Senior Financial Analyst III - Edward D. Jones
Saint Louis, MO 63101
About the Job
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Are you looking for real work life balance within a Fortune 500 Company? Do you aspire for leadership but need to hone your skills a bit more? Do you have external reporting experience, maybe from public accounting or corporate accounting? If so, keep reading to learn more about a unique opportunity at Edward Jones within our Canada Finance department.
What You'll Do:
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.
Minimum Requirements:
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 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Are you looking for real work life balance within a Fortune 500 Company? Do you aspire for leadership but need to hone your skills a bit more? Do you have external reporting experience, maybe from public accounting or corporate accounting? If so, keep reading to learn more about a unique opportunity at Edward Jones within our Canada Finance department.
What You'll Do:
- Prepare annual financial statements in accordance with IFRS
- Stay current on all new accounting developments relevant to the company including producing technical memos as appropriate
- Coordinate internal and year-end audits
- Preparation (including concept development) of customized executive-level management financial reports; review and provide feedback on reporting prepared by other associates
- Presentation of financial reports and written analysis as well as verbal presentation of firm financial information and financial insights
- Proactively identify efficiency/control improvements with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation
- Inform and educate other business areas as to the financial impact of business decision, as well as recommending an optimal or preferred solution to influence strategic direction
- Participate in and frequently lead cross-functional teams responsible for implementing projects in support of division or firm-wide business objectives
- Take constructive action with little or no direction from others
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.
Minimum Requirements:
- Bachelor's degree in a related field
- 6+ years of relevant work experience
- Technical accounting research experience
- Advanced Financial analysis skills
- Intermediate to advanced understanding of accounting processes and financial statements
- Ability to summarize complex financial information and concepts and clearly communicate to associates and leadership up to the Executive Management level using verbal, written and presentation skills.
- Advanced degree (MBA, MAcc/MAC, MSA) preferred
- CPA preferred
- Experience with PeopleSoft financials is a plus
- IFRS experience is a plus
Source : Edward D. Jones
