work experience placement

    Intelliswift

    Saint Petersburg, FL
    1 day ago
  •  ...Senior Workday Business Analyst The Senior Workday Business Analyst is part of the HR, Payroll, and Advisor...  ...processes, reporting, integrations, analytics, and security (no direct production...  ...Workday best practices. Support data analysis and troubleshooting related... 
    Senior
    Work experience placement
    Work at office

    Raymond James Financial Services

    Saint Petersburg, FL
    4 days ago
  • $90k - $115k

     ...Business Development Senior Associate Webull is a leading digital brokerage platform built on next generation global infrastructure...  ...everything we do. From low-fee trading and robust market data to advanced analytical tools, we are committed to providing a seamless, top-... 
    Senior
    Contract work
    Temporary work
    Work at office
    Worldwide
    Monday to Friday

    WEBULL

    Saint Petersburg, FL
    4 days ago
  • $100k - $120k

     ...Business Analyst Opportunity in Financial Services Sr. Business Analyst...  ...to analyze NPS and VoC data, identify drivers of customer...  ...will leverage AI and advanced analytics capabilities to scale customer...  ..., particularly to senior management ~ Strong customer... 
    Senior
    Full time
    Work at office

    Osaic

    Saint Petersburg, FL
    5 days ago
  •  ...in office 50% of the total number of business days in a given month in the St. Petersburg...  ...James Bank Technology Team, the Senior IT Business Analyst will act as a partner with the Bank Commercial...  ...on a complex system, handle data research and analysis requests from business... 
    Senior
    Work experience placement
    Bank staff
    Work at office

    Raymond James Financial Services

    Saint Petersburg, FL
    3 days ago
  • $132.5k - $338.3k

     ...resilient. Underpinned by technology, data, analytics, AI, change management, talent, learning...  ...with an in-depth understanding of how business, technology, and operations intersect,...  ...term success Build relationships with senior clients that help Accenture become a trusted... 
    Senior
    Live in
    Work at office
    Local area

    Accenture

    Saint Petersburg, FL
    5 days ago
  •  ...connected services such as Teams and third party integrations and apps. RESPONSIBILITIES: • Consult with site and business owners about migration expections, SharePoint best practices including permissioning as well as site and process design. •... 
    Senior
    Work at office
    Shift work
    Night shift

    Intelliswift

    Saint Petersburg, FL
    1 day ago
  • $96.4k - $120.5k

     ...technology solutions for the best business outcomes and then deploys...  ...is it. Sr. IT Business Analyst – Sales Enablement The Business...  ...needs into clear processes, data needs, and solution...  ...usage, consumption). ~ Strong analytical and problem‑solving skills, with... 
    Senior
    Full time
    Shift work

    World Wide Technology

    Saint Petersburg, FL
    5 days ago
  • $80.6k - $145.5k

     ...re UNSTOPPABLE for our employees! The Senior Business Analyst - Fiber Market & Regional Performance...  ...momentum. This position requires strong analytical rigor, business acumen, and...  ...structured business reviews with clear, data-backed recommendations. Dashboard &... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Saint Petersburg, FL
    2 days ago
  •  ...Senior It Business Systems Analyst The Senior IT Business Systems Analyst serves as a key liaison between...  ..., and integrity of financial data flows through effective production support...  ...into technical solutions. Strong analytical, problem-solving, and communication... 
    Senior
    Work experience placement
    Work at office
    Night shift

    Raymond James Financial Services

    Saint Petersburg, FL
    3 days ago
  •  ...Syms Strategic Group, LLC (SSG) is seeking a Senior Business Process Analyst to capture and manage business requirements for software development teams. This is a fully remote position focused on working with Veterans Affairs, requiring expertise in Agile methodologies... 
    Senior
    Remote work

    Syms Strategic Group, LLC (SSG)

    Clearwater, FL
    8 hours ago
  •  ...Syms Strategic Group (SSG) – Senior Business Process Analyst Location: Remote Department: Veterans Affairs...  ...including Excel Must possess excellent analytical skills, including integrating...  ...large, Agile software development or data integration projects Professional Certifications... 
    Senior
    Full time
    For contractors
    Remote work

    Syms Strategic Group, LLC

    Clearwater, FL
    3 days ago
  • $114k - $160k

     ...IT Vulnerability Opportunity in Financial Services Senior Vulnerability Management Analyst Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite...  ...rules of engagement, asset inventories, credential/test data coordination, and stakeholder comms. Manage findings... 
    Senior
    Full time
    Work at office
    Shift work

    Osaic

    Saint Petersburg, FL
    1 day ago
  • $86k - $109.25k

     ...Data Analyst We are looking for a Data Analyst to enable data-driven decision-making related...  ...insights repositories Leverage analytics to inform product decisions and optimize...  ...stakeholders, including product, design, and business leaders Recommend and implement best... 
    Full time
    Local area
    Flexible hours

    Zelis

    Saint Petersburg, FL
    7 hours ago
  •  ...programmers, Java Full stack developers, Python/Java developers, Data analysts/ Data Scientists, Machine Learning engineers for full time...  .../Oracle Java one (Las vegas) -2023/2022 and at Gartner Data Analytics Summit (Florida)-2023 For... 
    Full time
    H1b

    SynergisticIT

    Saint Petersburg, FL
    1 day ago
  •  ...the comfort of your own home. A Day in the Life of an Online Data Analyst In this role, you will be working on a project aimed at enhancing...  ...years and having familiarity with current and historical business, media, sport, news, social media, and cultural affairs in the... 
    Part time
    Freelance
    Local area
    Worldwide

    TELUS Digital

    Saint Petersburg, FL
    4 days ago
  •  ...you secure a tech job but build a solid career in technology. Job Description Responsibilities include: Managing master data, including creation, updates, and deletion. Managing users and user roles Assessing tests and implementing new or upgraded software... 
    Full time
    H1b
    Immediate start

    SynergisticIT

    Saint Petersburg, FL
    6 days ago
  •  ...Job Description Insight Global is looking for a Medicare Data Analyst, this person will be responsible for data collection from health...  ...in Excel: making formulas, pivot tables, etc. Strong analytical and problem-solving abilities Excellent communication and... 

    Insight Global

    Saint Petersburg, FL
    1 day ago
  •  ...currently or in the future. Technical Skills/Experience: Data analytical experience in an IT, operations, or service management...  ...strategy and related programs to ensure they meet Technology and Business needs, using a pragmatic and integrated approach Recommend... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Saint Petersburg, FL
    1 day ago
  •  ...Data Quality Analyst The Data Quality Analyst is responsible for assessing the health of enterprise...  ...controls in alignment with approved business rules and foundational data quality...  ...institution. Concepts of business analytics and familiarity with business intelligence... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Saint Petersburg, FL
    4 days ago
  • $80k - $90k

     ...Employees and Contractors Apply HereOsaic Careers Business Analyst Opportunity in Financial Services Data & Customer Insights Analyst, Client Experience...  ...improvements. The ideal candidate brings a strong analytical mindset, deep customer insights expertise, and is... 
    Full time
    For contractors
    Work at office

    Osaic

    Saint Petersburg, FL
    3 days ago
  •  ...Description Summary Job Description Manage a team of business analysts, statisticians, data scientists, and data modelers in using data to provide...  ...of improving operations. Translate the work of the Analytics function into findings for application by the broader... 
    Work experience placement
    Local area

    Raymond James Financial Services

    Saint Petersburg, FL
    4 days ago
  • $70.35k - $205.8k

     ...faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent and sustainability capabilities...  ...and Manufacturing * Supporting sales and delivery of business and technology transformations by utilizing deep industry expertise... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Saint Petersburg, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Business Analyst, Data Analytics & CPM. Be the first to apply!