Finance Associate
Pricewaterhousecoopers
Total des années d'expérience :4 years, 4 Mois
Rotating through the Financial Analysis & Accounting track within Raymond James Financial Services, Raymond James Bank, and
Raymond James & Associates.
• Supporting the $1.1B net direct payout expense and the impact related to the DOL’s fiduciary rule, communicating changes and insight to regional management teams and branch managers.
• Analyzing and forecasting RJFS’s profitability and the Wealth Accumulation Program (WAP) results ($17M) within senior management reporting.
• Working on firm-wide initiatives such as the SBL Discount-Sharing process and policy in addition to extensive communication with
AMS, Sub-Payroll, Financial Reporting, and I.T.
• Automating and improving the Private Client Group acquisitions & succession reporting.
Major GPA 3.8
Major Gpa 3.8