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

The Senior FP&A Analyst will partner with relevant stakeholders across Market Management, Finance, Digital, Firm Analytics, and other areas to:

• Deliver analysis, insights, and reporting that drive decisions resulting in improved business and financial performance 
• Build, monitor, and coach to market financial plans
• Identify and conduct ad hoc analyses around targeted financial opportunities and risks
• Deliver impactful recommendations that move our business forward
• Build relationships across the firm and partner with senior leaders

This is an exciting opportunity to build out a new team within the FP&A function, requiring the Senior FP&A Analyst to bring their strategic thinking and entrepreneurial mindset to help shape the outputs, processes, data/reporting infrastructure, and relationships with stakeholders in order to drive value across the market performance ecosystem. We are looking for a self-starter who has demonstrated the ability to partner with the business and drive results.

What you will need:

• 5-8 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

**Candidates that live within in 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, w