Financial Analyst I, Expenditure Management

Edward Jones; St. Louis (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

Edward Jones is seeking an Expenditure Management Analyst to support branch expense functions and partner with internal stakeholders, suppliers, and banking partners. You will deliver data-driven insights, drive process improvements, and influence strategic financial decisions across the firm.

The role emphasizes collaboration, analytical rigor, and the ability to operate in a deadline-driven environment as part of a close-knit team serving 9M+ clients and 20K+ advisors across the U.S.

Qualifications

• 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

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 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

Skills

Stakeholder management

Financial analysis

Data visualization

Problem solving

Process improvement

Communication

Leadership

Planning & organization

Analytical thinking

Education

Bachelor’s degree in a related field

Job description

Edward Jones is seeking an Expenditure Management Analyst to support branch expense functions and partner with internal stakeholders, suppliers, and banking partners. You will deliver data-driven insights, drive process improvements, and influence strategic financial decisions across the firm.

The role emphasizes collaboration, analytical rigor, and the ability to operate in a deadline-driven environment as part of a close-knit team serving 9M+ clients and 20K+ advisors across the U.S.