Financial Planning and Analysis Professional

6 days ago

St Louis MO USA, United States Edward Jones Full time
Job Overview

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

Key Responsibilities
  • Enable firm and functional level decision making through insightful and action-oriented financial analysis
  • Evolving financial planning processes and applying best practices to solve complex problems
  • 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
  • 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 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
Work Environment

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.

  • Financial Planning and Analysis Professional

    1 week ago

    St. Louis, MO, USA, United States Edward Jones Full time

    Job OverviewEdward Jones is seeking a highly skilled and motivated Financial Planning and Analysis (FP&A) Analyst II to serve as a Shared Services Senior Financial Officer within the firm's FP&A Team.The FP&A Team is responsible for enabling firm and functional area decision making, providing insightful and action-oriented financial reporting and analysis,...

  • Financial Planning and Analysis Professional

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Financial Planning and Analysis Role at Edward JonesWe are seeking a highly skilled and motivated Financial Planning and Analysis (FP&A) Analyst II to join our team at Edward Jones. As a Shared Services SFO within the FP&A Team, you will play a critical role in enabling firm and functional area decision making, providing insightful and action-oriented...

  • Financial Planning and Analysis Professional

    2 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Unlock Your Potential in Financial Planning and AnalysisAre you a detail-oriented and analytical individual looking to make a meaningful impact in the financial planning and analysis field? Do you have a passion for numbers and a desire to drive business growth? If so, we have an exciting opportunity for you to join our team at Edward Jones as a Financial...

  • Financial Planning and Analysis Professional

    4 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated Analyst II to serve as a Shared Services SFO within the FP&A Team. As a key member of our team, you will be responsible for enabling firm and functional area decision making, providing insightful and action-oriented financial reporting and analysis, and evolving financial planning processes.Key...

  • Senior Financial Planning and Analysis Manager

    4 weeks ago

    St. Louis, MO, USA, United States Selby Jennings Full time

    Job Title: Senior Financial Planning and Analysis ManagerAbout the Company: Selby Jennings is a global leader in the financial services industry, partnering with top companies to deliver exceptional talent solutions.Job Summary: We are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team in a hybrid/remote capacity. The...

  • Financial Planning and Analysis Manager

    4 weeks ago

    St Louis, Missouri, United States U.S. Bank Full time

    Job Title: Financial Planning and Analysis ManagerAt U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. We're seeking an experienced Financial Planning and Analysis Manager to join our team at Impact Finance.Job SummaryWe're looking for a skilled finance professional with strong analytical and financial...

  • Financial Planning and Analysis Specialist

    2 weeks ago

    St Louis, Missouri, United States BizzyCar, Inc. Full time

    Job OverviewBizzyCar, Inc. is seeking a highly skilled FP&A Analyst to support our finance team in making strategic decisions. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and the ability to analyze trends and develop insights.Key ResponsibilitiesAssist in the preparation of annual budgets,...

  • Financial Planning and Analysis Expert

    4 weeks ago

    St Louis, Missouri, United States Edward Jones Full time

    Financial Planning and Analysis RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) Analyst III to support our firm and segment financial planning and analysis team. As a key member of our FP&A team, you will play a critical role in enabling firm and segment level decision making, providing insightful and action-oriented financial...

  • Financial Planning and Analysis Expert

    1 week ago

    St Louis, Missouri, United States Edward Jones Full time

    Job OverviewWe are seeking a highly skilled and motivated FP&A Analyst III to support our functional financial planning and analysis team.The successful candidate will be a self-starter who partners well in a collaborative manner to support our Finance and business area stakeholders' ability to make timely financial decisions while championing financial...

  • Financial Planning

    1 month ago

    St Louis, Missouri, United States Edward Jones Full time

    About the RoleWe are seeking a highly skilled and motivated FP&A Analyst III to support our firm and segment financial planning and analysis team.Key ResponsibilitiesEnable firm and segment level decision making by providing insightful and action-oriented financial analysis.Evolving financial planning processes and applying best practices to solve complex...

  • Senior Financial Planning and Analysis Manager

    2 months ago

    St Louis, United States Selby Jennings Full time

    Title: Senior Financial Planning and Analysis Manager Company Summary: We are currently partnered with a Global industry leader in the manufacturing and construction industry looking to add a Senior Financial Planning and Analysis Manager to their team in St. Louis, Missouri office. The Senior FP&A Manager will be a key player in the company's financial...

  • Financial Planning Associate

    3 months ago

    St. Louis, United States Stifel Financial Full time

    Description Summary The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel's online Financial Planning platform). Essential Duties & Responsibilities:...

  • Financial Planning and Analysis Director

    4 weeks ago

    Pennsylvania, USA, United States Gable Search Group Full time

    Director of Financial Planning and AnalysisGable Search Group is seeking a highly skilled Director of Financial Planning and Analysis to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial planning and analysis strategies to drive business growth and profitability.Key...

  • Financial Planning and Analysis Director

    3 weeks ago

    Pennsylvania, USA, United States Gable Search Group Full time

    Director of Financial Planning and AnalysisGable Search Group is seeking a highly skilled Director of Financial Planning and Analysis to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial planning and analysis strategies to drive business growth and profitability.Key...

  • Financial Planning and Analysis Director

    4 weeks ago

    Pennsylvania, USA, United States Gable Search Group Full time

    Director of Financial Planning and AnalysisGable Search Group is seeking a highly skilled Director of Financial Planning and Analysis to join our team. As a key member of our finance department, you will be responsible for developing and implementing financial models, analyzing data, and providing insights to drive business decisions.Key...

  • Director of Financial Planning and Analysis

    1 week ago

    Washington, DC, USA, United States APCO Worldwide Full time

    Job Title: Director of Financial Planning and AnalysisWe are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at APCO Worldwide. As a key member of our finance team, you will be responsible for leading the development and implementation of financial planning and analysis strategies that drive business...

  • Financial Planning

    2 weeks ago

    St 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

    2 weeks ago

    St 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 Director

    3 weeks ago

    Pennsylvania, USA, United States Gable Search Group Full time

    Director of Financial Planning and AnalysisJob Summary:We are seeking a highly skilled and experienced Director of Financial Planning and Analysis to join our team at Gable Search Group. As a key member of our finance team, you will be responsible for supporting the company's forecasting and modelling responsibilities, leading various parts of the budgeting...

  • Financial Planning and Analysis Director

    3 weeks ago

    Pennsylvania, USA, United States Gable Search Group Full time

    Job Title: Financial Planning and Analysis DirectorJob Summary:We are seeking a highly skilled Financial Planning and Analysis Director to join our team at Gable Search Group. As a key member of our finance team, you will be responsible for supporting the company's forecasting and modelling responsibilities. Reporting to the VP of Finance, you will lead...