Raymond James Financial
Tara Beard is an accomplished professional with extensive experience in compliance and analytics within the financial services and healthcare sectors. Currently serving as Compliance Senior Manager at Raymond James Financial since September 2022, Tara previously held roles as Sr Analyst at Raymond James from January 2020 to September 2022 and as a Business Analyst Consultant at UnitedHealth Group from February 2015 to January 2020. Earlier in Tara's career, positions included Data Analyst at Suncoast Center from January 2008 to December 2014 and Business Analyst at Raymond James Financial Inc. from January 1998 to January 2005. Tara holds a Bachelor of Applied Science in Management Information Systems from the University of South Florida, completed between 1998 and 2001.
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Raymond James Financial
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Under intermittent supervision, uses knowledge and skills obtained through education, experience, specialized training and/or certification in securities and/or banking industry to ensure compliance with all securities and/or banking rules and regulations. Coordinates compliance functions, guides compliance efforts, and acts as a liaison between functional areas. Assists with large projects with significant scope and impact. Works independently on difficult assignments that are broad in nature and require originality and ingenuity with appreciable latitude for unreviewed actions or decisions. Provides comprehensive solutions to complex problems. Develops recommendations for departmental and business processes and procedures to improve internal controls and mitigation strategies. Maintains extensive contact with internal customers to identify, research, analyze and resolve complex issues.