Senior Analyst - Partnership Accounting

Edward Jones • Tempe, AZ

95d

About The Position

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

Requirements

• Bachelor's degree in Accounting, Finance, or related field; CPA or advanced degree preferred.
• 5-10 years of experience in accounting or financial analysis.
• Strong proficiency in Excel, including advanced formulas and financial modeling.
• Excellent organizational skills and attention to detail.
• Strong communication skills; comfortable interacting with partners and senior stakeholders.
• Familiarity with partnership tax concepts is preferred.

Nice To Haves

• Experience with automation tools (e.g., Power Query, Power BI, and Tableau) is highly desirable.

Responsibilities

• Independently manage projects, including coordination with Legal, Finance, and Tech teams to ensure accurate setup and reporting.
• Build, maintain, and enhance complex Excel models to support reporting and decision-making.
• Quickly grasp and apply complex accounting and financial concepts.
• Ensure timely and accurate reporting in a fast-paced environment with shifting priorities.
• Collaborate with cross-functional teams and external partners to resolve issues and create value.
• Prepare and review monthly, quarterly, and annual partner calculations and tax-related schedules.
• Maintain organized documentation and audit trails for all accounting processes.

Benefits

• Medical and prescription drug coverage
• Dental and vision insurance
• Voluntary benefits (such as accident, hospital indemnity, and critical illness)
• Short- and long-term disability coverage
• Basic life and basic AD&D coverage at no cost to associates
• 401k retirement plan
• Health savings account and flexible spending account
• Ten paid holidays
• Fifteen days of vacation for new associates beginning on January 1 of each year
• Sick time, personal days, and a paid day for volunteerism
• Eligibility for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree