Strategy Analyst II, FIN

Company: EDWARD JONES
Location: Rolla
Posted on: March 17, 2023

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 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.
The Financial Planning & Analysis area is seeking a highly skilled and highly motivated Strategy Analyst II 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.

Role Responsibilities

• 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.
• Conducting analysis that facilitates the transformation of complex data/information into actionable insights.
• 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 Management
• Verbal & 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 cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives; occasionally lead cross-functional teams responsible for divisional objectives. Education and Experiences
  • Bachelor's degree in a related field
  • Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) preferred
  • 4+ years of relevant work experience
  • Prior experience in a Financial Planning & Analysis function would be a plus. Functional/Technical Skills and Abilities:
    • Demonstrated ability to develop financial/economic models using a driver-based methodology
    • Demonstrated ability to work with leaders throughout the firm, providing analytical guidance to directly influence business decisions.
    • Demonstrated ability to analyze problems and recommend solutions to divisional and firm-wide leadership for a broad spectrum of business improvement opportunities in a clear and concise manner.
    • Ability to connect the dots to ensure processes are integrated
    • Ability to operate in ambiguous situations, create processes enhancements that address short term needs while moving us closer to a longer-term vision
    • Identify trends and present recommendations to Senior Leadership in order to influence decision making
    • Ability to plan and organize efficiently and effectively
    • Ability to collaborate well with associates and leadership throughout the firm, including external vendors.
    • Strong written and verbal communication
    • Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.
    • Experience with SQL, Tableau, Power BI or other data visualization tools would be considered a plus.
    • Working knowledge of PeopleSoft Financials, OneStream or another financial planning tool is also 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 rating.
          • 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. 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:
                
                Salary: $78795 - $134163
                Category: Headquarters

Keywords: EDWARD JONES, Columbia , Strategy Analyst II, FIN, Professions , Rolla, Missouri