Financial Planning and Analysis Analyst II

Company: EDWARD JONES
Location: Hoffman Estates
Posted on: November 24, 2022

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Financial Planning & Analysis Analyst II
The Financial Planning & Analysis area is seeking an analyst to support our firm's Digital function team. We are responsible for financial planning & analysis, management reporting and evolving financial planning processes.

The successful candidate will be a self-starter who partners well in a collaborative manner to support our Finance and Digital area stakeholder's ability to make timely financial impacting decisions while championing financial stewardship.

Role Responsibilities

• Develops an internal network of relationships in current function, to act as a trusted partner for stakeholders to rely on.
• Supports annual and multi year planning process by gathering and validating data, analyzing actual and forecasted results and communicating across team.
• Performs ad hoc financial analysis to understand and articulate the financial and economic impact of business decisions.
• Delivers analysis and recommendations to improve performance, minimize risk, lower costs, improve investment decisions, and/or capitalize on new opportunities.
• Prepares financial and metric reporting packages to be shared with senior leadership on recurring basis.
• Manages multiple deliverables
• Translates information, trends, and data into high-value, actionable insights for direct business partners
• Develops and refine new analyses in response to business needs
• Participates and occasionally influence cross-functional teams
• Verbal & written presentation of analysis, as well as presentation of firm financial information and analytical insights to leadershipEducation and Experiences
  Bachelor's degree in a related fieldAdvanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) preferred3+ years of relevant work experienceExperience in Technology or Digital financial planning is a plusSkills and Abilities:

  Creation of financial budgets, proactive cost management, and financial estimatingBrainstorm with business leaders how work could be adjusted to connect KPIs and drivers to firm financialsHelp translate and present ranges of potential outcomes based on a variety of defensible assumptionsProvide guidance around and support assumptions used by business leaders in their proposalsAbility to connect the dots to ensure processes are integratedIdentify trends and present recommendations to leadership in order to influence decision makingAbility to plan and organize efficiently and effectivelyAbility to collaborate well with associates and leadership throughout the firm, including external vendors.Strong written and verbal communicationAdvanced knowledge of Microsoft Office (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formattingWorking knowledge of PeopleSoft Financials, OneStream or a financial planning tool is a plus

  • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
    • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
      Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.

      For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.

      Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
      Salary: $66379 - $109459
      Category: Headquarters

Keywords: EDWARD JONES, Hoffman Estates , Financial Planning and Analysis Analyst II, Professions , Hoffman Estates, Illinois