Edward Jones

Senior Financial Analyst III

Edward Jones  •  Tempe, AZ (Onsite)  •  14 hours ago
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Job Description

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 Purpose, Inclusion and Citizenship Report.

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

External Flexible Work Option(s)

Hybrid, Onsite

Awards and Accolades

At Edward Jones, we 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: Insights & Information Blog Postings about Edward Jones

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

Country

United States

Search Headquarters Positions by Area of Interest

Finance

Position Requirements

What you'll need:

  • Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience).
  • 7+ years of relevant work experience.
  • Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
  • Advanced financial analysis, forecasting, and complex financial modeling skills, such as sensitivity analysis incorporating multiple variables and financial analysis of business decision alternatives
  • Works effectively both independently and in a team environment
  • Intermediate to advanced understanding of accounting processes and financial statements required
  • Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills
  • Ability to summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership
  • Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
  • Advanced project management skills

What could set you apart:

  • CPA/International country equivalent or MBA preferred.
  • Industry and best practice research skills preferred
  • Proficiency using PeopleSoft Financials is a plus

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

Edward Jones

About Edward Jones

Edward Jones is a leading North American financial services firm in the U.S. and through its affiliate in Canada. The firm’s more than 20,000 financial advisors throughout North America serve more than 9 million clients with a total of $2.2 trillion in client assets under care as of December 31, 2024.

Edward Jones' purpose is to partner for positive impact to improve the lives of its clients and colleagues, and together, better our communities and society. Through the dedication of the firm's approximately 54,000 associates and our branch presence in 68% of U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them.

The Edward Jones website is at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
St. Louis, MO
Year Founded
1922
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