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EDWARD JONES Financial Planning and Analysis Analyst III - Finance - 95607BR in St. Louis, Missouri

The Financial Planning and Analysis area is seeking a highly skilled and highly motivated FPandA Analyst III to support our firm and segment financial planning and analysis team. We are responsible for enabling firm and segment level decision making, providing insightful and action oriented financial analysis, evolving financial planning processes, as well as applying best practices and new perspectives to solve complex problems.

This role will be part of a team that supports annual and ad hoc firm and segment area planning, implements, and executes driver-based forecasting, and collaborates across the firm to support strategies to reach short and long-term objectives. The successful candidate will be a self-starter who partners well in a collaborative manner to support our Finance and business area stakeholders' ability to make timely financial decisions while championing financial stewardship.

  • Develop an internal network of relationships across Finance and supported business areas to act as a trusted partner for stakeholders to rely on.
  • Advanced analysis skills, forecasting/outlooking, and complex modeling. Ability to understand and identify opportunities to apply different types of statistics and advanced analytical concepts.
  • Develops high impact analysis that facilitates the transformation of complex data/information into actionable insights and recommendations.
  • 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.
  • Develop segment and Firm-level measurements to create awareness of and accountability for results.
  • Prepare customized management-level reports and dashboards in support of the Firm's initiatives or programs.
  • Summarize complex information and concepts and clearly communicate up to Senior Management
  • Verbal and written presentation of analysis, as well as presentation of firm financial information and analytical insights to senior Firm leaders. Educate firm leaders on analytical concepts and best practices.
  • Develop and manage business relationships with Finance associates, project team members and senior leaders across the organization. Participate in and lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives.

  • Bachelor's degree in a related field required

  • Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) preferred
  • 5 years of relevant work experience, including prior experience in a Financial Planning and Analysis function.
  • Demonstrated ability to develop financial/economic models using a driver-based methodology
  • Proven ability to work with stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions.
  • Excellent ability to analyze problems and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner.
  • Capability to connect the dots to ensure processes are integrated.
  • Experience operating in ambiguous situations, creating processes enhancements that address short term needs while moving us closer to a longer-term vision
  • Identify trends and present recommendations to Senior Leadership in order to influence decision making
  • Ability to plan and organize efficiently and effectively
  • Sound ability to collaborate well with associates and leadership throughout the firm, including external vendors.
  • Exceptional written and verbal communication
  • Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.

*What Could Set You Apart: *

  • Experience with SQL, Tableau, Power BI or other data visualization tools would be considered a plus.
  • Working knowledge of PeopleSoft Financials, OneStream or another financial planning tool is also a plus.

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.

Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity

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