Senior Financial Analyst III Revenue Reporting, Planning & Analysis

Edward Jones - Saint Louis, MO

Full-time - Mid Level

Saint Louis, MO

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Sr Financial Analyst III position at Edward Jones involves working within the Revenue Reporting, Planning and Analysis team to uphold the financial integrity of the firm's financial statements. The role focuses on advanced financial analysis, forecasting, and complex financial modeling to support revenue accounting and management reporting. The successful candidate will partner across the firm to deliver insights that influence business decisions and will be responsible for preparing executive-level financial reports and presentations.

Responsibilities

• Conduct advanced financial analysis, forecasting, and complex financial modeling of various revenue streams and products.
• Inform and educate business areas about the financial impact of decisions and recommend optimal solutions to influence strategic direction.
• Manage and optimize data; extract, cleanse, and transform data to support reporting and analyses.
• Develop divisional/functional and Firm-level measurements to create awareness of and accountability for results.
• Prepare customized executive-level management financial reports and review reporting prepared by other associates.
• Present financial reports and written analysis to senior Firm leaders, including frequent verbal presentations of financial insights.
• Proactively identify efficiency, data integrity, and control improvement opportunities and propose solutions.
• Develop and manage business relationships with senior leaders and executive-level management across the organization.
• Participate in and lead cross-functional teams responsible for implementing projects in support of business objectives.
• Take constructive action with little or no direction from others.

Requirements

• Bachelor's degree with emphasis in Accounting or Finance preferred.
• Minimum of 7 years of experience in accounting, reporting, and financial planning with increasing levels of responsibility.
• Advanced financial analysis, forecasting, and complex financial modeling skills.
• Intermediate to advanced understanding of accounting processes and financial statements.
• Ability to influence associates and leadership up to the Executive Management level.
• Proficiency in Microsoft Excel, Word, and PowerPoint, including advanced features.

Nice-to-haves

• Proficiency using PeopleSoft Financials, Oracle, OneStream, or another financial planning tool.
• Experience with SQL, Tableau, Power BI, or other data visualization tools.
• In-depth knowledge of the brokerage industry.
• Industry experience or licensing (SIE or Series 7).
• Advanced Degree (MBA / MSF) or Comparable Certifications (CFA, CPA, etc.).

Benefits

• Flexible work schedule with the option to work in the office three days per week.
• Opportunities for professional development and career advancement.
• Supportive and inclusive work environment.