18 Budgeting jobs in Brandon

**Job Family** **:**
Finance & Accounting Consulting
**Travel Required** **:**
Up to 10%
**Clearance Required** **:**
Active Secret
**What You Will Do** **:**
Our DOD Financial Management Consultant helps federal clients optimize the operations of their finance organization, including supporting the audit readiness, accounting, logistics, property management, civilian pay, and procurement. Supports audit remediation activities, such as developing/updating process documentation, Standard Operating Procedures, and developing/implementing corrective action plans to address findings. Performs recurring testing, such as testing internal controls, designing and executing Managers Internal Controls Programs (A-123). Provides targeted area support based on Component (e.g., performing root cause analysis for journal vouchers and FBWT variances, conducting PP&E audit remediation, etc.). Applies federal accounting, financial management, and audit knowledge/expertise when assisting with the development of solutions and providing recommendations to client.
The project team supports the Department of Defense (DOD) entity, and works across its multiple systems and processes. The individual would learn about the Federal accounting and audit processes, working with other component office teams and the headquarters team to trace and document auditability from the financial statement to the operational functions. The candidate would be expected to build an understanding of accounting and financial processes and will be responsible for handling large volumes of data in excel, financial systems, or other databases. The candidate would need to be adaptable to learn Federal audit standards, DOD processes, and internal controls standards, which will be applied to document, recommend process improvement and implement process improvements to reach audit readiness.
This is a great opportunity for an individual looking to move into or grow a career in Federal financial management and will provide the opportunity for long-term career trajectory in Federal financial consulting.
**What You Will Need** **:**
+ An ACTIVE and MAINTAINED SECRET Federal or DoD security clearance.
+ Bachelor's degree in Accounting, Finance, Data Analytics, or Business or related business field
+ THREE (3) year of relevant experience in financial, auditing, accounting or business
**What Would Be Nice To Have** **:**
+ Advanced Degree
+ Interest in obtaining CPA, CGFM or related credential
+ DOD experience, financial, systems, audit, and/or operational process understanding
+ Performing financial statement audits, audit readiness services or audit remediation and sustainment services within DoD or another Federal Government agency or department.
**What We Offer** **:**
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
+ Medical, Rx, Dental & Vision Insurance
+ Personal and Family Sick Time & Company Paid Holidays
+ Position may be eligible for a discretionary variable incentive bonus
+ Parental Leave and Adoption Assistance
+ 401(k) Retirement Plan
+ Basic Life & Supplemental Life
+ Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
+ Short-Term & Long-Term Disability
+ Student Loan PayDown
+ Tuition Reimbursement, Personal Development & Learning Opportunities
+ Skills Development & Certifications
+ Employee Referral Program
+ Corporate Sponsored Events & Community Outreach
+ Emergency Back-Up Childcare Program
+ Mobility Stipend
**About Guidehouse**
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or . Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact . Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
_Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee._

Summary

Dir Research Grants Financial Management

Position Highlights:

The Director Research Grants Financial Management is responsible for providing strategic oversight and guidance for the team of supervisors and Research Financial Analysts that manage sponsored and non-sponsored research and faculty support activities for 300+ research and clinical faculty across the Divisions to ensure financial and non-financial compliance with federal and sponsor regulations and institutional policies.

The Director’s staff leadership expectations include recruiting, training, employee development, performance management, evaluation, pay actions, and monitoring staffing levels.

The Director is responsible for continuous process improvement within the Grants Management Office (GMO) and as a key collaborator across the organization for process improvement initiatives in order to support a high level of customer service, efficiency, and compliance as well as development and consistent implementation of standard operating procedures (SOPs), performance metrics, and software solutions.

