Technical Financial Analyst
Company: EDWARD JONES
Location: Saint Charles
Posted on: May 14, 2022
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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.Edward
Jones is seeking a Technology Financial Analyst to join the Digital
Governance & Analytics area to support the IT Financial Planning &
Analysis function which consists of a dynamic, distributed team of
techno-functional professionals across Finance and Digital
Divisions. Digital Governance & Analytics facilitates the
coordination of large-scale programs and assists with removing and
escalating cross-project and cross-team roadblocks impacting the
portfolio deliverables.This position will require you to interact
and collaborate with Directors and Sr. Directors from various
Technology functional areas and coordinate with Finance leadership
and other members of the Finance team to evolve our system and
processes for Technology Business Management. This position
operates in a rapidly changing environment and requires a
self-starter with excellent time management and adaptability. The
candidate should also demonstrate strong analytical and
problem-solving skills with attention to reporting accuracy and
detail.Responsibilities Summary:Support core technology & financial
processes for the organization including Annual Expense Planning
and Lean Portfolio Management.Inform other Technology business
areas as to the financial impact of potential business decisions
they are responsible for making.Prepare, summarize, and present
digital financial reports and analysis. Identify trends and present
recommendations to Senior Leadership to influence decision
making.Contributes to Agile Transformation Agenda. Includes ability
to operate in ambiguous situations, create process enhancements
that address short term needs while moving us closer to long-term
vision.Collaborate with Technology business partners to ensure
accurate and timely forecast submissions.Manage the preparation of
budget reports and analyses for presentation to Leadership during
the budget review and approval process.Prepare, track and report
burn rate against budget to Technology LeadershipContribute to the
process that evaluates IT products, services and vendors to
determine improvement or replacement.Proactively identify high risk
issues and assist in implementing solutions.Support system design,
documentation, testing, and implementation to ensure functional
business area requirements are met.Analyze, document, and monitor
business processes. Identify and implement process and control
improvements where needed.Perform financial modeling as
assigned.Participate as needed with overall PMO support activities
which may include planning, scoping, analysis, presentation, and
coordinating financial approvals. This includes leading financial
analyses, ROI and investment analysis for Technology
portfolio.Maintain full compliance with financial controls and SOX
reporting requirements.We Value:Self-starter with the ability to
manage tight deadlines, prioritize workload and achieve effective
results in a fast-paced and ambiguous environmentStrong
interpersonal, excellent verbal and written communication
skillsStrong project management skills including the ability to
manage priorities and workflowExposure to Technology Business
Management (TBM) taxonomy, PeopleSoft Financials, Apptio and/or
Tableau is a plusRequirements:Bachelor's degree in Finance,
Accounting, Economics, Business, Engineering and/or similar
discipline with analytical bias. CPA or MBA highly valued.4+ years
of relevant work experience in technology business management,
finance, accounting or related field is preferred.Proven
analytical, planning, and organizational skills with an ability to
manage competing demands.Proven knowledge and understanding of
business needs with the ability to establish/maintain high level of
trust and confidence.Superior proficiency with Excel & complex
financial modeling required (macros, index, conditional list,
arrays, pivots, lookups).Strong proficiency in PowerPoint and
experience in developing executive materials with high-level of
attention to detail and accuracy.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 Reserved2021 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 - $130764Category: Headquarters
Keywords: EDWARD JONES, Elgin , Technical Financial Analyst, Accounting, Auditing , Saint Charles, Illinois
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