**Job Description** The Operations Specialist will be responsible for analyzing financial data, preparing reports, and providing insights to support strategic decision-making to support financial advisor’s practice. The ideal candidate will have strong proficiency in Excel and other databases, with experience working in finance, particularly in analyzing various Management Information Systems (MIS). **Key Responsibilities:** + Analyze financial data and create financial models for decision support. + Prepare monthly, quarterly, and annual financial reports. + Conduct variance analysis and identify trends, risks, and opportunities. + Collaborate with different home office departments to gather and analyze financial information for advisor practice. + Develop and maintain dashboards and reports using Excel and other database tools. + Assist in budgeting and forecasting processes. + Provide insights and recommendations to improve financial performance. + Ensure compliance with financial regulations and standards. + Performs other duties and responsibilities as assigned. **Knowledge of** + Company’s working structure, policies, mission, and strategies. + General office practices, procedures and methods. + Financial services industry investment concepts, practices and procedures. **Ability to** + Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. + Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. + Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. + Use mathematics sufficient to process account and transaction information. + Work independently. + Provide a high level of customer service. **Education/Previous Experience** + Associates Degree and a minimum of two (2) years of experience in the financial services industry or related field required. + OR ~ + Bachelor’s Degree with one (1) year of experience in the financial services industry preferred. + OR ~ + An equivalent combination of experience, education, and/or training as approved by Human Resources. **Licenses/Certificates** + **SIE not required** **Education** Associate's (Required), Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance **Work Experience** General Experience - 3 to 6 years **Certifications** Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) **Travel** Less than 25% **Workstyle** Hybrid 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. \#LI-AM2