Responsibilities:

• Lead and develop a high-performing team, fostering a culture of accountability, continuous improvement and professional growth.
• Define and execute the strategic vision for post-aware financial operations, aligning with institutional goals and research priorities.
• Oversee organizational staff models, and succession planning to ensure long-term operational success.
• Develops and is accountable to service level standards; fosters and monitors faculty-facing customer service; serves as a resource to team members and faculty to resolve issues.
• Monitors workload and productivity metrics. Supports personnel with prioritization. Determines appropriate staffing levels and workload allocation.
• Builds engagement through staff recognition and team building opportunities. Reviews annual employee survey and develops and implements improvement action plans.
• Accountable for hiring, performance evaluations, resolving disputes, and managing pay budget and pay actions of staff.
• Directs written work instructions. Delegates to lower leadership as appropriate to create and execute.
• Oversee the development and delivery of training programs to build institutional capacity in research financial management - post awards.
• Collaborates on development and implementation of a comprehensive curriculum with Sponsored Research, Research Finance, and others, to ensure consistent practices across sponsored and non-sponsored research activities.
• In collaboration with other process owners, conducts stakeholder training and change communication for central research administration offices, Division/Department Administration, and other business units.
• Keeps current in best practices, trends and organizational and sponsor changes to maintain the orientation and education process for Research Financial Analysts.
• Ensures all GMO staff are appropriately trained by providing appropriate feedback on an ongoing basis.
• Monitors productivity and quality metrics, the regulatory landscape, and federal enforcement trends to identify and implement educational and training opportunities.
• Strategic outreach and collaboration with Director-level staff in central research administration offices, other business partners, and with the Divisions.
• Provides analysis and recommendations to improve value by streamlining offerings and standardization across offices.
• Institution-wide key contact for process and technology improvement projects impacting the GMO.
• Strategic advisor to maximize cost recovery from sponsored funds and plan and budget for research enterprise needs.
• Provide fiscal stewardship of all faculty and non-research activities through strategic planning to enhance grant expense monitoring functions including labor distributions, and effort reporting.
• Champion process improvement and automation initiatives to enhance service delivery and reduce administrative burden.
• Drive the development of scalable solutions that support the growth and complexity of the research enterprise.
• Direct guidance to GMO staff (including award set up and rebudgeting) and indirect to various research departments (budget preparation) for sponsored and non-sponsored research activity related issues:
• development of proposal budgets (secondary to Division Admin lead),
• award budgets set-up and rebudgeting (primary),
• effort allocation,
• review of charges for compliance with cost principles, and
• activity-level budget and spending planning
• Accountable for compliance with relevant regulations and funding terms and conditions; works closely with Corporate Compliance, Divisions, and Research Finance to ensure accurate and timely expenditure review and activity budget management; supports resolution of items of cost.
• Partners with Divisions, faculty and other stakeholders to provide high-quality and timely service in a collaborative environment.
• Provide resource expertise to GMO leaders and Research Financial Analysts, Divisions, and faculty to resolve complex issues.
• Partners with Research Finance to execute and respond to financial and compliance audits. Addresses GMO audit findings to enhance process improvement and training.
• Applies institution-wide goals to unit-level process improvement initiatives. Analyzes potential operational improvements and takes initiative to recommend changes and implement new processes, including efforts to automate workflow. Provides ongoing review, guidance, and action to conduct operations in an efficient and financially sustainable manner. Initiates processes, procedures, and metrics to efficiently support investigators while fully meeting federal guidelines and other financial or regulatory requirements.
• Accountable for ongoing strategic input and monitoring of all grant and financial activity related policies, procedures, work tools, and reports and updates as appropriate; working with other offices (e.g., Research Finance, Sponsored Research, Corporate Compliance, Divisions) as needed.
• Develops and implements work tools and reports working through lower leadership to support efficient and compliant activity management related to post-award grant management and non-research faculty led activities.
• Champion process improvement and automation initiatives to enhance service delivery and reduce administrative burden.
• Drive the development of scalable solutions that support the growth and complexity of the research enterprise.
• Direct guidance to GMO staff (including award set up and rebudgeting) and indirect to various research departments (budget preparation) for sponsored and non-sponsored research activity related issues:
• development of proposal budgets (secondary to Division Admin lead),
• award budgets set-up and rebudgeting (primary), effort allocation,
• review of charges for compliance with cost principles, and
• activity-level budget and spending planning
• Accountable for compliance with relevant regulations and funding terms and conditions; works closely with Corporate Compliance, Divisions, and Research Finance to ensure accurate and timely expenditure review and activity budget management; supports resolution of items of cost.
• Partners with Divisions, faculty and other stakeholders to provide high-quality and timely service in a collaborative environment.
• Provide resource expertise to GMO leaders and Research Financial Analysts, Divisions, and faculty to resolve complex issues.
• Partners with Research Finance to execute and respond to financial and compliance audits. Addresses GMO audit findings to enhance process improvement and training.
• Applies institution-wide goals to unit-level process improvement initiatives. Analyzes potential operational improvements and takes initiative to recommend changes and implement new processes, including efforts to automate workflow. Provides ongoing review, guidance, and action to conduct operations in an efficient and financially sustainable manner. Initiates processes, procedures, and metrics to efficiently support investigators while fully meeting federal guidelines and other financial or regulatory requirements.
• Accountable for ongoing strategic input and monitoring of all grant and financial activity related policies, procedures, work tools, and reports and updates as appropriate; working with other offices (e.g., Research Finance, Sponsored Research, Corporate Compliance, Divisions) as needed.
• Develops and implements work tools and reports working through lower leadership to support efficient and compliant activity management related to post-award grant management and nonresearch faculty led activities. Casey DeSantis Cancer Research Program, including providing accurate salary information and estimates on costs across the project period, appointing labor and other expenses, and managing expenditures within budget periods.
• Provide financial oversight of all grants and research support activities.
• Ensures staff work with investigators to accurately forecast expenses, assign and monitor labor distributions, and monitor expenses within budgets.
• Responsible for preparing and managing cost center budget and forecasts, for large GMO staff.

