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Strategy Analyst III, Finance

Location: Chesterfield
Posted on: September 9, 2023

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.

In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Responsibility Summary:

  • Liaison between divisional stakeholders to maintain, enhance or integrate firm systems and data by proactively identifying enterprise technology opportunities or serving on a formal project team in support of new systems and data.
  • Supports multiple highly complex business processes and serves as a functional leader.
  • Create, maintain and review business process models, data flows, prototypes, business requirements, use cases and test cases.
  • Create and execute multiple project plans at the same time of high complexity.
  • Execute and present written and verbal business systems impact analysis resulting in identification of systematic solution with high impact.
  • Generate communication, process and educational plans to mitigate the disruption of change.
  • Understanding of enterprise systems and impacts of change.
  • Responsible for business systems case development and presentation for new systems and data.
  • Assist in enforcement of Business Systems Analyst principles and practices within the team.
  • Mentors less experienced members of the team
  • Create and manage budgets & manage other firm resources including human capital
  • Develop and implement reporting of Key Process Indicators to enable data driven decisions.
  • Manage key ancillary programs with excellence to mitigate firm riskProblem Solving:
    • Diagram highly complex business processes, data flow and architecture for new systems and data.
    • Create highly complex business cases to provide cost effective solutions.
    • Follow highly complex data flow to interpret source of information in support of new systems and data.
    • Proactively drive change to systems based on business system impact analysis.
    • Serve as functional lead in technical implementation of agreed upon solutions.
    • Collaborate with associates and leadership across firmDecision Making:
      • Decisions made based on highly complex business system impact analysis and involve business process or data flow recommendations and may impact firm systems.
      • Business process redesign decisions are generally made in collaboration with divisional stakeholders and have a high risk on Firm performance.Span of Influence:
        • System changes driven from this role generally have a high risk to the firm.
        • While there are no direct people responsibilities, leading others across the firm to accomplish tasks and meet deadlines will be required.
        • This position requires a deep understanding of how enterprise systems interact with one another and impact firm operations and initiatives.Qualifications Required in the Job:
          Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience). CPA/International country equivalent or MBA preferred. 7+ years of relevant work experience. Negotiation/purchasing/buyer experience is a plus.

          Functional/Technical Qualifications:
          • Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
          • Advanced analysis skills, forecasting, and complex modeling. Ability to understand and identify opportunities to apply the different types of statistics and advanced analytical concepts.
          • 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 up to executive management.
          • A proficiency using visualization software (Tableau) is a plus
          • Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
          • Industry and best practice research skills must
          • Advanced project management skills
            Problem Solving:
            Due to high volume, issues typically arise daily with varying degrees of complexity. The Analyst must have Ability to identify the question(s), analyze and recommend solutions to senior & executive Firm leaders for a broad spectrum of business improvement opportunities in a clear and concise manner. The Business Analyst III must have the ability to implement projects of a moderate to high complexity which involve cross-functional teams, and therefore must be able to collaborate well with associates and leadership throughout the firm, including external vendors.

            Decision Making:
            Decisions made based on analysis and recommendations provided through this role generally have a moderate to high risk on Firm performance. Decisions are of moderate to high complexity and typically pertain to ad hoc analysis and the generation of strategies and recommendations. Decisions of moderate complexity and moderate impact (e.g. sourcing pricing strategy development, analytical model development, etc.) are made independently; more complex and high-impact decisions generally made in consultation with leader.

            Span of Influence:
            The Analyst develops and performs high complexity financial analysis with typically high financial impact. The Analyst works with leaders up to executive management, providing analytical guidance to directly influence strategic business decisions. While there are no direct supervisory responsibilities, mentoring and training other associates on the team as well as associates on project teams from other divisions is expected. To successfully influence decision making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives.
            • 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work - data as of March 2022. Compensation provided for using, not obtaining, the rating.
              • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work - and Fortune - magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
                Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work - and Fortune - magazine, ranking No. 45.2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work -, data as of August 2021. Compensation provided for using, not obtaining, the rating.
                For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For - ranking by Great Places to Work - and Fortune - magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work - in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
                Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
                Salary: $92984 - $158325
                Category: Headquarters

Keywords: EDWARD JONES, Chesterfield , Strategy Analyst III, Finance, Accounting, Auditing , Chesterfield, Missouri

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