CFA Institute
Financial Planning & Analysis Analyst III
CFA Institute, Columbia, South Carolina, us, 29228
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 .
1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.What you'll do :
The Financial Planning & Analysis area is seeking a highly skilled and highly motivated FP&A Analyst III to support our firm's functional area financial planning and analysis team. We are responsible for enabling firm and functional area 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 functional 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 functional area stakeholders' ability to make timely financial decisions while championing financial stewardship.
Here are a few of the key responsibilities you will be a part of :
Develop an internal network of relationships across Finance and supported functions 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 divisional/functional 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 ManagementVerbal 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.
What Experience You'll Need:
Bachelor's degree in a related field4+ years of experience in a Financial Planning & Analysis function, including :
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:
Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.)Experience with SQL, Tableau, Power BI or other data visualization tools.Working knowledge of PeopleSoft Financials, OneStream or another financial planning tool.
***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, with preference for Tuesday through Thursday.***At Edward Jones, w e 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:
Check out our Canadian awards and accolades: 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. 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:Salary: $96471 - $164262Category: Headquarters#J-18808-Ljbffr
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 .
1 Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.What you'll do :
The Financial Planning & Analysis area is seeking a highly skilled and highly motivated FP&A Analyst III to support our firm's functional area financial planning and analysis team. We are responsible for enabling firm and functional area 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 functional 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 functional area stakeholders' ability to make timely financial decisions while championing financial stewardship.
Here are a few of the key responsibilities you will be a part of :
Develop an internal network of relationships across Finance and supported functions 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 divisional/functional 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 ManagementVerbal 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.
What Experience You'll Need:
Bachelor's degree in a related field4+ years of experience in a Financial Planning & Analysis function, including :
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:
Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.)Experience with SQL, Tableau, Power BI or other data visualization tools.Working knowledge of PeopleSoft Financials, OneStream or another financial planning tool.
***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, with preference for Tuesday through Thursday.***At Edward Jones, w e 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:
Check out our Canadian awards and accolades: 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. 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:Salary: $96471 - $164262Category: Headquarters#J-18808-Ljbffr