Senior Financial Analyst III, Compensation Reporting & Analysis

Location: Columbia, MO (65215)
Company: Edward Jones
Salary: $76798 - $130764
Industry: IT
Job Type: Full Time
Posted: Today
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.
We are looking for a Senior Financial Analyst III to join our Compensation Reporting and Analysis Team. You will have the unique opportunity to partner with leaders and associates across the firm to influence and measure the firm's compensation strategies for our branch teams. Every decision that you will help our leaders make impacts our bottom line and the experience of our branch teams.

Team Overview:

The Compensation Reporting and Analysis team within Compensation Program Support department:

  • Partners with teams across Finance and the firm to analyze and deeply understand firm compensation and expense policies that incentivize our financial advisors and branch teams to act in the best interest of our clients and act as owners of the firm, demonstrating financial stewardship of firm resources.

  • Collaborates with our Compensation Program Support Teams to improve our understanding and utilization of data and reporting, designing and enhancing business processes with simplicity and transparency and creating capacity for our business areas.

  • Develops Management Reporting and accompanying insights for Finance Sr. Leadership in order to inform key leaders on compensation financial impacts and to influence future decision making.

  • Ensures the compensation components of firm accounting and financial reporting are complete, accurate, and disclosed appropriately, and ensure variances and trends are understood and documented.

Required Qualifications:

  • Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience).

  • CPA/International country equivalent or MBA preferred.

  • 7+ years of relevant work experience.

  • Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities.

  • Advanced financial analysis, forecasting, and complex financial modeling skills, such as sensitivity analysis incorporating multiple variables and financial analysis of business decision alternatives.

  • 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.

  • Works effectively both independently and in a team environment.

  • Proficiency using PeopleSoft Financials 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 preferred.

  • Advanced project management skills.

  • Tableau, SQL, or Data Analysis experience preferred.

Problem Solving:

  • Due to high volume, issues typically arise daily with varying degrees of complexity.

  • Ability to analyze and recommend solutions to divisional and firm-wide leadership for a broad spectrum of business improvement opportunities in a clear and concise manner.

  • 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 financial information and recommendations provided through this role generally have a moderate to high impact 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 are made independently. More complex and high-impact decisions are generally made after consultation with the leader.

Span of Influence:

  • Develops and performs high complexity financial analysis with typically high financial impact.

  • Works with leaders and executive-level management throughout the Firm, providing financial 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.


  • 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
  • 2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
    • From The Human Rights Campaign. All Rights Reserved
  • 2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
  • J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
    • Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.

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. Visit our career site 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: $76798 - $130764
Category: Headquarters

Web Reference : AJF/384040480-202
Posted Date : Mon, 04 Jul 2022

Please note, to apply for this position you will complete an application form on another website provided by or on behalf of Edward Jones. Any external website and application process is not under the control or responsibility of IT JobServe

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