1+ months

Business Technology Management Analyst - Tehnology Accounting REMOTE

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
Apply Now
Apply on the Company Site
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
We are looking for a Technology Financial Analyst to join the TECH Digital Strategy Portfolio & Insights area to support the Technology Business Management function which consists of a dynamic, distributed team of techno-functional professionals across Finance and Technology Divisions. Digital Strategy Portfolio & Insights facilitates the coordination of large-scale programs and assists with removing and escalating cross-project and cross-team roadblocks impacting the portfolio deliverables.

This position will require you to interact and collaborate with Directors and Sr. Directors from various Technology functional areas and coordinate with Finance leadership and other members of the Finance team to evolve our system and processes for Technology Business Management. This position operates in a rapidly changing environment and requires a self-starter with excellent time management and adaptability. The candidate should also demonstrate strong analytical and problem-solving skills with attention to reporting accuracy and detail.

Support core technology & financial processes for the organization including Annual Expense Planning and Lean Portfolio Management.

Inform other Technology business areas as to the financial impact of potential business decisions they are responsible for making.

Prepare, summarize, and present firm financial reports and analysis. Identify trends and present recommendations to Senior Leadership in order to influence decision making.

Contributes to Agile Transformation Agenda. Includes ability to operate in ambiguous situations, create process enhancements that address short term needs while moving us closer to long-term vision.

Collaborate with Technology business partners to ensure accurate and timely forecast submissions.

Manage the preparation of budget reports and analyses for presentation to Leadership during the budget review and approval process.

Prepare, track and report burn rate against budget to Technology Leadership.

Contribute to the process that evaluates IT products, services and vendors to determine improvement or replacement.

Proactively identify high risk issues and assist in implementing solutions.

Support system design, documentation, testing, and implementation to ensure functional business area requirements are met.

Analyze, document, and monitor business processes. Identify and implement process and control improvements where needed.

Perform financial modeling as assigned.

Participate as needed with overall PMO support activities which may include planning, scoping, analysis, presentation, and coordinating financial approvals. This includes leading financial analyses, ROI and investment analysis for Technology portfolio.

Maintain full compliance with financial controls and SOX reporting requirements.

We Value:

Agile experience in lean portfolio management

Self-starter with the ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced and ambiguous environment

Strong interpersonal, excellent verbal and written communication skills

Strong project management skills including the ability to manage priorities and workflow

Exposure to Technology Business Management (TBM) taxonomy, PeopleSoft Financials, Apptio and/or Tableau is a plus
About You:

Bachelors degree in Finance, Accounting, Economics, Business, Engineering and/or similar discipline with analytical bias. CPA or MBA highly valued.

4+ years of relevant work experience in technology business management, finance, accounting or related field is preferred.

Proven analytical, planning, and organizational skills with an ability to manage competing demands.

Proven knowledge and understanding of business needs with the ability to establish/maintain high level of trust and confidence.

Superior proficiency with Excel & complex financial modeling required (macros, index, conditional list, arrays, pivots, lookups).

Strong proficiency in PowerPoint and experience in developing executive materials with high-level of attention to detail and accuracy.

* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. [Visit our career site]() to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
Posted: 2021-03-12 Expires: 2021-05-20
Sponsored by:
ADP Logo

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Business Technology Management Analyst - Tehnology Accounting REMOTE

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast