7 days old

Senior Financial Analyst III, Finance (remote work eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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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.
Revenue Reporting, Planning and Analysis is responsible for the Firm's revenue accounting, management reporting, and revenue planning and analysis. We exist to uphold the financial integrity of our Firm's financial statements, provide the right information and analysis to the right people at the right time, and champion Financial Stewardship throughout the Firm.

The Revenue Reporting team is responsible for our monthly revenue financial close process, firm-level management reporting and analysis and firm revenue planning.

In this position, you will work in a variety of different capacities, including (but not limited to) the monthly close cycle, creation of financial statements, financial reporting, financial planning, modeling and analysis, general ledger account reconciliations, special projects, and more.

The successful candidate will be a self-starter with an outstanding work ethic and looking to advance their career to the next level.

This role delivers financial integrity through recording and accounting for the firm's revenue. Further, it partners across the firm to proactively identify and deliver revenue trends and insights that influence and impact business decisions.

Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience). CPA/International country equivalent or MBA preferred. 7+ years of relevant work experience.

Functional/Technical Qualifications:
* Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
* Advanced financial analysis, forecasting, and complex financial modeling skills, such as sensitivity analysis incorporating multiple variables and financial analysis of business decision alternatives
* Ability to develop and leverage economic modeling and data visualization to identify patterns/trends/insights etc. on predefined problems.
* Ability to extract, cleanse and transform data to support the needs of the analysis.
* Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.
* Advanced experience with Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.
* Works effectively both independently and in a team environment
* Intermediate to advanced understanding of accounting processes and financial statements required
* Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills
* Ability to summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership
* Advanced experience with general ledger
* Experience with Tableau is a plus
* Advanced project management skills
*Problem Solving:*
Due to high volume, issues typically arise daily with varying degrees of complexity. The Sr Financial Analyst III must have the ability to analyze and recommend solutions to divisional and firm-wide leadership for a broad spectrum of scenarios and business improvement opportunities in a clear and concise manner. The Sr Financial Analyst III must have the ability to implement projects of a moderate to high complexity which involve cross-functional teams, and therefore must be able to collaborate well with associates and leadership throughout the firm, including external vendors.

*Decision Making:*
Decisions made based on financial information and recommendations provided through this role generally have a moderate to high impact on Firm performance. Decisions are of moderate to high complexity and typically pertain to ad hoc analysis and the generation of strategies and recommendations. Decisions of moderate complexity and moderate impact (e.g. analytical model development, etc) are made independently. More complex and high-impact decisions are generally made after consultation with the leader. Overall, they are able to take constructive action with little or no direction from others but know when to pull in others and leverage their leader.

*Span of Influence:*
The Sr Financial Analyst III develops and performs high complexity financial analysis with typically high financial impact. The Sr Financial Analyst III works with leaders and executive-level management throughout the Firm, providing financial guidance to directly influence strategic business decisions. While there are no direct supervisory responsibilities, mentoring and training other associates on the team as well as associates on project teams from other divisions is expected. To successfully influence decision making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives.


* 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.
Posted: 2021-01-12 Expires: 2021-02-18
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Senior Financial Analyst III, Finance (remote work eligible)

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

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