Strategy Analyst II - Finance
- Full-time
- Company: EDWARD JONES
Company Description
Jobs for Humanity is partnering with EDWARD JONES to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: EDWARD JONES
Company Name: EDWARD JONES
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.
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.
The Compensation Strategic Enablement team within the Compensation Program Support department collaborates with Branch Development, Human Capital, Finance and other departments across the firm to design branch compensation and expense policies that incentivize our financial advisors and branch teams to act in the best interest of our clients and the Firm. The team closely partners with Product Teams and Compensation Program Support teams to move from strategy to execution, designing and enhancing business processes with simplicity and transparency, while creating capacity for our business areas.
The Strategy Analyst II is responsible for recommending branch compensation policies and solutions in support of firm strategies and ensuring successful implementation of those in partnership with digital product teams.
What You'll Do:
The Strategy Analyst II is responsible for recommending branch compensation policies and solutions in support of firm strategies and ensuring successful implementation of those in partnership with digital product teams.
What You'll Do:
- Partner with firm leaders (business segment leaders and functional leaders) as the branch compensation subject matter expert (SME) to conceptualize and recommend branch compensation solutions for enabling firm policies and strategies
- Support Product Teams and Compensation Program Support (CPS) teams in the design, development, and implementation of branch compensation solutions
- Conduct analysis that facilitates the transformation of complex data/information into actionable insights. Includes advanced financial analysis, forecasting, and financial modeling responsibility
- Frequent verbal & written presentation of analysis, as well as presentation of firm strategic information and analytical insights to senior & executive firm leaders
- Develop and manage business relationships with senior leaders and executive-level management across the organization
- Participate in and frequently lead cross-functional teams responsible for implementing projects in support of divisional or firm-wide business objectives
- Build strong firm-wide awareness and acumen of the impact of firm strategies and business activities on branch compensation programs through education and ongoing projects
- Champion the innovation and evolution of existing processes, controls, and technology in order to meet the changing needs and increasing complexity of the organization
- Proactively identify opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions
What You'll Need:
- Bachelor's degree with an 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
- 4+ years of relevant work experience
What Could Set You Apart:
- Working understanding of agile product management
- A proficiency in using Business Intelligence tools such as Tableau/Power BI
Functional/Technical Qualifications:
- Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
- Financial analysis, forecasting, and financial modeling skills
- Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables and advanced formulas
- Intermediate to advanced understanding of accounting processes and financial statements
- Ability to summarize complex financial information and concepts and clearly communicate to senior leadership
- Ability to work effectively both independently and in a team environment
- Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills
Problem Solving:
Issues can arise daily with varying degrees of complexity. The Strategy Analyst II must have the 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. The Strategy Analyst II 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 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 by the Strategy Analyst II. More complex and high impact decisions are generally made after consultation with the leader.
Span of Influence:
The Strategy Analyst II works with leaders and executive-level management throughout the Firm, providing analysis and recommendations to directly influence strategic business decisions. While there are no direct supervisory responsibilities, training and/or informally leading other associates on the team as well as associates on project teams from other divisions is expected. To successfully influence decisions making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives.
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
Issues can arise daily with varying degrees of complexity. The Strategy Analyst II must have the 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. The Strategy Analyst II 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 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 by the Strategy Analyst II. More complex and high impact decisions are generally made after consultation with the leader.
Span of Influence:
The Strategy Analyst II works with leaders and executive-level management throughout the Firm, providing analysis and recommendations to directly influence strategic business decisions. While there are no direct supervisory responsibilities, training and/or informally leading other associates on the team as well as associates on project teams from other divisions is expected. To successfully influence decisions making, this position requires a deep understanding of how departments/divisions interact with one another and impact firm operations and initiatives.
*Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.
- 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