Job Posting: Finance Reporting Manager (Raymond James)

By , On , In News


Experience Required

  • 3 or more years of relevant manager experience is desired
  • Accounting designation required; Public accounting experience is an asset
  • Financial industry experience is an asset

Status: Full Time Permanent

Primary Location: Vancouver, BC

Salary: not listed

Work Style: Hybrid opportunities available

Requisition ID: 2204201

Job Summary

Raymond James Ltd. is seeking an individual to oversee a Financial Reporting area within the Finance Department. The successful candidate for this position will work in a fast-paced accounting department reporting to the VP, Controller.  As a member of the finance team, you will provide reporting and analysis of Equity Capital Market (ECM) activity. This role involves being interactive with ECM employees and with other departments within and outside of the firm to ensure that required information is communicated in a timely and accurate manner.

Essential Duties and Responsibilities

  • Ensure the accuracy and timely delivery of team production of:
    •     Daily creation and balancing of trade files for internal database;
    •     Daily and monthly reports to be distributed to senior managers in ECM and Compliance;
    •     Monthly CSA/Soft dollar program administration; 
    •     Monthly financial reporting process;
    •     Monthly and quarterly management reports preparation and distribution;
  • Assist with Finance Department projects and support audit engagements;
  • Provision financial information for ECM management initiatives as required;
  • Ensure proper creation of new CSA/Soft dollar programs for Institutional clients;
  • Preparation of preliminary annual budget information for ECM departments; 
  • Liaise with the parent company with regards to compliance, financial reporting and other items pertaining to ECM;
  • Assist with projects and initiatives as required; and
  • Other duties assigned.

Knowledge, Skills, and Abilities

  • 3 or more years of relevant manager experience is desired;
  • Accounting designation required; Public accounting experience is an asset;
  • Financial industry experience is an asset;
  • Previous experience using Dataphile is an asset;
  • Proficiency in Excel and Outlook;
  • Exemplary organizational skills and the ability to work quickly;
  • Excellent written and verbal communication skills;
  • The ability to demonstrate excellent client service and collaboration;
  • The ability to work effectively both independently and within a team environment;
  • Ability to lead a team and mentor staff;
  • An attention to detail;
  • Exemplary problem solving skills and the ability for adaptation; and
  • Fluency in written and verbal French (asset)

    Depending on eligibility, we offer:
  • Competitive Wages
  • Health Benefits Program including Life Insurance and Disability from start date
  • RRSP Matching Program from start date
  • Employee Stock Purchase Plan
  • Paid Time Off  & Other Time Off such as Volunteer Day
  • Discretionary Bonuses
  • Tuition Reimbursement Program 
  • Top Up Plan
  • Employee Investment Accounts
  • Flexible Work Styles


 Accounting & Finance

Primary Location



 Finance & Accounting



Status Permanent Full-Time

This position is closed and no longer taking applications.

In order to be eligible to apply for any other position, you must be registered on BC JobConnect. Learn more about how to register for the BC JobConnect here. 

Please contact if you have any questions or concerns.