Analyst II - Financial Modeling & Reporting

Edward Jones

St. Louis (MO)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Job summary

Edward Jones is seeking a highly motivated and detail-oriented Analyst II to join our Partnership Accounting team. This role requires a strong analytical mindset, the ability to work independently, and a passion for continuous improvement.

The ideal candidate will be comfortable navigating complex Excel models, interpreting intricate calculations, and engaging with internal partners and stakeholders. Candidates living within commuting distance of our Tempe, AZ and St.

Qualifications

Bachelor's degree required with emphasis in Accountancy or Finance strongly preferred.
3+ years of experience in accounting, finance, or related field.
Proficiency in Excel, including advanced formulas and financial modeling.
Strong communication skills; comfortable interacting with partners and senior stakeholders.

Responsibilities

Build, maintain, and enhance Excel models to support reporting and decision-making.
Apply critical thinking to validate data integrity, investigate discrepancies, and ensure outputs are accurate and supported by underlying partner information.
Ensure timely and accurate reporting in a fast-paced environment with shifting priorities.
Collaborate with cross-functional teams and external partners to resolve issues and create value.
Prepare and review monthly, quarterly, and annual partner calculations and tax-related schedules.
Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility.