Strategy Analyst III – Finance

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

This job posting is anticipated to remain open for 30 days, from 01-Oct-2026. The posting may close early due to the volume of applicants.

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.

Overview:

The Partnership Strategy & Accounting Area within the Finance Division collaborates across the firm to design and deliver partnership models which support the firm's goal to be the premiere destination for financial advisors to start, grow, optimize and pass on a practice. The team closely partners with financial advisors, outside advisors and other firm stakeholders to build projections, draft educational materials, and meet with partners.

What you'll do:

• Creates compensation modeling tools and resources as well as analysis that facilitates the transformation of complex data/information into actionable insights. Includes advanced financial analysis, forecasting, and financial modeling responsibility
• Frequent verbal, visual & written presentation of modeling and analysis to partner Financial Advisors.
• Collaborate with others as the partnership subject matter expert (SME) to conceptualize and recommend solutions for enabling firm policies and strategies
• Collaborate with Product Teams in the design, development, and implementation of enablement and educational solutions
• Champion the innovation and evolution of existing processes, controls, and tools in order to meet the changing needs and increasing complexity of the organization
• Proactively identify opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions

What you'll need:

• Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience).
• 7+ years of relevant work experience.
• Strong financial analysis, forecasting, and financial modeling skills
• Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
• Ability to translate business strategy into business requirements
• Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables and advanced formulas
• Basic understanding of accounting processes and financial statements (CPA license, a plus)
• Ability to summarize financial information and concepts and clearly communicate to senior leadership
• Ability to work effectively both independently and in a team environment
• Ability to influence associates and leadership up to the senior leader level using verbal, written, and presentation skills

What could set you apart:

• Working understanding of agile product management is a plus
• A proficiency in using Business Intelligence tools such as Power BI/ PowerQuery 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.

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

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.

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.