Senior Financial Analyst III - Compensation Reporting And Analysis

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.

The Compensation Reporting and Analysis area is seeking a highly skilled and highly motivated Sr Financial Analyst III. We are responsible for enabling firm decision-making, providing influential and strategic financial analysis, and applying new perspectives to solve complex problems.

This role will be part of a team that supports recurring and ad hoc firm and functional reporting, executes financial modeling for decision making, and collaborates across the firm to support strategies to reach short and long-term objectives. The successful candidate will be a self-starter who collaborates well to support our stakeholders' ability to make timely strategic decisions.

What You'll Do:

• Prepare (including concept development) customized executive-level reports and dashboards

• Review and provide feedback on reporting prepared by other associates

• Perform advanced and complex financial analysis, forecasting and modeling

• Present financial reports and analysis to senior Firm leaders

• Inform and educate others as to the financial impact of business decisions

• Recommend optimal or preferred solutions and impacts to influence strategic decisions

• Proactively identify and implement process and control improvements

• Develop and manage business relationships across the organization

What Experience You Need:

• Bachelor's degree in a related field

• 7+ years of relevant work experience

• Demonstrated ability to perform advanced financial analysis, forecasting and modeling, such as sensitivity analysis, incorporating multiple variables, and assessing business decision alternatives

• Proven ability to work with stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions

• Excellent ability to analyze problems, summarize complex financial information, and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner

• Intermediate to advanced understanding of accounting processes and financial statements

• Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities

What Could Set You Apart:

• Experience with SQL, Tableau, Power BI or other data visualization tools

• Advanced degree (MBA) / Comparable Certification (CFA, CPA, etc.)

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

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. Visit our career site 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: