Analyst II - Partnership Accounting

Edward Jones; Tempe (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Edward Jones in Tempe is seeking a highly motivated Analyst II to join the Partnership Accounting team. This role requires a strong analytical mindset, the ability to work independently, and a focus on continuous improvement.

The ideal candidate will navigate complex Excel models, interpret calculations, and collaborate with internal partners and stakeholders to produce accurate monthly, quarterly, and annual partner calculations and tax schedules.

Qualifications

• Bachelor's degree in Accounting or Finance required or strongly preferred.
• 3+ years of experience in accounting, finance, or related field.
• Proficiency in Excel, including advanced formulas and financial modeling.
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities.
• Strong communication skills; comfortable interacting with partners and senior stakeholders.
• Ability to work independently while contributing effectively within a team environment.

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.

Skills

Excel proficiency

Analytical mindset

Communication skills

Independent working

Cross-functional collaboration

Education

Bachelor's degree in Accounting or Finance

Tools

Power Query

Power BI

Tableau

Job description

This job posting is anticipated to remain open for 30 days, from 13-Aug-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.

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

Overview

We are 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. A background in tax and automation technologies is a plus.

What You’ll Do

• 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

What You’ll Need

• A bachelor's degree is required with an 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
• Excellent organizational skills, attention to detail, and ability to manage multiple priorities
• Strong communication skills; comfortable interacting with partners and senior stakeholders
• Ability to work independently while contributing effectively within a team environment

What could set you apart:

• CPA designation and/or public accounting experience is a plus
• Familiarity with tax concepts and experience with automation tools (e.g., Power Query, Power BI, and Tableau) is a plus
• 6+ years of experience in accounting, finance, or related field preferred

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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones

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.