Strategy Analyst III – 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, Onsite

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'll need:

• Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience).
• 7+ years of relevant work experience.
• Strong ability to summarize and communicate complex financial concepts in both written and verbal formats.
• Strong financial analysis, forecasting, and financial modeling skills
• Ability to influence associates and leadership using verbal, written, and presentational skills
• Ability to summarize financial information and concepts and clearly communicate to senior leadership
• Ability to prioritize and execute on multiple tasks and independently adjust to changing priorities.
• Ability to work effectively both independently and in a team environment.
• Ability to translate business strategy into business requirements.
• Advanced Microsoft Excel, Word and PowerPoint skills including working ability to utilize pivot tables and advanced formulas
• Basic understanding of accounting processes and financial statements (CPA license, a plus).

What could set you apart:

• Working understanding of agile product management is a plus
• A proficiency in using Business Intelligence tools such as Power BI/ PowerQuery is a plus
• CPA or MBA preferred.

**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