Financial Planning & Analysis Analyst III

Company: EDWARD JONES
Location: Columbia
Posted on: January 28, 2023

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.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 scenario analysis.
• Create and improve dashboards with key performance indicators, financial drivers, and insights to support functional and enterprise partners.
• 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 Analytics
  • 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 plus.Functional/Technical Qualifications
      • 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 colleagues.
        • 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 rating.
            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
            Category: Headquarters

Keywords: EDWARD JONES, Columbia , Financial Planning & Analysis Analyst III, Accounting, Auditing , Columbia, South Carolina