Senior Finance Strategy & Modeling Analyst

Edward Jones; Tempe (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Edward Jones is seeking a seasoned finance professional to design and deliver partnership models and forecasting tools. You will collaborate with financial advisors and stakeholders to produce actionable insights from complex data.

This role emphasizes leadership, communication, and cross-functional partnership to enable firm policies and strategic initiatives. You will translate business needs into formal requirements, develop advanced financial models, and present findings to senior

Qualifications

• Bachelor's degree in business, accounting, finance, economics, data science, or analytics.
• 7+ years of relevant work experience.
• Strong financial analysis, forecasting, and financial modeling skills.
• Ability to prioritize multiple tasks and adapt to changing priorities.
• Ability to translate business strategy into business requirements.
• Advanced Microsoft Excel, Word and PowerPoint including pivot tables and advanced formulas.
• Basic understanding of accounting processes and financial statements; CPA a plus.
• Ability to communicate financial information to senior leadership.
• Ability to work independently and in a team; influence leadership.

Responsibilities

• Create compensation modeling tools and analyses including forecasting and financial modeling.
• Present modeling results to partner Financial Advisors verbally, visually, and in writing.
• Collaborate as the partnership SME to advise on policies and strategies.
• Work with Product Teams to design, develop, and implement enablement and educational solutions.
• Champion process and tool evolution to meet changing organizational needs.
• Identify opportunities with broad impact and drive solution implementation.

Tools

Power BI/PowerQuery

Microsoft Excel

Pivot tables

PowerPoint

Job description

Edward Jones is seeking a seasoned finance professional to design and deliver partnership models and forecasting tools. You will collaborate with financial advisors and stakeholders to produce actionable insights from complex data.

This role emphasizes leadership, communication, and cross-functional partnership to enable firm policies and strategic initiatives. You will translate business needs into formal requirements, develop advanced financial models, and present findings to senior