Senior Financial Analyst III

EDWARD JONES; Tempe (AZ); Hybrid; USD 120,000 - 150,000; Full time

Job summary

Edward Jones in Tempe, AZ is seeking an experienced finance professional with 7+ years of relevant work experience and a strong background in accounting or finance. The role requires advanced financial analysis, forecasting, and the ability to influence executives.

You'll work in a hybrid setup with the Tempe and St. Louis home offices, handling complex financial modeling, multi-task prioritization, and collaboration with cross-functional teams.

Qualifications

• 7+ years of relevant work experience.
• Bachelor's degree in Accounting or Finance strongly preferred (or relevant work experience).
• Advanced financial analysis, forecasting, and financial modeling skills.
• Ability to influence associates and leadership up to Executive Management using verbal, written, and presentation skills.

Skills

Financial analysis

Forecasting

Excel advanced

Executive communication

Education

Bachelor's degree in Accounting or Finance

CPA or MBA preferred

Tools

PeopleSoft Financials

Job description

Position Type

Home Office

Position Schedule

Full-Time

EEO Statement

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.

Posting Location

Arizona, Tempe, Missouri, St. Louis

Company Description

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.

External Flexible Work Option(s)

Hybrid, Onsite

Awards and Accolades

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

Country

United States

Search Headquarters Positions by Area of Interest

Finance

Position Requirements

What you'll need:

• Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience).
• 7+ years of relevant work experience.
• Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
• Advanced financial analysis, forecasting, and complex financial modeling skills, such as sensitivity analysis incorporating multiple variables and financial analysis of business decision alternatives
• Works effectively both independently and in a team environment
• Intermediate to advanced understanding of accounting processes and financial statements required
• Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills
• Ability to summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership
• Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
• Advanced project management skills

What could set you apart:

• CPA/International country equivalent or MBA preferred.
• Industry and best practice research skills preferred
• Proficiency using PeopleSoft Financials is a plus

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.

Salary Information

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.