Analyst I - Expenditure Management

Edward Jones; St. Louis (MO); On-site; USD 70,000 - 95,000; Full time

Job summary

Edward Jones is seeking an experienced Expenditure Management Analyst to support branch expense functions through data-driven analysis, collaboration with internal stakeholders, and strategic process improvements. The role emphasizes cross-functional teamwork and adherence to firm expense policy and accounting principles.

The successful candidate will possess a Bachelor’s degree and 3–5+ years in financial, banking, or accounting roles, with strong analytical and communication skills to

Qualifications

• Bachelor’s degree required.
• 3–5+ years of relevant work experience in a financial, banking, or accounting function.
• Demonstrated ability to work with external or internal stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions.
• Strong analysis skills with ability to understand and identify opportunities to apply different analytical approaches and visualizations.
• Ability to analyze problems and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner.
• Ability to operate in ambiguous situations, creating process improvements that address short term needs in alignment with the department and division's vision.
• Identify trends and present recommendations to leadership to influence decision making.
• Ability to plan and organize efficiently and effectively.
• Exceptional written and verbal communication.

Responsibilities

• Develop and maintain a network of relationships with internal stakeholders, external suppliers and banking partners impacting our area of responsibility.
• Prepare and summarize firm financial reports and analyses that transform complex data into actionable insights and recommendations for decision making.
• Identify, monitor, and proactively improve business processes, systems, and controls related to area of responsibility.
• Inform and educate business areas as to the financial impact of decisions, and recommend a preferred solution to influence strategic decisions.
• Develop functional measurements to create awareness of, and accountability for results.
• Troubleshoot and provide analytical solutions for system issues and monthly processes.
• Participate in and sometimes lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives.

Education

Bachelor’s degree in a related field

Job description

This job posting is anticipated to remain open for 30 days, from 17-Sep-2026. The posting may close early due to the volume of applicants.

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

View our Purpose, Inclusion and Citizenship Report (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm_source=DIRECT) .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Overview:

Expenditure Management is seeking a highly skilled and motivated analyst to support our firm's branch expense functions. Our department is responsible for enabling the timely and accurate payment and allocation of expenses in alignment with firm expense policy and established accounting principles.

This role will be part of a close-knit team that works collaboratively to meet the demands of our deadline driven work. The team works in partnership with internal stakeholders, external banking partners, as well as suppliers to provide effective expense solutions for the firm. We have built and maintain many trusted relationships and are known as a team capable of delivering superior results. We are an integral part of several firm-level project teams tasked with transforming the way in which our branch teams work and pay for the investments made in their business.

The successful candidate will possess the analytical and collaboration skills needed to create data-driven solutions and recommendations in partnership with the areas we support.

What You’ll Do:

• Develop and maintain a network of relationships with internal stakeholders, external suppliers and banking partners impacting our area of responsibility

• Prepare and summarize firm financial reports and analysis that facilitate the transformation of complex data into actionable insights and recommendations for decision making

• Identify, monitor, and proactively improve business processes, systems, and controls related to area of responsibility

• Inform and educate business areas as to the financial impact of decisions, as well as recommending a preferred solution to influence strategic decisions

• Develop functional measurements to create awareness of, and accountability for results

• Troubleshoot and provide analytical solutions for system issues and monthly processes

• Participate in and sometimes lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives

What Experience You'll Need:

• Bachelor’s degree in a related field

• 3-5+ years of relevant work experience in a financial, banking, or accounting function.

• Demonstrated ability to work with external or internal stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions

• Strong analysis skills with an ability to understand and identify opportunities to apply different analytical approaches and visualizations

• Ability to analyze problems and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner

• Ability to operate in ambiguous situations, creating process improvements that address short term needs in alignment with the department and division's vision

• Identify trends and present recommendations to leadership to influence decision making

• Ability to plan and organize efficiently and effectively

• Exceptional written and verbal communication

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/blog/?_sft_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?_sft_category=awards-accolades-en-ca)

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.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .