Financial Planning

1 week ago

Saint Louis MO, United States Edward Jones Full time

Words our headquarters associates use when talking about working at Edward Jones. Position Schedule: Full-Time
The Financial Planning & Analysis (FP&A) area is seeking a highly skilled and highly motivated Analyst II to serve as a Workplace Services & Digital SFO (senior financial officer) within the firm's functional area FP&A Team. FP&A's vision is to be the "financial advisor" to the firm , so this individual would be supporting our Workplace Service (Home Office / Branch Real Estate) and Digital areas in this work.
We are responsible for enabling firm and functional area decision making, providing insightful and action oriented financial reporting and analysis, evolving financial planning processes, and applying best practices and new perspectives to solve complex problems in support of our divisions.
This role is part of a team that supports annual and ad hoc firm and functional area expense planning, implements and executes driver-based forecasting, and collaborates across the firm to support strategies to achieve short and long-term objectives. We are looking for a self-starter who has demonstrated the ability to partner with the business, to deepen their understanding of how their business strategies impact the firm's financial results, to provide financial and economic support to the decision-making process, and to champion financial stewardship.
A successful associate in this role will have built relationships, established trust, earned a seat at the table with senior leadership, become a valued partner in evaluating the economic impact of new or changing business strategies, and delivers new insights to enable leadership to optimize how the function utilizes firm resources (expense optimization).
Develop an internal network of relationships across Finance and supported functions to act as a trusted partner for stakeholders to rely on.
Advanced analysis skills, forecasting/outlooking, and complex modeling. 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.
Summarize complex information and concepts and clearly communicate up to Senior Management
Verbal and written presentation of analysis, as well as presentation of firm financial information and analytical insights to senior Firm leaders. 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

Edward Jones' compensation and benefits package includes 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. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 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. All associates are eligible for the firm's Employee Assistance Program. Bachelor's degree in a related field
~4+ 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.
~ Experience operating in ambiguous situations, creating process 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
~ Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.

Experience with SQL, Tableau, Power BI or other data visualization tools would be considered a plus.
Working knowledge of PeopleSoft Financials, OneStream or another financial planning tool is also a plus.
Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
At Edward Jones, we are building a place where everyone feels like they belong. Insights & Information Blog Postings about Edward Jones
Insights & Information Blog Postings about Edward Jones
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.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. View our Purpose, Inclusion and Citizenship Report .
¹Fortune 500, published June 2023, data as of December 2022. 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.
#

  • Financial Planning Assistant

    3 weeks ago

    Saint Petersburg, United States Elevate Financial Planning and Wealth Management Full time

    Job OverviewElevate Financial Planning and Wealth Management is seeking a highly organized and detail-oriented Financial Advising Assistant to join our team. This role will provide an in-depth look at the Financial Advising industry while getting the opportunity to shadow a successful mentor.Key Responsibilities:Assist financial advisors with preparing and...

  • Senior Financial Planning Associate

    2 weeks ago

    Saint Peter, Minnesota, United States Ameriprise Financial Full time

    Job OverviewAs an Associate Financial Advisor at Ameriprise Financial, you will play a pivotal role in the smooth operation of our fast-paced and friendly financial planning office. This position offers a unique opportunity to hone your skills and build a base of clients under the guidance of an experienced financial advisor. Your primary responsibility will...

  • Financial Planning and Analysis Consultant

    2 weeks ago

    Saint Paul, Minnesota, United States Securian Financial Group Full time

    About the Role:The Institutional Retirement Solutions division at Securian Financial Group is seeking a highly skilled Financial Planning and Analysis (FP&A) Consultant to support FP&A functions and accounting for the business unit and reinsured business.Key Responsibilities:Partner with Vice President – Institutional Retirement Products and CFO –...

  • Financial Planning

    1 week ago

    Saint Louis, MO, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone...

  • Senior Financial Analyst III

    1 week ago

    Saint Louis, MO, United States Edward Jones Full time

    Words our headquarters associates use when talking about working at Edward Jones. Position Schedule: Full-Time 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...

  • Senior Financial Analyst III

    1 week ago

    Saint Louis, MO, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you. Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone...

