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.
We are looking for a Strategy & Financial Analyst to join our Compensation Program Support department. You will have the unique opportunity to partner with leaders and associates across the firm to influence and execute the firm's compensation strategies for our branch teams. The decisions you help our leaders make impacts our bottom line and the experience of our branch teams.
The Branch Expense and P&L team within Compensation Program Support department:
Strategizes with Branch Development as they explore new real estate footprints, branch support roles, and ideas to enhance our branch team experience and understanding of how their operating decisions impact their branch profit and loss statements and branch team variable compensation results.
Partners with HR, Core Finance teams, and others to deeply understand and design firm compensation and expense policies that incentivize our financial advisors and branch teams to act in the best interest of our clients and act as owners of the firm, demonstrating financial stewardship of firm resources.
Collaborates with our Product Teams to move from strategy to execution, designing and enhancing business processes with simplicity and transparency and creating capacity for our business areas.
This role will be responsible for working in partnership with leaders and associates across the organization to: (i) prepare, analyze, and present financial impact analysis of compensation strategies, (ii) support leadership in identifying and understanding how their business strategies impact firm and branch team financial results, and (iii) lead others through business process improvement and implementation of strategic changes in collaboration with our product teams.
You can be successful in this role if:
You can see opportunities for synergy and collaboration where sometimes others don't and easily make connections among previously unrelated notions.
You understand how to deliver while earning trust within and for your team.
You have cultivated project management experience and are able to plan and organize with a high degree of efficiency and effectiveness.
You love being heavily involved in the process of moving from strategy to execution, taking a hands-on approach to analysis, insights, integration and implementation. When we don't have a solution for something, you find one and build support for it.
You know the importance of the user experience resulting from firm strategies and policies.
Position Responsibilities:
Develop and manage relationships with senior leaders and key internal stakeholders to deepen their understanding of the financial impact of firm strategies and business activities on branch team compensation programs.
Understand the roles, responsibilities, and activities performed by organizational functions (e.g., branch teams, marketing, operations, finance, human resources) and the interrelationship among them; have ability to collaborate across functional and organizational lines.
Execute advanced financial analysis, forecasting, and complex financial impact modeling of profit and loss statement and variable compensation impacts.
Synthesize the results of quantitative and qualitative analysis into key trends, actionable insights, and/or recommendations for delivery to senior leaders.
Develop and present written and verbal impact analysis resulting in recommended solutions with high impact. Recommend optimal or preferred operational and policy solutions to influence scalable, strategic decision making.
Participate in, and occasionally lead, cross-functional teams responsible for implementing medium to large sized projects in support of divisional and firm-wide business objectives.
Champion the innovation and evolution of existing processes, controls, and technology in order to meet the changing needs and increasing complexity of the organization through partnership with relevant stakeholders as a subject matter expert.
A Bachelor's degree in related field is required. CPA/MBA preferred.
5+ years of relevant work experience.
2+ years previous cross-functional team leadership or project management experience.
Advanced knowledge of Microsoft Office (Word, Excel, PowerPoint, Outlook) required, including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.
Prior experience with PeopleSoft, Hyperion, SQL, and business intelligence software (Tableau) is considered a plus.
Functional Skills
Superior interpersonal and communication skills with experience delivering presentations to business leadership.
Demonstrated ability to achieve results in a highly collaborative environment through effective listening and collaboration skills.
Intermediate financial analysis, forecasting, and complex financial modeling skills, such as sensitivity analysis incorporating multiple variables and financial analysis of business decision alternatives.
Possess intellectual curiosity as well as a strong interest in and desire to implement change and develop creative solutions.
Ability to make decisions and manage medium scale projects or initiatives using project management skills.
Successfully prioritize workload according to criteria such as time urgency, perceived value of outcome, ease of completion, importance, and organizational factors. Independently adjust to changing priorities as needed.
