Head of Accounting Policy & Technical Accounting

Technical Accounting Research

• Research complex accounting issues and develop well-supported accounting conclusions.

• Interpret accounting guidance issued by FASB, SEC, and other regulatory bodies, as well as related accounting firm interpretations.

• Prepare and maintain technical accounting memoranda, accounting position papers, and supporting documentation.

• Provide accounting consultations for unusual, non-routine, or complex transactions.

• Analyze proposed transactions and contracts to determine appropriate accounting treatment.

• Monitor emerging accounting pronouncements and industry developments affecting the organization.

New Products & Business Initiatives

• Serve as Accounting's representative in new product approval and governance processes.

• Assess accounting implications of new products, business initiatives, strategic transactions, and changes in business practices.

• Partner with business leaders, Legal, Treasury, Risk, and Finance teams to identify accounting, reporting, operational, and control impacts of new offerings.

• Provide accounting guidance during product design and implementation to ensure appropriate accounting treatment and reporting.

• Identify and document accounting requirements for new products prior to launch.

• Support strategic growth initiatives by providing timely accounting analysis and recommendations.

Accounting Standards Implementation

• Monitor new accounting standards and evaluate organizational impacts.

• Lead technical accounting assessments related to new accounting guidance.

• Develop implementation plans and coordinate adoption activities.

• Communicate accounting and reporting implications to stakeholders and Finance leadership.

• Support operational implementation of accounting changes across affected business functions.

Accounting Policy

• Lead the development, maintenance, and governance of the Company's accounting policies and related guidance.

• Establish and maintain accounting policy documentation supporting consistent application of U.S. GAAP across the organization.

• Draft, update, and communicate accounting policies, interpretations, and implementation guidance.

• Evaluate existing policies and recommend enhancements based on regulatory developments, business changes, and industry practices.

• Develop training and educational materials supporting policy implementation and awareness.

Acquisitions

• Lead efforts to identify and engage third-party specialists to perform valuation of acquired assets and liabilities that result from acquisition activities.

• Lead documentation of the firm’s controls over acquisitions.

• Support firm due diligence procedures.

Auditor & Stakeholder Engagement

• Support external audit reviews of technical accounting positions and conclusions.

• Coordinate responses to auditor inquiries related to technical accounting matters.

• Build strong relationships with internal stakeholders to facilitate effective accounting consultations.

• Present accounting conclusions and recommendations to senior Finance leadership.

• Ensure technical accounting decisions are appropriately documented and governed.

Leadership

• Lead team responsible for technical accounting projects and initiatives.

• Mentor and develop accounting professionals.

• Promote a culture of technical excellence, continuous learning, and collaboration.

• Perform other duties and responsibilities as assigned.

• Engage with and educate others throughout finance and RJF.

Knowledge of

• U.S. GAAP and FASB Accounting Standards Codification.

• SEC reporting and disclosure requirements.

• Accounting policy governance practices.

• Technical accounting research methodologies.

• Financial services products and transactions.

• Internal controls and corporate governance principles.

• Acquisition accounting.

Skill in

• Technical accounting research and analysis.

• Preparing accounting memoranda and position papers.

• Interpreting accounting standards and regulatory guidance.

• Evaluating new product and transaction accounting impacts.

• Presenting technical conclusions to executive leadership and auditors.

• Building partnerships across business and support functions.

Ability to

• Apply accounting guidance to complex business situations.

• Communicate technical concepts in a practical and understandable manner.

• Influence accounting decisions through sound analysis and recommendations.

• Manage multiple complex assignments simultaneously.

• Exercise sound professional judgment in areas requiring interpretation.

• Establish credibility with business leaders, auditors, and Finance leadership.

Education/Previous Experience

• Bachelor's Degree in Accounting required.

• CPA required.

• Minimum 10 years of accounting experience.

• Public accounting experience strongly preferred.

• Significant experience in technical accounting research and accounting policy development.

• Experience with acquisition accounting preferred.

• Experience supporting new products, complex transactions, or strategic initiatives preferred.

• Financial services industry experience preferred.