EDWARD JONES | Senior Financial Analyst III – Compensation Reporting and Analysis | Saint Louis, MO | United States | BigDataKB.com | 2023-01-27

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 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.

We are looking for a Senior Financial Analyst III to join our Compensation Reporting and Analysis Team. You will have the unique opportunity to partner with leaders and associates across the firm to measure and influence the firm’s compensation strategies for our branch teams. Each decision you help our leaders make impacts our bottom line and the experience of our branch teams. You will have a mix of financial accounting, reporting, planning and analysis responsibilities.

The Compensation Reporting and Analysis team within Compensation Program Support department:

• Ensures the compensation components of firm accounting and financial reporting are complete, accurate, and disclosed appropriately, and ensure variances and trends are understood and documented
• Partners with teams across Finance and the firm to analyze and deeply understand firm compensation and expense policies that incentivize our financial advisors and branch teams to act in the best interest of our clients and act as owners of the firm, demonstrating financial stewardship of firm resources
• Collaborates with our Compensation Program Support Teams to improve our understanding and utilization of data and reporting, designing and enhancing business processes with simplicity and transparency and creating capacity for our business areas
• Develops Management Reporting and accompanying insights for Finance Sr. Leadership in order to inform key leaders on compensation financial impacts and to influence future decision making

While associates in a Sr Financial Analyst III role work in a number of different capacities throughout the division, the majority of this role’s responsibilities include the following:

• Ensuring the compensation components of firm accounting and financial reporting are complete, accurate, and disclosed appropriately, and ensuring variances and trends are understood and documented
• Preparation (including concept development) of customized executive-level management financial reports; review and provide feedback on reporting prepared by other associates
• Presentation of financial reports and written analysis as well as frequent verbal presentation of firm financial information and financial insights to senior Firm leaders
• Advanced financial analysis, forecasting, and complex financial modeling for division leaders and executive-level management
• Proactively identify efficiency/control improvements and cost reduction opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions with support from leaders
• Develop and manage business relationships with senior leaders and executive-level management across the organization Finance associates, project team members and senior leaders across the organization
• Inform and educate other business areas as to the financial impact of business decisions, as well as recommending an optimal or preferred solution to influence strategic direction; deliver original insights on opportunities for enhancing Firm performance
• Develop divisional and Firm-level reporting and measurements to create awareness of and accountability for results
• Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives

Qualifications:

• Bachelor’s degree is required, emphasis in Accounting or Finance strongly preferred (or relevant work experience)
• CPA/International country equivalent or MBA preferred
• 7+ years of relevant work experience
• Intermediate to advanced understanding of accounting processes and financial statements required
• Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
• Works effectively both independently and in a team environment
• 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 summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership
• Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
• Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills
• Advanced project management skills
• Proficiency using PeopleSoft Financials is a plus
• Industry and best practice research skills preferred
• Tableau, SQL, or Data Analysis experience preferred

Problem Solving:
Issues can 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 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. sourcing pricing strategy development, analytical model development, etc.) are made independently. More complex and high-impact decisions are generally made after consultation with the 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.

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune’s 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones scored 100 percent on the Human Rights Campaign Foundation’s 2022 Corporate Equality Index (CEI) the nation’s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

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: