Financial Planning & Analysis Analyst III - Finance

Overview

The Financial Planning & Analysis area is seeking a highly skilled and highly motivated FP&A Analyst III to support our firm and segment financial planning and analysis team.

What You'll Do

• Develop an internal network of relationships across Finance and supported business areas to act as a trusted partner for stakeholders to rely on.
• Advanced analysis skills, forecasting/outlooking, and complex modeling.
• Ability to understand and identify opportunities to apply different types of statistics and advanced analytical concepts.
• Support financial planning and forecasting for the firm's cash, lending, and advisory revenue streams, translating business drivers and performance trends into actionable financial insights.
• Support core business segment planning, reporting, and analysis by developing insights that help business leaders understand performance, identify trends, and evaluate opportunities.
• Develop high impact analysis that facilitates the transformation of complex data/information into actionable insights and recommendations.
• Inform and educate business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction.
• Develop segment and Firm-level measurements to create awareness of and accountability for results.
• Prepare customized management-level reports and dashboards in support of the Firm's initiatives or programs.
• Summarize complex information and concepts and clearly communicate up to Senior Management.
• Educate firm leaders on analytical concepts and best practices.
• Develop and manage business relationships with Finance associates, project team members and senior leaders across the organization.
• Participate in and lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives.

What Experience You'll Need

• Bachelor's degree in a related field
• Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) required
• 5+ years of relevant work experience, including prior experience in a Financial Planning & Analysis function
• Demonstrated ability to develop financial/economic models using a driver-based methodology
• Proven ability to work with stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions
• Excellent ability to analyze problems and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner
• Capability to connect the dots to ensure processes are integrated
• Experience operating in ambiguous situations, creating processes enhancements that address short term needs while moving us closer to a longer-term vision
• Identify trends and present recommendations to Senior Leadership in order to influence decision making
• Sound ability to collaborate well with associates and leadership throughout the firm, including external vendors
• Exceptional written and verbal communication
• Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting

Location

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

About the Role

Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

Benefits

• Medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability, basic life, and basic AD&D coverage
• 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account
• Ten paid holidays and 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

Equal Opportunity Employer

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.