Financial Planning & Analysis Analyst III
Company: EDWARD JONES
Posted on: January 28, 2023
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.Edward Jones is seeking a highly skilled individual to
serve as an FP&A Analyst on the Financial Planning and Analysis
team within the Finance Division. Responsibilities include
supporting a finance team whose primary role is to help business
areas articulate quantitative economic outcomes of work and help
senior decision makers allocate investment across a variety of
teams, projects, and efforts consistently.
Key Responsibilities :
- Partner with functional stakeholders to support and evolve
annual and multi-year planning and outlooking processes.
- Help business partners across the firm understand the financial
and economic impact of business decisions by performing ad-hoc and
- Create and improve dashboards with key performance indicators,
financial drivers, and insights to support functional and
- Deliver value-added, action-oriented analysis and
recommendations, translating information, trends, and data into
usable insights for functional business partners.
- Participate in and occasionally lead cross-functional teams
responsible for implementing projects in support of divisional or
firm-wide business objectives.
- Work effectively in a matrixed finance organization and across
the broader enterprise. Identify and coordinate resources (people,
systems, tools) not in your immediate hierarchy.
- Effectively communicate recommendations and complex analysis
into easily digestible materials for varied audiences.
- Integrate project, division and/or program-level measurements
to influence strategic direction.
- Educate senior leaders across the firm on financial and
analytical concepts and best practices.Education
- Bachelors degree in Business, Accounting, Finance, Economics or
- Relevant work experience will be considered
- MBA or advanced degree or certification is required
- Years Work Experience: 5+Depth of Knowledge
- Consulting and/or corporate fp&a experience is a plus.
- Financial Services industry experience is a
- Strong ability to understand and identify opportunities to
apply advanced financial and analytical techniquesAbility to
conduct complex financial analyses, forecasts, and general
modelling are required.Strong verbal and written communication
skills are required as the position will be responsible for clearly
articulating analyses and recommendations to senior leaders and
- 100 Best Workplaces for Millennials in 2022, published Fortune
July 2022, Great Places to Work - data as of March 2022.
Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for
Millennials by Great Places to Work - and Fortune - magazine. The
privately held firm ranked No. 2 overall, in its fourth appearance
on the list.2022 Fortune Best Workplaces for Women, published
September 2022, research by Great Places to Work -, data as of
August 2021. Compensation provided for using, not obtaining, the
Edward Jones has been named to the
2022 Best Workplaces for Women list by Great Places to Work - and
Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best
Companies to Work For, published April 2022, research by Great
Place to Work -, data as of August 2021. Compensation provided for
using, not obtaining, the rating.
For the 23rd time, Edward Jones has
earned a spot on the Fortune 100 Best Companies to Work For -
ranking by Great Places to Work - and Fortune - magazine. Edward
Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places
to Work For LGBTQ+ Equality, Great Place to Work - in partnership
with Human Rights Campaign Foundation, published Equity Magazine
January 2022, data as of July 2021. Compensation provided for
using, not obtaining, the rating.
Edward Jones scored 100 percent on
the Human Rights Campaign Foundation's 2022 Corporate Equality
Index (CEI) the nation's foremost benchmarking survey and report
measuring corporate policies and practices related to LGBTQ+
workplace equality. The ranking designated Jones as one of the best
places to work for LGBTQ+Equality.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. 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: $92984 - $158325
Keywords: EDWARD JONES, Columbia , Financial Planning & Analysis Analyst III, Accounting, Auditing , Columbia, South Carolina
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