Senior Financial Planning & Analysis Analyst – Finance

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

Join a financial services firm where your contributions are valued.  Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
 

External Flexible Work Option(s)

Hybrid

Awards and Accolades

At Edward Jones, we are building a place where everyone feels like they belong.  We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Finance

Position Requirements

What you will need:

• 5+ years of experience
• Bachelor's degree in Business, Accounting, Finance, Economics, Analytics, or Data Science
• Ability to conduct complex financial analyses, forecasts, and general modeling
• Ability to operate autonomously and demonstrate entrepreneurial mindset, taking ownership of work, proactively identifying opportunities for improvement, and driving workstreams from initiation to completion
• Strong written and verbal communication skills; ability to influence senior leaders and peers

What can set you apart:

• Financial Services Industry Experience
• Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.)
• FP&A and/or Finance Experience
• Experience with SQL, Tableau, Power BI or other data visualization tools considered a plus
• Working knowledge of PeopleSoft Financials, OneStream, or another financial planning tool also a plus

Please note: Depending on experience/qualifications, this role may be filled as a Financial Planning & Analysis Analyst III or Senior Financial Planning & Analysis Analyst.**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 four days per week effective June 1, 2026. Before June 1, 2026, 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.**  
 
 Current home-based associates please note: Even as a hybrid posted role you are eligible to apply and, if selected, may retain your home-based status.  However future business or regulatory needs may require on-site work and some roles may carry a preference for hybrid presence. 
 

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, vo