Senior Enterprise Strategy Lead — Financial Services

Edward Jones; Tempe (AZ); On-site; USD 120,000 - 204,000; Full time

Job summary

Edward Jones is seeking a Senior Analyst in Firm Strategy to partner with executive leadership and shape enterprise, business, and functional strategies. You will lead cross-functional teams, develop analytical insights, and drive strategic decision-making across multiple time horizons.

The role requires a Bachelor's in Accounting/Finance/Economics, 7+ years in financial services, strong problem-solving and modelling skills, and excellent communication with senior leaders.

Qualifications

• Bachelor's degree in Accounting, Finance, or Economics.
• 7+ years of relevant work experience in financial services.
• Demonstrable problem-solving, quantitative and analytical skills.
• Ability to conduct complex financial analyses, forecasts, and modelling.
• Strong verbal and written communication with senior leaders.

Responsibilities

• Lead cross-functional teams to frame, design and execute strategic solutions.
• Lead the formulation of enterprise, business, and functional strategies.
• Drive multiple projects with timely deliverables.
• Collaborate with stakeholders on enterprise-wide solutions.
• Develop and maintain relationships with internal stakeholders; influence senior stakeholders.
• Operate autonomously with strong thought leadership.
• Lead creation of analytical insights for strategic plans.
• Develop a deep understanding of clients’ objectives and challenges.
• Facilitate alignment sessions, working sessions, and workshops with senior executives.
• Drive analysis using qualitative and quantitative methods to generate insights.

Skills

Problem solving

Quantitative analysis

Financial modeling

Communication

Education

Bachelor's degree in Accounting/Finance/Economics

Advanced degree preferred

Job description

Edward Jones is seeking a Senior Analyst in Firm Strategy to partner with executive leadership and shape enterprise, business, and functional strategies. You will lead cross-functional teams, develop analytical insights, and drive strategic decision-making across multiple time horizons.

The role requires a Bachelor's in Accounting/Finance/Economics, 7+ years in financial services, strong problem-solving and modelling skills, and excellent communication with senior leaders.