Posted in Finance 30+ days ago.
Type: Full-Time
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
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1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
The Financial Planning & Analysis (FP&A) area is seeking a highly skilled and highly motivated Analyst II to serve as a Shared Services SFO (senior financial officer) within the firm's functional area FP&A Team. FP&A's vision is to be the \"financial advisor\" to the firm.
We are responsible for enabling firm and functional area decision making, providing insightful and action oriented financial reporting and analysis, evolving financial planning processes, and applying best practices and new perspectives to solve complex problems in support of our shared services functions (divisions).
This role is part of a team that supports annual and ad hoc firm and functional area expense planning, implements and executes driver-based forecasting, and collaborates across the firm to support strategies to achieve short and long-term objectives. The individual in this role will be responsible for supporting several different functional areas which have a combined annual operating budget of approximately $100M - $300M.
We are looking for a self-starter who has demonstrated the ability to partner with the business, to deepen their understanding of how their business strategies impact the firm's financial results, to provide financial and economic support to the decision-making process, and to champion financial stewardship.
What does success look like in this role? A successful associate in this role will have built relationships, established trust, earned a seat at the table with senior leadership, become a valued partner in evaluating the economic impact of new or changing business strategies, and delivers new insights to enable leadership to optimize how the function utilizes firm resources (expense optimization).
What You'll Do:
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.
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