Senior Financial Analyst III – Revenue Reporting, Planning & Analysis at Edward D. Jones in St. Louis, Missouri

Job Description:

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. 

View our Purpose, Inclusion and Citizenship Report.

1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

Team Overview:

Revenue Reporting, Planning and Analysis is responsible for the Firm's revenue accounting, management reporting, and revenue planning and analysis. We exist to uphold the financial integrity of our Firm's financial statements, provide the right information and analysis to the right people at the right time, and champion Financial Stewardship throughout the Firm.

 

The Revenue Reporting team is responsible for our monthly revenue financial close process, firm-level management reporting and analysis and firm revenue planning.

What You Will Do: 

In this position, you will work in a variety of different capacities, including (but not limited to) the monthly close cycle, creation of financial statements, financial reporting, financial planning, modeling and analysis, general ledger account reconciliations, special projects, and more.

The successful candidate will be a self-starter with an outstanding work ethic and looking to advance their career to the next level.  This role delivers financial integrity through recording and accounting for the firm's revenue. Further, it partners across the firm to proactively identify and deliver revenue trends and insights that influence and impact business decisions.

Responsibility Summary:     

While associates in a Sr Financial Analyst III role work in multiple different capacities to support the team up through senior firm leaders, responsibilities typically include the following:

• Advanced financial analysis, forecasting, and complex financial modeling of various revenue streams and products.  Ability to understand and identify opportunities to apply different types of statistics and advanced analytical concepts.


• 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.


• Manage and optimize data; extract, cleanse and transform data to support the needs of reporting and analyses while applying critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.


• Develop divisional/functional and Firm-level measurements to create awareness of and accountability for results.


• Preparation (including concept development) of customized executive-level management financial reports; review and provide feedback on reporting prepared by other associates.


• Presentation of financial reports and written analysis as well as frequent verbal presentation of firm financial information and financial insights to senior Firm leaders.


• Proactively identify efficiency, data integrity, and control improvements opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions. 


• The ability to obtain the right information, make connections, and optimize processes to improve capacity to contribute and support the division in transformation to systems of the future.


• Develop and manage business relationships with senior leaders and executive-level management across the organization.  Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives.


• Takes constructive action with little or no direction from others.

What Experience You Need:

• Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience). 


• Minimum of 7 years of experience with increasing levels of responsibility. This includes experience in accounting, reporting and financial planning.

Knowledge, Skills, and Abilities You Need: 

• Advanced financial analysis, forecasting, and complex financial modeling skills, incorporating multiple variables and financial analysis of business decision alternatives.


• Ability to think strategically. Seeing through complex ambiguous situations from multiple perspectives. Deliver change in support of a strategic vision.


• Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities.


• Works effectively both independently and in a team environment.


• Intermediate to advanced understanding of accounting processes and financial statements required.


• Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills.


• Ability to summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership.


• Ability to build and maintain solid relationships with internal and external business partners.


• Proven ability to effectively drive change initiatives and exercise influence.


• Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.

What Could Set You Apart: 

• Proficiency using PeopleSoft Financials, Oracle (by PeopleSoft), OneStream, or another financial planning tool is considered a plus.


• Experience with SQL, Tableau, Power BI, or other data visualization tools is also a plus.


• In-depth knowledge of the brokerage industry is preferred. Industry experience or licensing (SIE or Series 7) is a plus.


• Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) preferred.

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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