17 days old

Senior Financial Analyst II, Finance (remote work eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103 Work Remotely
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 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
The Financial Program Planning - Analysis team is where Finance, Accounting and Project/Program Management intersect. We are responsible for financial planning and analysis, management reporting and evolving the firms processes through the implementation of process improvements and best practices within the intersection.
The successful candidate will be a self-starter who partners well in a collaborative manner to support our Program, Project and Finance stakeholder's ability to make timely program level, financial impacting decisions while championing financial stewardship.

*Role Responsibilities*
* Supporting the Program/Project Leadership team in developing and maintaining budgets for internal and external 3rd party resources
* Working with the Project Management Office (PMO) and other stakeholders to develop and implement process improvements, tools, and financial controls around Program/Project expenditures
* Serve as the single point of contact for the financial health of the program.
* Manage the entire vendor invoice payment process
* Track the invoice payment processing to ensure the responsible parties within the program approve in a timely manner and submit to Accounts Payable (AP) for payment processing
* Manually track the invoices submitted against the appropriate Statement of Work (SOW) to provide the program with detailed information on the remaining SOW value

* Tracking Program/Project budgets and expenses
* Providing financial transparency to the Program & Project Leads of actuals and projected spend
* Partner with program stakeholders to develop and maintain the program's financial outlook
* Work with our 3rd party partners to understand & track accrual activity at the program level to ensure the firm receives timely financial information from our 3rd party partners
* Aligning with the program to ensure timely dissemination of the single source of truth via financial dashboards
* Working with Project Leads to put processes and tools in place to track internal labor spend to the program

* Being a trusted finance partner to help educate the program & project stakeholders on the inputs into the budgeting and expense management processes; providing support and guidance where needed to facilitate a continued partnership
* Working with the PMO to analyze, document, and monitor business processes. Identify and implement process and control improvements where needed
* Prepare, summarize, and present financial reports on a regular and reliable cadence highlighting risk & issues and working with the necessary points of contact to resolve the issues in a collaborative manner
* Identify trends and present recommendations to Senior Leadership in order to influence decision making
* Leverage project management best practices to partner with and drive the finance functions

*Education and Experiences*
* Bachelor's degree in a related field. MBA is preferred
* 4+ years of relevant work experience in Financial Planning & Analysis, Project/Program Management, Cost Controlling or related experiences is preferred
*Skills and Abilities:*
* Knowledge and familiarity of Project/Program Management principles and practices and ability to represent the finance function while aligning to support the needs of our Program and Project stakeholders
* Experience in budgeting, cost management, planning, and estimating
* Proactively identify and implement process and control improvements where needed.
* Ability to build trusted relationships and connect the dots to ensure integrated processes
* Ability to operate in ambiguous situations, create processes enhancements that address short term needs while moving us closer to the more longer-term vision
* Ability to anticipate problems, recommend and execute on solutions
* Ability to work well collaboratively
* Ability to plan and organize efficiently and effectively
* Proven ability to communicate with impact, demonstrated through excellent interpersonal, written communication and presentation skills
* Ability to challenge existing processes, define improvement opportunities and work with stakeholders of conflicting perspectives to execute on a collaborative solution
* Proven ability to effectively lead change initiatives and demonstrate influence
* Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
* Working knowledge of PeopleSoft Financials, Tableau, is a plus

* FORTUNE 2020 Edward Jones was named No. 7 on the 2020 FORTUNE 100 Best Companies to Work For list.
* From FORTUNE 2020 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.

* Edward Jones Ranked No. 6 of the 100 best workplaces for millennials by Great Place to Work and FORTUNE Magazine.
* 2020 Corporate Equality Index Edward Jones joins the ranks of 680 major U.S businesses that received top marks in the HRC Foundations 18th Annual Scorecard on LBGTQ Workplace Equality
* Edward Jones named a top company for training, ranking No. 25 on Training magazine's 2020 Training Top 125 list the highest ranking among the financial-services industry!
* Financial services firm Edward Jones has been named one of the 2019 Best Workplaces for Parents by Great Place to Work and FORTUNE magazine. The firm ranked No. 5 on the list of 50 companies, up two spots from last year.
* The Best Workplaces for Parents list is one of a series of rankings by Great Place to Work and FORTUNE based on employee feedback from Great Place to Work-Certified organizations. Edward Jones ranked No. 7 on the FORTUNE 100 Best Companies to Work for in 2019 list, the firms 20th appearance on the list. The firm also was ranked the No. 1 Best Workplace in Financial Services & Insurance and the No. 6 Best Workplace for Millennials by Great Place to Work and FORTUNE.

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. [Visit our career site]() 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:


Posted: 2021-03-26 Expires: 2021-05-12

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Senior Financial Analyst II, Finance (remote work eligible)

Edward D. Jones & Co., L.P (HO)
St Louis, MO 63103

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