Credentials and Experience:

• Bachelor’s Degree – field of study: Medical / Scientific, business administration or related field
• Eight (8) years of post-award research administration-related experience in a research/clinical/academic setting
• Five (5) years of leadership experience in a research/clinical/academic setting as a supervisor, manager, or above

Preferred Exp/Certification:

• Certified Research Administrator (CRA) or Certified Public Accountant (CPA) preferred
• Post-award research administration experience in an academic medical center or NCI-designated cancer center

Share:

Are you an experienced, passionate pioneer in technology who wants to work in a collaborative environment? As an experienced Financial Project Management Consultant, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte under our Project Delivery Talent Model. Project Delivery Model (PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery.
Work you'll do/Responsibilities
+ Assist in the evaluation of emerging vendor solutions in investment management and cultivate relationships with those most relevant to our clients' needs
+ Assist in the implementation of strategic investment management solutions including operating model, process reengineering, technical design and development
+ Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and / or technical teams, including escalating any matters that require additional attention and consideration from engagement management
The Team
AI & Engineering leverages cutting-edge engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure. These solutions are powered by engineering for business advantage, transforming mission-critical operations. We enable clients to stay ahead with the latest advancements by transforming engineering teams and modernizing technology & data platforms. Our delivery models are tailored to meet each client's unique requirements.
Qualifications
Required
+ 3+ years of experience in project coordination and management
+ 3+ years of experience in Financial Consulting
+ 3+ years of experience with various financial technology packages
+ Bachelor's degree, preferably in Computer Science, Information Technology, Computer Engineering, or related IT discipline; or equivalent experience
+ Limited immigration sponsorship may be available
+ Ability to travel 10%, on average, based on the work you do and the clients and industries/sectors you serve
Preferred
+ Financial Services Industry knowledge (understanding of Front, Middle and Backoffice processes)
+ Experience with the following: Charles River, Aladdin, Bloomberg, Simcorp, or other EMS/OMS platforms
+ Analytical/ Decision Making Responsibilities
+ Analytical ability to manage multiple projects and prioritize tasks into manageable work products
+ Can operate independently or with minimum supervision
+ Excellent Written and Communication Skills
+ Ability to deliver technical demonstrations
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $ 72,900 to $ 107,400 .
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
Information for applicants with a need for accommodation: qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Our client is a leading financial institution seeking a visionary VP of Financial Risk Management to lead their enterprise risk initiatives from Tampa, Florida . This role operates on a hybrid model, blending strategic in-office collaboration with remote flexibility. As the VP, you will be responsible for developing and implementing the overarching framework for managing financial risks, including market risk, credit risk, liquidity risk, and operational risk, across the organization. You will oversee a team of experienced risk professionals, guiding them in the identification, measurement, monitoring, and mitigation of risks. Key responsibilities include developing sophisticated risk models, setting risk appetite limits, and ensuring compliance with all relevant regulatory requirements (e.g., Basel III, Dodd-Frank). You will work closely with senior leadership, the Board of Directors, and various business units to foster a strong risk-aware culture. This position requires a deep understanding of complex financial instruments, capital markets, and regulatory landscapes. Strategic thinking, exceptional analytical skills, and a proven ability to influence stakeholders at all levels are essential. You will also be responsible for managing relationships with external regulators and auditors. The ideal candidate will possess a strong track record of success in a similar senior risk management role within the banking or financial services industry. Experience in crisis management and business continuity planning is also valuable. This is an opportunity to shape the risk strategy of a significant financial player and ensure its long-term stability and success. We are looking for a leader who can drive innovation in risk management practices while maintaining a rigorous control environment.

