Job Location: Saint Louis, MO
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.
Edward Jones is seeking a highly skilled individual to support the Firm & Segment Financial Planning and Analysis team within the Finance Division. Responsibilities include enabling firm and segment decision making, providing insightful and action-oriented financial analysis, as well as applying best practices and new perspectives to solve complex problems. This role will be part of a team that supports annual and ad hoc firm and segment planning, implement and execute driver-based forecasting, and will collaborate across the firm to support strategies to reach short and long-term objectives.
Key Responsibilities :
- Support Firm and segment annual and multi year planning process including gathering and validating data, improve existing processes, analyze actual and forecasted results and communicate recommendations/guidance to senior leadership.
- Initiate and implement ad hoc financial modeling and analysis with a high degree of accuracy and completion within short time frame
- Assist in determining and assessing key performance indicators and financial drivers including defining the financial implications of each driver, creating/updating financial models that are integrated into the planning and forecasting process and assist in identifying opportunities to improve performance based on these key drivers.
- Translate data into high-value, actionable insights for senior leadership and business partners, developing and refining new analyses in response to business needs, and bringing expertise on emerging trends.
- Develop and execute segment financial and metric reporting packages to be shared with senior leadership on recurring basis.
- Develop and manage strategic relationships with senior leaders across the organization.
- Partner with senior leaders to integrate financial outcomes into business decisions. Support the increased use of data-driven decision making.
- Lead research and modelling efforts that aid in the creation and maintenance of the firm’s and segments’ strategic plans.
- 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
- Prepares financial reports by collecting, formatting, analyzing, and explaining information
- Conduct variance analysis to show leadership how the budget and/or rolling forecast compares against actual performance.
- Uses data and analysis to create insights and recommend path forward on key decisions such as performance improvements, investment decisions, benefits realizations and, minimize risk or capture new opportunities from both within the firm and within the external environment
Education
- Bachelors degree in Business, Accounting, Finance, Economics or data science
- Relevant work experience will be considered
- MBA or advanced degree or certification is preferred
- 7+ years work experience
Depth of Knowledge
- Consulting and/or corporate FP&A experience is preferred.
- Financial Services industry experience is a plus.
Functional/Technical Qualifications
- Demonstrated experience in strategic planning, budgeting and forecasting and robust and action driven analysis
- Advanced analysis skills, forecasting, and complex modeling. Ability to understand and identify opportunities to apply the different types of statistics and advanced analytical concepts.
- 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 up to executive management.
- A proficiency using visualization software (Tableau) is a plus
- Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
- Industry and best practice research skills must
- Advanced project management skills
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2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
- From FORTUNE ©2021 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.
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2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
- From The Human Rights Campaign. All Rights Reserved
- 2021 Training Top 100 list – Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
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J.D. Power, 2021 – Edward Jones has ranked highest in Employee Advisor Satisfaction among Financial Investment Firms in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
- Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.
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:
Salary: $106916 – $182047
Category: Headquarters
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