  • Director, Financial Planning

    4 weeks ago

    Saint Louis Place, MO, United States ADB Companies Full time

    DescriptionTo be a team member at ADB Companies you must be ALL IN to support the company's mission, vision, and values. OUR MISSION: We are a customer-centric partner providing innovative solutions. The safety, well-being, and career growth of our team members are the benchmarks of our success. POSITION TITLE: Financial Planning and Analysis (FP&A)...

  • Financial Planning

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Financial Planning and Analysis Manager

    3 weeks ago

    St. Louis, MO, USA, United States BrightSpring Health Services Full time

    Job Title: Financial Planning and Analysis ManagerJoin BrightSpring Health Services, a leading provider of integrated medical services, as a Financial Planning and Analysis Manager. In this role, you will play a critical part in supporting our various entities, ensuring high-quality financial and analytical support to meet business needs and objectives.About...

  • Financial Planning

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Financial Planning

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Financial Planning

    1 week ago

    Saint Louis, United States Edward Jones Full time

    Job DescriptionWant a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client....

  • Financial Planning

    2 weeks ago

    Saint Louis, United States Edward Jones Full time

    Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is...

  • Financial Planning Analyst

    4 days ago

    ST Louis, MO, United States Arcadian Infracom Full time

    Arcadian is seeking a dedicated Financial Planning Analyst to focus on financial analysis, reporting, and budgeting for Arcadian Infracom, Inc. and all subsidiaries. Responsible for the ongoing development of financial plans and forecasts based on analyses of the business’s operational needs.Overview of ResponsibilitiesGenerate Excel models, presentations,...

  • Financial Analyst III

    2 weeks ago

    St. Louis, MO, USA, United States GardaWorld Full time

    Job SummaryThe Financial Analyst III is a key role within GardaWorld, responsible for analyzing the financial position of the company and recommending policy actions. This involves collecting, mining, monitoring, and studying data to inform business decisions.Key ResponsibilitiesAssist in the preparation of financial reports, including budgeting and...

  • Financial Planning and Analysis Director

    2 weeks ago

    St. Louis, MO, USA, United States ADB Companies Full time

    Job Title: Financial Planning and Analysis DirectorTo be a successful team member at ADB Companies, you must be fully committed to supporting the company's mission, vision, and values.Our Mission: We are a customer-centric partner providing innovative solutions. The safety, well-being, and career growth of our team members are the benchmarks of our...

  • Financial Planning Specialist

    3 weeks ago

    St Louis, Missouri, United States W3Global Inc Full time

    Job OverviewW3Global Inc is seeking a skilled Financial Planning Specialist to provide financial planning, retirement planning, and investment advice to clients. The ideal candidate will have a strong analytical mindset and excellent communication skills.Key ResponsibilitiesDevelop and implement comprehensive financial plans for clientsProvide retirement...

  • Financial Planning Specialist

    3 weeks ago

    Saint-Brieuc, Bretagne, United States CJM Wealth Advisers, Ltd. Full time

    CJM Wealth Advisers, Ltd. - Financial Planning SpecialistCJM Wealth Advisers, Ltd. is a leading financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients. With a focus on personalized service and strategic financial planning, we empower individuals and families to achieve their financial goals and secure their...

  • Financial Planning Specialist

    3 weeks ago

    Saint-Brieuc, Bretagne, United States CJM Wealth Advisers, Ltd. Full time

    CJM Wealth Advisers, Ltd. - Financial Planning OpportunityCJM Wealth Advisers, Ltd. is a leading financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients. With a focus on personalized service and strategic financial planning, we empower individuals and families to achieve their financial goals and secure their...

  • Financial Planning Specialist

    3 weeks ago

    Saint-Brieuc, Bretagne, United States CJM Wealth Advisers, Ltd. Full time

    CJM Wealth Advisers, Ltd. is a leading financial advisory firm dedicated to providing comprehensive wealth management solutions to our clients. With a focus on personalized service and strategic financial planning, we empower individuals and families to achieve their financial goals and secure their future.Job Overview:We are seeking a highly skilled and...