1+ months

Sr Financial Analyst III, FIN (US Work Remote Eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
Apply Now
Apply on the Company Site
  • Jobs Rated
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. 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.

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

While associates in a Sr Financial Analyst III role work in a number of different capacities to support the team up through senior firm leaders, the majority of their responsibilities typically include the following:
* Advanced financial analysis, forecasting, and complex financial modeling of various revenue streams and products.
* Manage and optimize data; extract, cleanse and transform data to support the needs of reporting and analyses while applying critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.
* Presentation of financial reports and analysis, both written and verbal.
* Proactively identify efficiency, data integrity, and control improvements opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions
* Develop and manage business relationships with senior leaders and executive-level management across the organization
* Inform and educate other business areas on financial concepts and best practices as well as the financial impact of business decisions; delivering insights and recommending an optimal or preferred solution to influence strategic direction.
* Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives

* Bachelor's degree in a related field. CPA a plus.
* Industry experience or licensing (SEI or Series 7) a plus.
* Minimum of 7 years of experience with increasing levels of responsibility. This includes experience in accounting, reporting and financial planning.
* Ability to think strategically. Seeing through complex ambiguous situations from multiple perspectives. Deliver change in support of a strategic vision.
* Ability to build and maintain solid relationships with internal and external business partners.
* Must work well collaboratively.
* Ability to plan and organize efficiently and effectively.
* Ability to manage complex financial matters and processes.
* Excellent interpersonal, written communication and presentation skills at all levels of the organization.
* Proven ability to effectively drive change initiatives and exercise influence.
* Advanced understanding of Microsoft Office (Word, Excel, PowerPoint) required, including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.
* Prior experience with departmental systems (PeopleSoft) is considered a plus.

* 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](https://careers.edwardjones.com/compensation-and-values/) 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:

Jobs Rated Reports for Financial Analyst

Posted: 2021-10-25 Expires: 2022-01-03
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:

Sr Financial Analyst III, FIN (US Work Remote Eligible)

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

Join us to start saving your Favorite Jobs!

Sign In Create Account
Financial Analyst
28th2019 - Financial Analyst
Overall Rating: 28/199
Median Salary: $85,660

Work Environment
Powered ByCareerCast