The Director of Quality Assurance & Control covering Anti-Money Laundering (AML) & Financial Crimes Management (FCM) is responsible for leading a team of managers who oversee Quality Assurance (QA) and Quality Control (QC) professionals reviewing and challenging work products related to AML, anti-fraud, and economic sanctions compliance. This role ensures that both preventive (QA) and detective (QC) mechanisms are in place to uphold the integrity, accuracy, and regulatory compliance of the financial crimes-related activities performed by the RJF AML/ FCM shared services organization. The Director will drive strategic initiatives, promote operational excellence, and serve as a key liaison between QA/QC teams and RJF AML/FCM's senior leadership team.
**Essential Duties and Responsibilities**
+ Lead and develop a team of QA/QC managers across AML, fraud, and economic sanctions domains.
+ Define and implement a comprehensive QA/QC framework that supports both proactive process improvement and reactive error detection.
+ Align QA/QC programs with regulatory expectations, internal policies, and industry best practices.
+ Establish standards and procedures to ensure that work products are developed correctly from the outset.
+ Collaborate with RJF's AML/FCM shared service organization to embed quality into processes and controls.
+ Provide feedback loops to improve training, guidance, and system design.
+ Oversee sampling and testing of completed work products to identify errors, inconsistencies, or non-compliance.
+ Ensure timely remediation of identified issues and track corrective actions to resolution.
+ Monitor performance metrics and error rates to inform risk-based adjustments.
+ Present QA/QC outcomes, trends, and strategic recommendations to senior leadership and governance committees.
+ Maintain documentation of QA/QC methodologies, scoring frameworks, and escalation protocols.
+ Support internal and external audits and regulatory examinations.
**Knowledge of**
+ Strong understanding of regulatory frameworks (e.g., BSA/AML, OFAC, FATF, FinCEN).
+ Financial markets, products, financial advisory function and investment process.
+ Concepts, practices, and principles of project management.
+ QA/QC methodologies and best practices for applying a risk-based approach to mitigate operational and compliance risks.
**Skill in**
+ Applying QA/QC tools, case management systems, and data analytics platforms to work processes.
+ Preparing and delivering clear, effective, and professional presentations.
+ Effectively managing managers of teams responsible for QA/QC or audit functions within a financial institution.
+ Analytical, communication, and stakeholder management skills.
**Ability to**
+ Build strong working relationships with teams, stakeholders, and senior management.
+ Liaise with auditors and regulators in an exam context.
+ Collaborate across departments and teams to accomplish objectives.
+ Identify problems, gather facts, and develop solutions.
+ Identify and lead project teams, including planning, assigning, monitoring, reviewing, and evaluating project activities.
+ Facilitate meetings, ensuring that all viewpoints, ideas, and problems are addressed.
+ Attend to detail while maintaining a big picture orientation.
+ 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.
+ Keep all appropriate parties up-to-date on decisions, changes, and other relevant information.
**Licenses/Certifications**
+ Certified AML Specialist (CAMS) is required
+ Certified Fraud Examiner (ACFE) preferred
+ Certified Sanctions Specialist preferred
+ Regulatory industry license (e.g., FINRA SIE, Series 7) preferred.
**Travel Required**
+ Yes, 20 % of the Time

Our client, a prominent financial services firm in Jacksonville, Florida, US , is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their Investment Management division. This role requires a strong understanding of financial modeling, investment analysis, and capital markets. The successful candidate will be instrumental in supporting strategic decision-making through rigorous financial planning, forecasting, and performance analysis. This position operates on a hybrid model, balancing remote work flexibility with essential in-office collaboration.

