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Lead Financial Analyst
2 months ago
Are you looking for a rewarding career where your contributions truly matter? Edward Jones could be the ideal fit for you.
At Edward Jones, we emphasize collaboration, independence, and growth. These are the values that our associates frequently mention when discussing their experiences at our firm. We are united in our mission to serve our clients, and we strive to enhance the firm collectively while fostering individual development. If these principles resonate with you, we would love to connect.
Position Overview
Schedule: Full-Time
Team Overview...
The Branch Compensation team is tasked with ensuring the precise and timely disbursement of all components related to Financial Advisor Compensation, including commissions, bonuses, and various incentive programs. This dynamic and intricate environment requires each associate to manage numerous critical processes throughout the month. A comprehensive understanding of the implications of Financial Advisor Compensation, along with the ability to strategize, organize, and prioritize tasks, is essential for success in this role.
Key Responsibilities...
- Oversee the accurate and timely processing of all aspects of Financial Advisor Compensation and the execution of Profit and Loss statements.
- Deliver exceptional service to branch teams, service areas, and internal stakeholders.
- Ensure robust controls are established and functioning effectively.
- Prepare monthly journal entries and reconcile GL accounts to guarantee that all compensation-related expenses are accurately represented in the Firm's Financial Statements.
- Foster relationships and collaborate with departmental stakeholders to ensure seamless workflow across teams, departments, and divisions.
- Comprehend the upstream and downstream effects of decisions made to refine processes, address exceptions, and evaluate production issues.
- Identify and implement enhancements to existing processes.
- Work alongside our product team to define requirements for initiatives and conduct user acceptance testing.
At Edward Jones, we value our associates and their contributions, recognizing individual efforts through a rewards program that supports long-term career growth, financial stability, and overall well-being. For more information about our comprehensive compensation approach, which typically includes benefits, bonuses, and profit sharing, please visit our career site. The salary range for this position is based on national data, with actual compensation determined by skills, experience, education, and other relevant factors:
Salary Range:
Minimum: $70,659
Maximum: $116,516
Qualifications...
- Minimum of 5 years of experience in a compensation or business-related role.
- Bachelor's degree in Accounting, Finance, or a related field is required.
- Ability to identify and analyze accounting business processes and control issues, investigate root causes, propose solutions, and assist in implementing those solutions.
- Manage routine matters or processes within their area of expertise.
- Demonstrate proficiency in retrieving and analyzing data from various sources, making recommendations based on findings.
- Drive problem-solving initiatives while collaborating with leadership.
- Effectively resolve issues while managing tight deadlines, heavy workloads, or competing priorities.
Awards & Recognition
At Edward Jones, we are committed to creating an inclusive environment where everyone feels valued. We take pride in our associates' contributions and the accolades we have received.
About Edward Jones
Join a financial services firm that prioritizes your contributions. Edward Jones is a Fortune 500 company that places people first. With over 8 million clients and 19,000 financial advisors across North America, we are proud to be privately owned, focusing on our clients rather than shareholder profits.
Our purpose is to partner for positive impact, enhancing the lives of our clients and colleagues while contributing to our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires excellence and a sense of belonging.
At Edward Jones, our associates are seen, heard, respected, and supported. We believe this is what makes us the best place to start or advance your career.