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 Reporting Department within Canadian Finance is responsible for the Firm's month-end close process, management reporting, financial statements, and ensuring that there are appropriate internal controls over financial reporting for the Canadian business. Education/Experience
A Bachelor's degree is required, with emphasis in Accounting or Finance strongly preferred.
CPA or advanced degree preferred.
4+ years of relevant experience is required.
Financial services or brokerage industry experience preferred.
Functional Skills
Ability to prioritize multiple tasks/projects, while also completing regular responsibilities, working effectively independently and in a team environment
Ability to make decisions; communicates and appropriately defends beliefs and opinions, summarizing complex concepts and clearly communicate to firm leadership
Solid understanding of accounting principles, including financial statements
Strong analytical skills to aid in the development of business insights and inform business decisions
Proactively research issues, analyze business processes and develop more efficient and effective procedures
Ability to adapt to change, think strategically and deliver results
Communication Skills
Strong verbal, written, and presentation communication skills. Must be able to effectively communicate with internal and external parties including associates, leaders, and business partners
Displays confidence in one's ability to make decisions; communicates and appropriately defends beliefs and opinions
Ability to summarize complex concepts and clearly communicate to firm leadership
Technical Skills
Intermediate/advanced knowledge of Microsoft Office is required.
Understanding of PeopleSoft Financials is a plus.
Problem Solving
Ability to anticipate, analyze, and recommend solutions to divisional and firm-wide leadership for a broad spectrum of business improvement opportunities in a clear and concise manner
Ability to solve problems under tight time frames, demanding workloads, or conflicting demands
Decision Making
Take constructive action with general direction from others, while leader reviews complex and high-impact outputs
Decisions made based on financial information and recommendations provided through this role generally have a moderate to high impact on firm performance and strategy
Span of Influence
Work with leaders throughout the firm, providing financial or process guidance to directly influence strategic business decisions
To successfully influence decision making, this position requires a broad understanding of the inter-connectivity and dependencies of the departments/divisions with one another and ability to clearly articulate how they impact Firm operations and initiatives
