Financial Planning and Analysis Analyst II
Company: EDWARD JONES
Posted on: November 23, 2022
At Edward Jones, we help clients achieve their serious,
long-term financial goals by understanding their needs and
implementing tailored solutions. To ensure a personal client
experience, we have located our 15,000+ branch offices where our
more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients
and receives branch office support, so they can focus on building
deep relationships with clients. Headquarters associates in St.
Louis, Tempe and Mississauga provide support and expertise to help
U.S. and Canada branch teams deliver an ideal client experience. We
continue to grow to meet the needs of long-term individual
investors.Financial Planning & Analysis Analyst II
The Financial Planning & Analysis area is seeking an analyst to
support our firm's Digital function team. We are responsible for
financial planning & analysis, management reporting and evolving
financial planning processes.
The successful candidate will be a self-starter who partners well
in a collaborative manner to support our Finance and Digital area
stakeholder's ability to make timely financial impacting decisions
while championing financial stewardship.
- Develops an internal network of relationships in current
function, to act as a trusted partner for stakeholders to rely
- Supports annual and multi year planning process by gathering
and validating data, analyzing actual and forecasted results and
communicating across team.
- Performs ad hoc financial analysis to understand and articulate
the financial and economic impact of business decisions.
- Delivers analysis and recommendations to improve performance,
minimize risk, lower costs, improve investment decisions, and/or
capitalize on new opportunities.
- Prepares financial and metric reporting packages to be shared
with senior leadership on recurring basis.
- Manages multiple deliverables
- Translates information, trends, and data into high-value,
actionable insights for direct business partners
- Develops and refine new analyses in response to business
- Participates and occasionally influence cross-functional
- Verbal & written presentation of analysis, as well as
presentation of firm financial information and analytical insights
to leadershipEducation and Experiences
Bachelor's degree in a related
fieldAdvanced Degree (MBA / MSF) / Comparable Certifications (CFA,
CPA, etc.) preferred3+ years of relevant work experienceExperience
in Technology or Digital financial planning is a plusSkills and
Creation of financial budgets,
proactive cost management, and financial estimatingBrainstorm with
business leaders how work could be adjusted to connect KPIs and
drivers to firm financialsHelp translate and present ranges of
potential outcomes based on a variety of defensible
assumptionsProvide guidance around and support assumptions used by
business leaders in their proposalsAbility to connect the dots to
ensure processes are integratedIdentify trends and present
recommendations to leadership in order to influence decision
makingAbility to plan and organize efficiently and
effectivelyAbility to collaborate well with associates and
leadership throughout the firm, including external vendors.Strong
written and verbal communicationAdvanced knowledge of Microsoft
Office (Word, Excel, PowerPoint) required, including demonstrated
ability to utilize pivot tables, advanced charting, advanced
formulas, and conditional formattingWorking knowledge of PeopleSoft
Financials, OneStream or a financial planning tool is a plus
- 100 Best Workplaces for Millennials in 2022, published Fortune
July 2022, Great Places to Work - data as of March 2022.
Compensation provided for using, not obtaining, the rating.
- Edward Jones was recognized as one of the Best Workplaces for
Millennials by Great Places to Work - and Fortune - magazine. The
privately held firm ranked No. 2 overall, in its fourth appearance
on the list.2022 Fortune Best Workplaces for Women, published
September 2022, research by Great Places to Work -, data as of
August 2021. Compensation provided for using, not obtaining, the
Edward Jones has been named to the
2022 Best Workplaces for Women list by Great Places to Work - and
Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best
Companies to Work For, published April 2022, research by Great
Place to Work -, data as of August 2021. Compensation provided for
using, not obtaining, the rating.
For the 23rd time, Edward Jones has
earned a spot on the Fortune 100 Best Companies to Work For -
ranking by Great Places to Work - and Fortune - magazine. Edward
Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places
to Work For LGBTQ+ Equality, Great Place to Work - in partnership
with Human Rights Campaign Foundation, published Equity Magazine
January 2022, data as of July 2021. Compensation provided for
using, not obtaining, the rating.
Edward Jones scored 100 percent on
the Human Rights Campaign Foundation's 2022 Corporate Equality
Index (CEI) the nation's foremost benchmarking survey and report
measuring corporate policies and practices related to LGBTQ+
workplace equality. The ranking designated Jones as one of the best
places to work for LGBTQ+Equality.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: $66379 - $109459
Keywords: EDWARD JONES, Decatur , Financial Planning and Analysis Analyst II, Professions , Niantic, Illinois
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