Financial Planning and Analysis Professional

2 days ago


St Louis, Missouri, United States Edward Jones Full time
About the Role

We 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 Responsibilities
  • Develop an internal network of relationships across Finance and supported functions to act as a trusted partner for stakeholders.
  • Advanced analysis skills, forecasting/outlooking, and complex modeling to 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.
Requirements
  • 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 We Offer

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: $81,750

Hiring Maximum: $139,194



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