Key Responsibilities:

• Develop and maintain complex financial models to support investment strategies, valuations, and forecasting.
• Conduct in-depth financial analysis, including variance analysis, trend analysis, and profitability assessments.
• Prepare comprehensive financial reports, presentations, and dashboards for senior management and investment committees.
• Assist in the budgeting and forecasting processes, ensuring accuracy and alignment with strategic objectives.
• Evaluate the financial implications of potential investment opportunities and strategic initiatives.
• Monitor market trends and economic conditions, assessing their impact on investment portfolios.
• Support the due diligence process for acquisitions and other corporate finance activities.
• Collaborate with cross-functional teams, including portfolio managers, operations, and compliance, to provide financial insights.
• Identify opportunities for process improvement and efficiency gains within financial operations.
• Ensure compliance with all relevant financial regulations and reporting requirements.
• Perform ad-hoc financial analysis as requested by management.
• Maintain strong relationships with internal stakeholders and external financial partners.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. A Master's degree or CFA designation is highly desirable.
• Minimum of 5 years of relevant experience in financial analysis, investment banking, corporate finance, or a related field.
• Proven expertise in financial modeling, valuation techniques, and quantitative analysis.
• Strong understanding of investment management principles, financial markets, and various asset classes.
• Proficiency in financial software and tools, including Excel (advanced functions, VBA), financial databases (e.g., Bloomberg, Refinitiv), and ERP systems.
• Excellent analytical, problem-solving, and critical thinking skills.
• Strong written and verbal communication skills, with the ability to present complex financial information clearly and concisely.
• Ability to work independently and manage multiple priorities in a hybrid work environment.
• High level of integrity and attention to detail.
• Experience in project management is a plus.
• Demonstrated ability to work effectively in a team-oriented environment.

This is an excellent opportunity for a talented financial professional to contribute significantly to a leading investment management firm in Jacksonville. Join our team and play a key role in driving financial success.

Our client is actively seeking a Principal Management Consultant with deep expertise in the Financial Services sector to join their prestigious firm in Jacksonville, Florida. This senior leadership role is responsible for driving high-impact client engagements, developing innovative strategies, and managing teams to deliver exceptional results. You will be a trusted advisor to C-suite executives, guiding them through complex business challenges and opportunities within banking, insurance, and investment management. The ideal candidate possesses a strong analytical toolkit, exceptional leadership qualities, and a proven track record of successfully navigating the intricacies of the financial industry.

Responsibilities:

• Lead and manage large-scale consulting projects for financial services clients, ensuring delivery excellence and client satisfaction.
• Develop and execute strategic initiatives focused on digital transformation, operational efficiency, risk management, and regulatory compliance.
• Conduct in-depth analysis of client business operations, market dynamics, and competitive landscapes.
• Formulate strategic recommendations and actionable plans tailored to the specific needs of financial institutions.
• Build and maintain strong, long-term relationships with senior client stakeholders.
• Mentor and develop consulting teams, fostering a collaborative and high-performing work environment.
• Contribute to business development efforts, including proposal writing and client relationship management.
• Stay abreast of industry trends, regulatory changes, and emerging technologies impacting the financial services sector.
• Communicate complex ideas clearly and persuasively through presentations and written reports.
• Drive innovation and best practices within the consulting practice.

Qualifications:

• Master's degree in Business Administration (MBA), Finance, Economics, or a related field.
• 12+ years of progressive experience in management consulting, with a significant focus on the financial services industry.
• Demonstrated experience leading and managing complex, multi-disciplinary consulting projects.
• Deep understanding of banking operations, capital markets, insurance, or wealth management.
• Proven ability to develop and implement strategic solutions for complex business problems.
• Exceptional analytical, problem-solving, and strategic thinking skills.
• Strong leadership, team management, and interpersonal skills.
• Excellent written and verbal communication and presentation abilities.
• Experience with financial modeling, business case development, and change management.
• Ability to travel frequently to client sites.

