Financial Planning

3 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 working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

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. The individual in this role will be responsible for supporting several different functional areas which have a combined annual operating budget of approximately $700M+.

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.

What does success look like in this role? 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).

What You'll Do:
  • 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. Ability to understand and identify opportunities to apply different types of statistics and advanced analytical concepts.
  • 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 divisional/functional 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
  • Verbal and written presentation of analysis, as well as presentation of firm financial information and analytical insights to senior Firm leaders. 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


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. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Hiring Minimum: $81750
Hiring Maximum: $139194

Read More About Job Overview

Skills/Requirements

What Experience You'll Need:
  • 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.
  • 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 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
  • Ability to plan and organize efficiently and effectively
  • 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.

What Could Set You Apart:
  • 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.) would also be considered a plus.

Please note: 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 three days per week, with preference for Tuesday through Thursday.

Read More About Skills/Requirements

Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Read More About Awards & Accolades

About Us

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.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.

View our Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

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.

#LI-HO

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