Location: | Columbia, MO (65215) |
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Company: | Edward Jones |
Salary: | $76798 - $130764 |
Industry: | IT |
Job Type: | Full Time |
Posted: | Today |
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.