Strategy Analyst III, Finance
Company: EDWARD JONES
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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