Financial Planning and Analysis Expert

4 weeks ago

Tempe, Arizona, United States Edward Jones Full time
Financial Planning and Analysis Role

We are seeking a highly skilled and motivated FP&A Analyst III to support our functional financial planning and analysis team. As a key member of our team, you will be responsible for enabling firm and functional level decision making, providing insightful and action-oriented financial analysis, evolving financial planning processes, and applying best practices and new perspectives to solve complex problems.

Key Responsibilities
  • 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.
  • Develops 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
  • 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.
Requirements
  • Bachelor's degree in a related field required
  • Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) preferred
  • 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
  • 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.

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.

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:

Hiring Minimum: $96,471

Hiring Maximum: $164,262

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