Analyst I - Expenditure Management

Edward Jones

8d•Hybrid

About The Position

Expenditure Management is seeking a highly skilled and motivated analyst to support our firm's branch expense functions. Our department is responsible for enabling the timely and accurate payment and allocation of expenses in alignment with firm expense policy and established accounting principles. This role will be part of a close-knit team that works collaboratively to meet the demands of our deadline driven work. The team works in partnership with internal stakeholders, external banking partners, as well as suppliers to provide effective expense solutions for the firm. We have built and maintain many trusted relationships and are known as a team capable of delivering superior results. We are an integral part of several firm-level project teams tasked with transforming the way in which our branch teams work and pay for the investments made in their business. The successful candidate will possess the analytical and collaboration skills needed to create data-driven solutions and recommendations in partnership with the areas we support.

Requirements

Bachelor’s degree in a related field
3-5+ years of relevant work experience in a financial, banking, or accounting function.
Demonstrated ability to work with external or internal stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions
Strong analysis skills with an ability to understand and identify opportunities to apply different analytical approaches and visualizations
Ability to analyze problems and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner
Ability to operate in ambiguous situations, creating process improvements that address short term needs in alignment with the department and division's vision
Identify trends and present recommendations to leadership to influence decision making
Ability to plan and organize efficiently and effectively
Exceptional written and verbal communication

Responsibilities

Develop and maintain a network of relationships with internal stakeholders, external suppliers and banking partners impacting our area of responsibility
Prepare and summarize firm financial reports and analysis that facilitate the transformation of complex data into actionable insights and recommendations for decision making
Identify, monitor, and proactively improve business processes, systems, and controls related to area of responsibility
Inform and educate business areas as to the financial impact of decisions, as well as recommending a preferred solution to influence strategic decisions
Develop functional measurements to create awareness of, and accountability for results
Troubleshoot and provide analytical solutions for system issues and monthly processes
Participate in and sometimes lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives