27 days old

Senior Financial Analyst II, Finance

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103
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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.
The Finance Division of Edward Jones is seeking a highly-motivated accounting & finance professional with the potential and desire for continued career growth to join the Expense Planning & Analysis Team within the Financial Reporting, Planning & Analysis Department of the Finance Division. *The Expense Planning & Analysis Team exists "to enable financial stewardship across the organization by creating and communicating key financial information, sharing financial insights, supporting the decision-making process regarding firm expense, and upholding firm spend controls."*
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*This role will be responsible for working in partnership with leaders across the organization in their expense management efforts by: (i) preparing, analyzing, and presenting financial information, (ii) supporting division leadership in understanding how their business activities drive the firm's financial results, and (iii) leading their divisions through the firm's expense planning process. *
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*Key Functional Responsibilities:*
* Establish and maintain relationships with key internal stakeholders and understand the financial impact of their responsibilities, objectives, supporting strategies and business activities across the firm.
* Drive the financial analysis of division expenses deeper into the responsible divisions by proactively developing and communicating key financial information to business owners.
* Lead division(s) through the firm's expense planning process; Develop a strong cost disciplined mindset throughout the organization.
* Establish and adhere to strong accounting controls to safeguard the firm's assets and continuously monitor these controls to ensure they are functioning properly to mitigate firm risk.
* *Serve as the primary Finance liaison to the divisions for expense management processes, controls, reporting, analysis and communicating financial information between the divisions and Finance.*
* *Champion the evolution of existing processes, controls, and technology in order to meet the changing needs and increasing complexity of the organization.*

*Operational Responsibilities *
* Develop and maintain business relationships and partnerships with targeted business owners and stakeholders across the firm to: (i) understand their business objectives, (ii) support their decision-making process, and (iii) increase cross-functional cooperation and sharing of information.
* Prepare, summarize, and present firm financial information and analysis; Identify trends and package/present findings and recommendations to senior leaders in Finance and supported divisions in order to influence decision making.
* Inform and educate other business areas as to the financial impact of potential business decisions they are responsible for making.
* Proactively review, analyze, document, and recommend improvements to reporting, analysis, processes and controls related to area responsibilities and drive implementation of solutions with leadership support.
* Participate in, and occasionally lead, cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives.
* Develop divisional and Firm-level reporting and measurements to create awareness of and accountability for results

* Bachelor's degree with a Finance/Accounting emphasis
* CPA/MBA strongly preferred
* 4+ years of relevant work experience
* Prior financial analysis experience required
* Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook) required, including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.
* Prior experience with departmental systems (PeopleSoft) and/or business intelligence software (Tableau) is considered a plus.

Functional Skill Sets
* Intermediate analysis skills, primarily forecasting, investigating and explaining variances and completing structured financial impact analysis such as total cost of ownership and return on investment analysis.
* Intermediate to advanced understanding of accounting principles, processes, controls and financial statements.
* Possess intellectual curiosity as well as a strong interest in & desire to implement change.
* Excellent verbal and written communication skills with demonstrated experience delivering presentations to business area leaders.
* Ability to summarize and communicate financial information and concepts (of low to moderate complexity) to non-financial leaders.
* Demonstrated ability to build relationships and influence leaders and associates across the organization.
* Ability to make decisions and manage medium scale projects or initiatives using basic project management skills.
* Ability to work independently, as well as in a team environment.
* Contribute to a positive team climate.
* Achieve high levels of productivity by establishing objectives, managing priorities, and driving for results.
* Able to prioritize workload according to criteria such as time urgency, perceived value of outcome, ease of completion, importance, and political/organizational factors.

* 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: 2021-03-19 Expires: 2021-05-15
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Senior Financial Analyst II, Finance

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

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