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 Sr Financial Analyst III position at Edward Jones is a full-time role within the Revenue Reporting, Planning and Analysis team. This team is responsible for the firm's revenue accounting, management reporting, and revenue planning and analysis, ensuring the financial integrity of the firm's financial statements. The role involves advanced financial analysis, forecasting, and complex financial modeling, with a focus on delivering insights that influence business decisions and support the firm's strategic objectives.

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 applying critical thinking to validate 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 opportunities for efficiency, data integrity, and control improvements, propose solutions, and drive implementation.
• Develop and manage business relationships with senior leaders and executive-level management across the organization.
• Participate in and frequently lead cross-functional teams responsible for implementing projects in support of business objectives.

Requirements

• Bachelor's degree in Accounting or Finance preferred, 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 navigate complex situations from multiple perspectives.
• Proven 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 using verbal, written, and presentation skills.
• Proficiency in Microsoft Excel, Word, and PowerPoint, including advanced features.

Nice-to-haves

• Proficiency in PeopleSoft Financials, Oracle (by PeopleSoft), OneStream, or other financial planning tools.
• 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).

Benefits

• Base salary with potential bonuses and profit sharing.
• Comprehensive health insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Paid time off and holidays.
• Professional development opportunities.