Workflow Resource Analyst, SRV

Edward Jones; Tempe (AZ); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401k retirement plan

Paid holidays & vacation

Job summary

Edward Jones is seeking a Workflow Analyst to join Tailored Branch Support in Tempe, AZ. The role focuses on strategic workforce planning, forecasting, scheduling analysis, staffing model development, and operational support to enhance client and branch experiences.

The ideal candidate translates data into actionable recommendations, improving efficiency, service levels, and business outcomes. Hours start at 9:00 AM CST to 6:00 PM CST, with a focus on analytics, reporting, and cross-functional

Qualifications

• Strong analytical and problem-solving skills.
• Experience working with large data sets and translating insights into recommendations.
• Advanced proficiency in Microsoft Excel.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and organizational skills.

Responsibilities

• Develop and maintain volume forecasts to support staffing and planning.
• Generate, maintain, and analyze scheduling and workforce reports.
• Identify trends and recommend scheduling adjustments based on business needs.
• Collaborate on process improvements and participate in initiatives across Tailored Branch Support.
• Maintain an active development plan and lead development discussions with leadership.

Skills

Analytical thinking

Data analysis

Excel

Communication

Multitasking

Attention to detail

Tools

Power BI

Tableau

SQL

Job description

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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.

Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

The Workflow Analyst plays a critical role in ensuring Tailored Branch Support (TBS) teams have the right resources in place to deliver an exceptional client and branch experience. This position is responsible for strategic and tactical workforce planning, forecasting, scheduling analysis, staffing model development, and operational support. The ideal candidate is highly analytical, detail-oriented, and able to translate data into actionable recommendations that improve efficiency, service levels, and business outcomes.

Workforce Planning & Forecasting

• Develop and maintain volume forecasts to support departmental staffing and operational planning.
• Analyze historical trends, seasonal patterns, and planned business initiatives to predict future workload demands.
• Create and maintain staffing models that align workforce capacity with business needs.
• Partner with leaders to provide staffing recommendations and influence hiring decisions.
• Monitor real-time and future resource requirements to ensure departments meet or exceed performance standards.

Scheduling & Operational Support

• Generate, maintain, and analyze scheduling and workforce management reports.
• Process scheduling requests, tickets, emails, and voicemails in a timely manner.
• Monitor staffing utilization and proactively communicate resource gaps or risks.
• Support efforts to maintain optimal staffing coverage and service level performance.
• Identify trends and recommend scheduling adjustments based on changing business needs.

Process Improvement & Project Support

• Research and recommend best practices that improve workforce management and scheduling efficiency.
• Support and participate in initiatives, projects, and process changes across Tailored Branch Support.
• Assist in the implementation of new tools, systems, and workflows.
• Collaborate with business partners and stakeholders to improve operational effectiveness.
• Participate in regular stakeholder meetings and provide workforce insights and recommendations.

Professional Development

• Maintain an active development plan focused on growth and continuous improvement.
• Lead regular development discussions with leadership.
• Complete ongoing learning and development activities to strengthen workforce management, analytics, and business acumen.
• Contribute to the evolution of team capabilities through knowledge sharing and continuous learning

Hours for this role will start at 9:00-6:00pm CST

Qualifications Required

• Strong analytical and problem-solving skills.
• Experience working with large data sets and translating insights into recommendations.
• Advanced proficiency in Microsoft Excel.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and organizational skills.

Preferred

• Experience in workforce management, forecasting, scheduling, workforce planning, or capacity management.
• Experience with workforce management tools and reporting platforms.
• Knowledge of operational metrics, service levels, and staffing methodologies.
• Experience supporting business process improvement initiatives.
• Familiarity with Power BI, Tableau, SQL, or similar analytical tools.

Success Measures

• Develop accurate forecasting models that account for planned and unplanned volume fluctuations.
• Maintain and enhance departmental staffing models.
• Deliver timely and actionable scheduling and workforce reporting.
• Identify opportunities to improve scheduling efficiency and resource utilization.
• Support the successful implementation of operational projects and process improvements.
• Build strong partnerships with leaders and key stakeholders.
• Demonstrate continuous professional growth and expanded contributions to RBS.

Key Competencies

• Analytical Thinking
• Workforce Planning & Forecasting
• Data Analysis & Reporting
• Process Improvement
• Strategic Planning
• Communication & Influence
• Collaboration
• Time Management
• Attention to Detail
• Problem Solving

This role is ideal for an individual who enjoys combining data analysis, workforce strategy, and operational improvement to help teams perform at their highest level while delivering exceptional service to clients and branches.

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.