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Senior Financial Analyst, Procurement

Location: Columbia
Posted on: June 23, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Senior Financial Analyst, Procurement
US Remote Eligible

The Sr. Financial Analyst III, Sourcing Analytics is responsible for providing analytical insights to firm initiatives which typically involve third party relationships. As part of the Sourcing office, this role includes utilization of key Sourcing and Financial systems which maintain data and documentation related to third party relationships.

In this role, the Sr. Financial Analyst III, Sourcing Analytics must:

  • Drive analysis that facilitates the transformation of complex data/information into actionable insights that drive cost savings and avoidance in negotiations while balancing risks and timelines. Includes advanced financial analysis, forecasting, and complex financial modeling.
  • Identify critical tasks, dependencies, and decisions needed to achieve an end deliverable.
  • Develop verbal & written presentation of analyses, as well as presentation of firm financial information including impacts and analytical insights to senior Firm leaders.
  • Inform and educate other business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction.
  • Build, maintain, and leverage relationships to gather critical information and influence key decisions. This involves communication and coordination both within and outside the organization.
  • Proactively identify opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and recommend and influence the implementation of solutions
  • Participate in cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives; occasionally lead cross-functional teams responsible for divisional objectives.
  • Maintain a strong understanding of firm results, key business drivers, and an understanding of key strategies and priorities of the business to apply business knowledge to analytic approach in order to address business questions
  • Ability to learn rapidly, quickly adapt and achieve results in ambiguous situations where there is often no precedent
  • Ability to collaborate well with associates and leadership throughout the firm, including external vendors
  • Take constructive action with general direction from others; leader reviews complex and high-impact outputs
    • Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, or analytics (or relevant work experience). An MBA is preferred.
    • 4+ years of relevant work experience
    • Ability to prioritize and execute on multiple tasks/projects and adjust to changing priorities with minimal leader input.
    • Advanced analysis skills including forecasting, and moderate to complex modeling. Ability to complete mostly structured financial impact analysis such as total cost of ownership and return on investment
    • Works effectively both independently and in a team environment
    • Intermediate to advanced understanding of accounting processes and financial statements required
    • Ability to summarize complex information and concepts and clearly communicate up to Management
    • Negotiation strategy/Negotiation experience is a plus
    • A proficiency using Microsoft Excel, Word, PowerPoint required including the ability to utilize pivot tables, advanced charting, and advanced formulas.
    • Knowledge and/or prior experience using Peoplesoft and visualization software (Tableau) is a plus
    • Industry and best practice research skills are a must
    • Possesses intermediate project management skills
      • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
        • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
        • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
          • From The Human Rights Campaign. All Rights Reserved
          • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
          • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
            • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit for more information.Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.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:
              Salary: $76798 - $130764
              Category: Headquarters

Keywords: EDWARD JONES, Columbia , Senior Financial Analyst, Procurement, Accounting, Auditing , Columbia, South Carolina

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