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Business Transformation AI Enablement (Finance)

Raymond James


Job Location:

Pinellas County, FL - USA

Monthly Salary: Not provided by the employer
Posted: 13 July 2026 (30+ days ago)
Application Deadline: 10 October 2026
Vacancies: 1 Vacancy

Job Summary

Job Description Summary

Job Description

Under general supervision uses knowledge and skills obtained through experience and training to support Finance department initiatives operational improvement efforts AI enablement activities and enterprise project execution across financial reporting controllership and related finance functions.

This role serves as a key partner in advancing Finance priorities related to financial reporting close execution process governance data quality technology enablement and business transformation.

Working closely with Finance leadership and cross-functional stakeholders the role helpsidentifyprocess pain points assess root causes evaluate business impacts and recommend practical solutions.

The position plays an active role inidentifyingopportunities to improve processesleveragetechnology and enhance organizational efficiency.

The ideal candidate is highly organized adaptable andsolutions-oriented with the ability to balance strategic thinking and tactical execution.

Essential Duties and Responsibilities

  • AI Enablement Financial Reporting Initiatives & Project Management

  • Supports AI enablement initiatives and adherence to enterprise frameworks procedures and standards related to AI-enabled tools and business processes.

  • Partners with business leaders technology teams and risk partners to support AI governance adoption and operational alignment.

  • Supports operational priorities across Finance including financial reporting close controls data reconciliation and process improvement workstreams.

  • Identifies tracks and escalates key risks issues dependencies reporting impacts and operational considerations.

  • Maintainsaccurateandtimelyproject documentation.

  • Collaborates with stakeholders to gather requirements define deliverablesmonitorprogress and drive accountability across initiatives.

  • Utilizes tools tomaintainvisibilityintoworkstreams and support reporting needs.

  • Supports governance activities leadership reporting and execution follow-through.

Operational Improvement & Innovation

  • Identifiesopportunities to improve financial reporting processes operational efficiency communication and workflows through optimization automation and AI-enabled capabilities.

  • Evaluates business challenges byidentifyingprocess pain points root causes and stakeholder impacts.

  • Supports AI engagement communication training and educational initiatives.

  • Gathersfeedback metrics and business insights to support continuous improvement.

  • Researchesemerging technologies and industry trends.

  • Recommends improvements to reporting tracking documentation reconciliation and workflow processes.

Stakeholder Engagement & Leadership Support

  • Partners with Finance leaders business owners project teams and stakeholders.

  • Builds strong working relationships across stakeholder groups to enable collaboration transparency and alignment.

  • Facilitates meetings workshops and working sessions.

  • Develops executive presentations communications and briefing materials.

  • Supports change management efforts through stakeholder engagement and communication planning.

  • Serves asa central pointof coordination across stakeholders and initiatives.

Finance Department & Organizational Support

  • Operates as a highly flexible and collaborative member of the Finance organization.

  • Contributes across financial reporting controllership operations technology enablement process governance and transformation efforts.

  • Demonstrates initiative ownership sound judgment and a proactive approach.

  • Applies organizational policies procedures and risk management principles.

  • Maintains awareness of Finance priorities enterprise initiatives regulatory considerations industry trends and emerging technologies.

  • Performs other duties and responsibilities as assigned.

Knowledge Skills and Abilities

  • Operational improvement process optimization change management and organizational effectiveness concepts.

  • AI-enabled tools automation capabilities and emerging technologies.

  • Business operations stakeholder engagement cross-functional collaboration and reporting practices.

  • Risk management principles governance frameworks internal controls and reporting controls preferred.

  • Financial reporting accounting operations close processes financial services operations products and regulatory environments preferred.

  • Data analysis performance metrics and reporting concepts preferred.

Education

Bachelors: Accounting Bachelors: Business Administration

Work Experience

General Experience - 3 to 6 years

Certifications

Travel

Less than 25%

Workstyle

Hybrid

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 .

At Raymond James our associates use five guiding behaviors (Develop Collaborate Decide Deliver Improve) to deliver on the firms 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.


About Company

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A full-service financial firm where progress is driven by connection, delivering extensive wealth management, banking and capital markets capabilities to help clients, institutions and communities reach their goals.

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