Senior Financial Analyst III - Revenue Reporting, Planning & Analysis

$82,140 - $139,860/Yr

Edward Jones - Tempe, AZ

Full-time - Mid Level

Tempe, AZ

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 focuses on revenue reporting, planning, and analysis, ensuring the financial integrity of the firm's statements. The role involves collaboration across various teams to provide insights that influence business decisions, while also managing the monthly revenue close process and preparing executive-level financial reports.

Responsibilities

• Conduct advanced financial analysis, forecasting, and complex financial modeling of various revenue streams and products.
• Educate business areas on 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 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 insights to senior firm leaders, both verbally and in writing.
• Identify efficiency, data integrity, and control improvement opportunities and propose solutions.
• Develop and manage business relationships with senior leaders and executive management across the organization.
• Lead cross-functional teams responsible for implementing projects in support of business objectives.

Requirements

• Bachelor's degree in Accounting or Finance (or relevant work experience) is required.
• 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.
• Intermediate to advanced understanding of accounting processes and financial statements.
• Strong verbal, written, and presentation skills to influence associates and leadership.
• Proficiency in Microsoft Excel, Word, and PowerPoint, including advanced features.

Nice-to-haves

• Proficiency in PeopleSoft Financials, Oracle, 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.