This is a career-defining opportunity to shape the future of the financial services industry from **Jacksonville, Florida**, with a firm renowned for its commitment to client success and professional development.

**Raymond James Overview**
**One of the largest independent financial services firms in the country could be** **the** **place** **you build a career beyond your expectations.**
Our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. Raymond James Financial is a diversified holding company, headquartered in St. Petersburg, FL. Raymond James provides financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
At Raymond James, we are putting the power of perspectives into action and building an inclusive and diverse workforce that reflects our commitment to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, and continuing education options.
We strive to ensure everyone feels welcomed, valued, respected and heard so that you can fully contribute your unique talents for the benefit of clients, your career, our firm and our communities. Raymond James is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
**Internship Program Overview**
Raymond James is the place where good people grow and nowhere is that better demonstrated than in our internship program. During the 10-week immersive experience, you will engage with and implement the firm's core values through our five guiding behaviors. Featuring a comprehensive orientation, onsite and remote training sessions in professional development, networking events, a speaker series, and volunteer opportunities, you will be equipped with knowledge of the business and culture to help you build relationships and develop skillsets for the internship and your future.
To be eligible for the summer 2026 internship program, you must be a junior or senior standing candidate pursuing a Bachelor's or Master's Degree in a business-related field with a graduate date of May/June 2027. Most positions are based in St. Petersburg with other available locations depending on company need.
Candidates who successfully complete the internship program have the opportunity to transition into a full-time role at Raymond James after graduation.
**Department Overview**
Our organization's mission is to maximize RJF's ability to achieve its business objectives by creating a comprehensive approach to anticipate, identify, prioritize, and manage all material risks to business objectives.
Risk organization covers both financial and non-financial risk management activities which include Non-Financial Risk Management/Operations Risk Management, Model Risk Management, Credit Risk
Management, Market Risk Management, Treasury Risk Management and Enterprise Risk Management, Segment Risk Office and Strategy & Operations.
This opportunity is within Financial Risk Management (Market, Treasury and Credit Risk) and Enterprise Risk Management Teams.
**Job Summary**
Under general supervision, uses skills gained through training and experience to assist with specific projects within the Financial Risk Management and Enterprise Risk Management teams for a specified period of time. The intern will participate in projects with significant scope and impact and provide assistance in areas of change management (e.g. new or enhanced enterprise or operational risk management programs, project management, research etc.) and business as usual execution of current risk programs. Follows established procedures to perform tasks and receives general guidance and direction to perform other work with substantial variety and varied complexity. Some judgment is required to adapt procedures, processes and techniques to apply to more complex assignments. Resolves routine questions and problems and refers more complex issues to a higher level. Routine contact with internal and external customers may be required to exchange basic information.
**Internship Length:** **10 weeks**
**Start Date:** June 1, 2026
**End Date:** August 7, 2026
**Work Schedule:** Monday through Friday, up to 40 hours per week
**Duties and Responsibilities**
+ Conduct financial risk assessments by analyzing data, trends, and exposures across portfolios and business activities, with a focus on credit risk, market risk, and treasury.
+ Support the development and enhancement of risk models, stress testing frameworks, and scenario analyses to evaluate potential impacts on the company's risk profile.
+ Monitor key risk indicators and ensure timely reporting to senior management and relevant stakeholders, emphasizing proactive risk management.
+ Contribute to the design and implementation of risk governance policies, procedures, and control frameworks to strengthen the overall risk management infrastructure.
+ Assist in preparing materials for risk committees, regulatory reviews, and internal audits, ensuring compliance with regulatory requirements and industry best practices.
+ Participate in efforts to automate and improve risk reporting and analytics using tools such as Excel, Python, or SQL, enhancing efficiency and accuracy.
+ Participate in learning opportunities provided during the internship. This includes attending training sessions, workshops, and seeking feedback to improve skills and knowledge
+ Stay informed on market developments, regulatory changes, and emerging risks to support proactive risk management and scenario planning.
+ Operates standard office equipment and uses required software applications
**Knowledge, Skills, and Abilities**
**Knowledge of** **:**
+ Concepts, practices, and procedures of securities industry and/or banking compliance reviews.
+ Fundamental investment concepts, practices and procedures used in the securities industry.
+ Awareness of risk governance structures, policies, and procedures within a regulated financial environment.
+ Exposure to financial modeling tools such as Excel, Python, R or SQL
+ Exposure to business process modeling, system analysis, and business office tools
+ Experience developing processes and procedures
**Skill in** **:**
+ Strong analytical skills with the ability to interpret complex data and identify trends
+ Strong interpersonal, written and verbal communication skills.
+ Planning and scheduling work to meet regulatory organizational requirements.
+ Knowledge of Project management principles and best practices
+ Preparing oral and/or written reports and presentations.
+ Operating standard office equipment and using required software applications.
+ Analytical skills with the ability to solve complex problems, analyze large amounts of data and execute on solutions.
**Ability to** **:**
+ Have strong attention to detail with the ability to maintain a strategic, big-picture perspective.
+ Ability to gather and interpret data, identify patterns and trends, and apply insights to business assignments.
+ Skilled in managing multiple tasks and shifting priorities in a fast-paced, deadline-driven environment.
+ Demonstrated initiative, problem-solving ability, and capacity to work independently.
+ Excellent written and verbal communication skills, with a focus on stakeholder engagement and customer service.
+ Collaborative and adaptable, with the ability to build effective relationships across teams and organizational levels.
**Educational/** **Previous** **Experience**
+ Bachelor's degree (2027) with a major in Finance, Accounting, Economics, Mathematics or Statistics
+ Eligible applicants must be legally authorized to work in the US and not require visa sponsorship now or in the future (including beyond OPT/EAD).
+ Any equivalent combination of experience, education, and/or training approved by Human Resources.
**Licenses/Certifications**
+ None required.
**Location**
**Hybrid position - St. Petersburg office**
+ No travel required.

