Strategy Analyst II - Financial Planning and Analysis

Company: EDWARD JONES
Location: Duke
Posted on: January 27, 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 Strategy Analyst II 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.

Role Responsibilities

• Develop an internal network of relationships in current function, to act as a trusted partner for stakeholders to rely on.
• Advanced analysis skills, forecasting/outlooking, reporting and complex modeling.
• Conducting analysis that facilitates the transformation of complex data/information into actionable insights.
• Understand and identify opportunities to apply different types of statistics and advanced analytical concepts.
• 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
  • Experience in Technology or Digital financial planning is a plus
    Skills and Abilities
    • Creation of financial budgets, proactive cost management, and financial estimating
    • Understanding operating and capital expenditures
    • 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 the more 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 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 collaborate well with associates and leadership throughout the firm, including external vendors.
    • Strong written and verbal communication
    • Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
    • Working 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 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. 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: $76798 - $130764
          Category: Headquarters

Keywords: EDWARD JONES, Springfield , Strategy Analyst II - Financial Planning and Analysis, Accounting, Auditing , Duke, Missouri