Senior Financial Analyst III - Revenue Reporting, Planning & Analysis

$82,140 - $139,860/Yr

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 Senior Financial Analyst III - Revenue Reporting, Planning & Analysis at Edward Jones plays a crucial role in ensuring the financial integrity of the firm's revenue accounting and management reporting. This position involves advanced financial analysis, forecasting, and complex financial modeling to support strategic business decisions. The analyst will collaborate with various teams to provide insights into revenue trends 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 while validating logic and outputs.
• 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 drive implementation of solutions.
• Develop and manage business relationships with senior leaders and executive-level management across the organization.

Requirements

• Bachelor's degree in Accounting or Finance (or relevant work experience).
• 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.
• Ability to think strategically and deliver change in support of a strategic vision.
• Ability to prioritize and execute on multiple tasks/projects independently.
• Intermediate to advanced understanding of accounting processes and financial statements.
• Ability to influence associates and leadership up to the Executive Management level.
• Ability to summarize complex financial information and communicate clearly to executive-level leadership.
• Proven ability to drive change initiatives and exercise influence.
• Advanced Microsoft Excel, Word, and PowerPoint skills.

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) is a plus.
• Advanced Degree (MBA / MSF) or comparable certifications (CFA, CPA, etc.) preferred.

Benefits

• Competitive salary range from $82,140 to $139,860 based on skills and experience.
• Bonuses and profit sharing opportunities.
• Comprehensive benefits package including health insurance, retirement plans, and more.