Senior Strategy Analyst - Financial Modeling & Partnerships

Edward Jones; Tempe (AZ); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Edward Jones in Tempe, AZ, is seeking a Strategy Analyst III to design and deliver compensation models and partner affiliation analytics. You will build user-facing modeling tools and present findings to Financial Advisors, helping them make business decisions based on projections.

The role collaborates with partnership SME and Product teams to create enablement solutions, drive process improvements, and adapt to changing demands.

Qualifications

• Bachelor's degree required in business disciplines such as accounting, finance, economics, data science or analytics.
• 7+ years of relevant work experience.
• Strong financial analysis, forecasting, and financial modeling skills.
• Advanced Microsoft Excel, Word and PowerPoint including pivot tables and advanced formulas.
• Ability to translate business strategy into business requirements.
• CPA license is a plus.

Responsibilities

• Create compensation modeling tools and analyses to convert data into insights.
• Frequent presentations of modeling results to partner Financial Advisors.
• Collaborate with the Partnership SME to design solutions for firm policies and strategies.
• Collaborate with Product Teams to design and implement enablement solutions.
• Champion improvements to processes, controls, and tools to meet evolving needs.
• Identify opportunities with impact and drive their implementation.

Skills

Financial analysis

Forecasting

Financial modeling

Excel

Presentation skills

Communication

Education

Bachelor's degree in business, finance, economics

Tools

Power BI

PowerQuery

Job description

Edward Jones in Tempe, AZ, is seeking a Strategy Analyst III to design and deliver compensation models and partner affiliation analytics. You will build user-facing modeling tools and present findings to Financial Advisors, helping them make business decisions based on projections.

The role collaborates with partnership SME and Product teams to create enablement solutions, drive process improvements, and adapt to changing demands.