Our client is seeking a highly experienced Senior Management Consultant to advise leading organizations within the financial services sector in Tampa, Florida, US . This role requires a strategic thinker with a deep understanding of banking, investment, insurance, or fintech industries, and a proven track record of driving significant business impact. You will be responsible for developing and implementing strategic initiatives to address challenges related to digital transformation, regulatory compliance, operational efficiency, market entry, and growth strategies. The Senior Management Consultant will lead client engagements, manage project teams, and cultivate strong relationships with senior executives. Key responsibilities include conducting in-depth market and competitive analysis, developing financial models, formulating strategic recommendations, and guiding clients through implementation. The ideal candidate possesses exceptional analytical, problem-solving, and communication skills, with the ability to translate complex business issues into actionable plans. Experience with data analytics, process re-engineering, and change management is highly valued. This position involves a hybrid work model, requiring significant client-site presence for key engagements and meetings, with flexibility for remote work. A passion for driving innovation and transformation within the financial services industry is essential. You will be instrumental in helping our clients navigate evolving market dynamics and achieve their strategic objectives.

• Develop and execute strategic plans for financial services clients.
• Conduct market research, competitive analysis, and financial modeling.
• Advise clients on digital transformation, regulatory changes, and operational improvements.
• Lead client engagements, manage project teams, and ensure successful delivery.
• Develop and present strategic recommendations to C-suite executives.
• Identify opportunities for business growth and efficiency gains.
• Facilitate workshops and stakeholder alignment sessions.
• Ensure compliance with industry regulations and best practices.
• Mentor junior consultants and contribute to the firm's knowledge base.

Qualifications:

• Master's degree in Business Administration (MBA), Finance, Economics, or a related field.
• 10+ years of experience in management consulting, investment banking, or strategic roles within the financial services industry.
• Deep expertise in one or more sub-sectors such as banking, capital markets, insurance, or fintech.
• Proven track record of leading successful strategic initiatives and client engagements.
• Exceptional analytical, quantitative, and problem-solving skills.
• Outstanding communication, presentation, and interpersonal skills.
• Ability to manage complex projects and diverse stakeholder groups.
• Experience working in a hybrid professional environment.
• Strong understanding of financial services regulatory landscape.