Current jobs related to Financial Planning and Analysis Professional - Tempe, Arizona - Edward Jones

  • Financial Planning and Analysis Professional

    1 month ago

    Tempe, Arizona, United States Edward Jones Full time

    Financial Planning and Analysis Role at Edward JonesWe are seeking a highly skilled and motivated FP&A Analyst III to support our functional financial planning and analysis team at Edward Jones. As a key member of our team, you will play a critical role in enabling firm and functional level decision making, providing insightful and action-oriented financial...

  • Financial Planning Specialist

    1 week ago

    Tempe, Arizona, United States First Command Financial Services Full time

    Financial Planning for Military FamiliesAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Planning Specialist, you'll play a critical role in this mission.Key Responsibilities:• Partner with local military organizations to provide financial guidance to military families•...

  • Financial Planning Specialist

    2 weeks ago

    Tempe, Arizona, United States PDS Tech Commercial Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at PDS Tech Commercial. As a key member of our organization, you will be responsible for creating and managing budgets, advising on corporate financial and accounting guidelines, reviewing project funding requests, preparing reports, and providing analysis of trends...

  • Senior Director of Financial Planning and Analytics

    1 week ago

    Tempe, Arizona, United States Arizona State University Full time

    Job SummaryThe Arizona State University Office of Planning and Budget is seeking a highly skilled Senior Director of Financial Planning and Analytics to lead projects and initiatives that inform strategic and operational decisions by leadership in the areas of resource planning, allocation, and management.Key ResponsibilitiesAssess the economic viability of...

  • Financial Associate

    2 weeks ago

    Tempe, Arizona, United States Arizona State University Graduate and Professional Student Association (ASU GPSA) Full time

    Accountant Associate Job DescriptionThe College of Global Futures (CGF) is seeking a highly motivated and detail-oriented Accountant Associate to provide financial support to leadership, faculty, and staff across its four schools. This role will involve a broad range of responsibilities, including financial analysis, budgeting, and financial reporting. The...

  • Financial Services Professional

    2 weeks ago

    Tempe, Arizona, United States U.S. Bank Full time

    Job Title: Financial AdvisorAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Financial Advisor in the Wealth Management Advisory Center, you'll play a key role in helping emerging affluent clients achieve their financial objectives.Key Responsibilities:Source clients through referrals and other...

  • Financial Services Professional

    2 weeks ago

    Tempe, Arizona, United States U.S. Bank Full time

    Job SummaryU.S. Bank is seeking a Financial Advisor to join our Wealth Management Advisory Center. As a key member of our team, you will be responsible for helping emerging affluent clients achieve their financial goals. You will source clients through referrals and leverage technology to enhance the interaction. Financial planning will be the foundation of...

  • Financial Services Representative

    2 weeks ago

    Tempe, Arizona, United States OneMain Financial Full time

    At OneMain Financial, we're committed to helping hardworking Americans achieve their financial goals. As a Collections Specialist, you'll play a critical role in our mission by working with customers to resolve account matters and provide consultative solutions for repayment of loans.**Key Responsibilities:**Negotiate with customers to resolve account...

  • Financial Services Professional

    2 weeks ago

    Tempe, Arizona, United States Global Credit Union Full time

    Job SummaryWe are seeking a highly motivated and experienced Financial Advisor to join our team at Global Credit Union. As a Financial Advisor, you will be responsible for developing new business and servicing existing accounts in alignment with our goals and industry requirements.Key ResponsibilitiesMeet with existing and prospective clients to promote...

  • Financial Services Professional

    1 month ago

    Tempe, Arizona, United States Global Credit Union Full time

    Job Title: Financial AdvisorJob Summary:We are seeking a highly motivated and experienced Financial Advisor to join our team at Global Credit Union. As a Financial Advisor, you will be responsible for developing new business and servicing existing accounts in alignment with our goals and industry requirements.Key Responsibilities:Meet with existing and...

  • Financial Analyst

    3 weeks ago

    Tempe, Arizona, United States Arizona State University Graduate and Professional Student Association (ASU GPSA) Full time

    Accountant Job DescriptionWe are seeking a highly skilled Accountant to join our team at Arizona State University Graduate and Professional Student Association (ASU GPSA). The successful candidate will be responsible for processing financial transactions, reviewing and interpreting monthly financial data, and preparing journal entries.Key...

  • Financial Analyst

    3 weeks ago

    Tempe, Arizona, United States Arizona State University Graduate and Professional Student Association (ASU GPSA) Full time

    Accountant Job DescriptionArizona State University Graduate and Professional Student Association (ASU GPSA) seeks a skilled Accountant to join our team in the Debt, Plant, and Capital Asset Management Accounting area. The successful candidate will be responsible for processing financial transactions, reviewing and interpreting monthly financial data, and...

  • Financial Analyst

    2 weeks ago

    Tempe, Arizona, United States LHH Recruitment Solutions Full time

    Job OverviewThe Financial Analyst plays a critical role in evaluating the financial stability of subcontracting partners. This position involves analyzing financial statements to assess project risk and determine allowable project limits.This role offers opportunities for career growth within the Finance and Accounting departments.Key...

  • Financial Services Specialist

    2 months ago

    Tempe, Arizona, United States Arizona State University Graduate and Professional Student Association (ASU GPSA) Full time

    Job Summary:Arizona State University Graduate and Professional Student Association (ASU GPSA) seeks a highly skilled Financial Services Specialist to join our team. As a key member of our Financial Services department, you will be responsible for processing financial transactions, reviewing and interpreting monthly financial data, and preparing journal...

  • Financial Services Specialist

    2 weeks ago

    Tempe, Arizona, United States Arizona State University Graduate and Professional Student Association (ASU GPSA) Full time

    Job Summary:Arizona State University Graduate and Professional Student Association (ASU GPSA) seeks a skilled Financial Services Specialist to join our team. The successful candidate will be responsible for processing financial transactions, reviewing and interpreting monthly financial data, and preparing journal entries. Additionally, they will reconcile...

  • Financial Services Professional

    2 weeks ago

    Tempe, Arizona, United States TEKsystems Full time

    Unlock Your Potential in Financial ServicesAre you ready to embark on a dynamic career journey in Financial Services? Do you thrive in a fast-paced team environment, where no two days are the same? At TEKsystems, we're seeking passionate individuals who share our commitment to delivering exceptional client experiences.As a Financial Service Professional,...

  • Financial Services Professional

    2 weeks ago

    Tempe, Arizona, United States TEKsystems Full time

    Empower Financial Advisors and InvestorsAre you passionate about delivering exceptional client experiences and solving complex problems? Do you thrive in a fast-paced, team-oriented environment? Join TEKsystems as a Financial Service Professional and become a key player in empowering financial advisors to help their clients achieve their dreams.About the...

  • Audit Professional

    3 weeks ago

    Tempe, Arizona, United States KPMG Full time

    Job Title: Audit InternKPMG is seeking a highly motivated and detail-oriented Audit Intern to join our team. As an Audit Intern, you will play a key role in conducting financial statement audits and ensuring the accuracy and reliability of client financial information.Responsibilities:Work as part of a team to conduct financial statement audits and serve the...

  • Global Financial Crimes Specialist

    2 weeks ago

    Tempe, Arizona, United States MUFG - Mitsubishi UFJ Financial Group, Inc. Full time

    Job Title: Global Financial CrimesAt MUFG - Mitsubishi UFJ Financial Group, Inc., we are seeking a skilled professional to assist in the development and execution of our Global Financial Crime Systems annual testing plan. As a key member of our team, you will be responsible for performing systems testing to ensure the completeness and accuracy of transaction...

  • Senior Financial Analyst

    1 week ago

    Tempe, Arizona, United States Solü Technology Partners Full time

    **About the Role**Solü Technology Partners is seeking a highly skilled Sr. Budget Analyst to join our team. As a key member of our finance department, you will be responsible for creating and managing budgets, advising on corporate financial and accounting guidelines, and providing analysis of trends and impacts driving financial performance.**Key...

Financial Planning and Analysis Professional

2 months ago

Tempe, Arizona, United States Edward Jones Full time
Job Overview

The Financial Planning and Analysis team at Edward Jones is seeking a highly skilled and motivated FP&A Analyst III to support our functional financial planning and analysis team.

We are responsible for enabling firm and functional level decision making, providing insightful and action-oriented financial analysis, evolving financial planning processes, as well as applying best practices and new perspectives to solve complex problems.

Key Responsibilities
  • Support annual and ad hoc firm and planning in support of our internal functions
  • Implement and execute driver-based forecasting
  • Collaborate across the firm to support strategies to reach short and long-term objectives
  • Develop an internal network of relationships across Finance and supported business areas to act as a trusted partner for stakeholders
  • 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 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
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