Sr Business Analyst II, Measurement COE

Company: EDWARD JONES
Location: Winfield
Posted on: June 25, 2022

Job Description:

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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.Edward Jones is seeking a highly skilled individual to be a part of developing the firm's Measurement Center of Excellence within the Finance Division. Responsibilities include supporting the definition of performance reporting to assess the firm's progress against its strategy on a monthly and quarterly basis, assessing key drivers of performance and identifying and developing new metrics and analysis needed to improve the firm's performance and supporting firm communication on the firm's progress towards its goals and key measures. This position will collaborate with key functional partners such as Finance, Client and Branch Insights and Experience, Firm Analytics, People Analytics, Change and Communications as well as Business Segment leaders.

• Supports team members in the design, development, implementation, and publication of the firm's purpose impact measurement framework.
• Performs analysis to inform actionable insights based on findings from quantitative and/or qualitative data.
• Supports collaboration with functional partners to prepare, create and conceptualize reporting and dashboards to support analysis of prior and current monthly/quarterly measures for trends, observations, inconsistencies.
• Suggests improvements to data and metric requirements and translates the value of existing metrics into functional user stories and quantifies the value/impact of new measures for prioritization.
• Frequent verbal & written presentation of analysis, as well as presentation of firm performance information and analytical insights to senior & executive Firm leaders.
• Develop and manage business relationships with senior leaders across the organization
• Leverages measures to inform and educate other business areas as to the impact of decisions, as well as identifying measurement and reporting needs
• Develop and lead the next generation of measurement thinking and methods to drive advancement in the team's and firm's measurement capabilities.
• Support the measurement COE roadmap by understanding best practices outside the firm and assessing the firm's current capabilities.
• Educate business partners on analytical concepts and best practices used to enable the work.
• Takes constructive action with specific guidance or direction from others.Education
  • Bachelors degree in Business, Accounting, Finance, Economics or Data Science
  • Relevant work experience will be considered
  • MBA or advanced degree or certification is preferred
  • 4+ years work experience
    Depth of Knowledge
    • Consulting, Business Intelligence and/or Analytics experience is preferred.
    • Financial Services industry experience is a plus.
      Functional/Technical Qualifications
      • Demonstrated experience in strategic planning, reporting and forecasting and robust and action driven analysisSkill conducting trend analysis, forecasting, and data modeling. Ability to understand and identify opportunities to apply the different types of statistics and advanced analytical concepts.Demonstrated ability to conduct research regarding industry benchmarks and best practices. Ability to execute multiple tasks and adjust to changing priorities.Ability to identify critical tasks, sequence work, prioritize, identify dependencies and decisions needed to achieve an end deliverable. Works effectively both independently and in a team environment.Ability to communicate complex ideas to team members and business partners using verbal, written, and presentation skills.A proficiency using visualization software (Tableau) is a plusExperience with data analysis software and advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting Industry and best practice research skills mustProject management experience preferred.
        • FORTUNE 2020 - Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For - list.
          • From FORTUNE -2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
          • Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
          • 2020 Corporate Equality Index - Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
          • Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list - the highest ranking among the financial-services industry!
          • Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
            • The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified--- organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firm's 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE. 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: $75962 - $129341
              Category: Headquarters

Keywords: EDWARD JONES, Columbia , Sr Business Analyst II, Measurement COE, Professions , Winfield, Missouri