Strategy Analyst III – Finance

Edward Jones

2d

About The Position

The Strategy Analyst III works in the Partnership Strategy & Accounting Area within the Finance Division. The team collaborates across the firm to design and deliver partnership models that support the firm's goal of helping financial advisors start, grow, optimize, and pass on a practice. It partners with financial advisors, outside advisors, and firm stakeholders to build projections, develop educational materials, and meet with partners.

This role builds compensation models, analyzes partner affiliation models, and meets with Financial Advisors to share insights. It develops user-facing modeling tools and resources to help Financial Advisors make business decisions based on economic projections. The role may also support projects with digital product teams to develop affiliation models, practice valuation models, and compensation modeling tools.

Candidates living within a commutable distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.

Requirements

• Bachelor's degree with an emphasis in a business discipline such as accounting, finance, economics, data science, or analytics, or relevant work experience.
• At least 7 years of relevant work experience.
• Strong financial analysis, forecasting, and financial modeling skills.
• Ability to prioritize and execute multiple tasks or projects and independently adjust to changing priorities.
• Ability to translate business strategy into business requirements.
• Advanced Microsoft Excel, Word, and PowerPoint skills, including the ability to use pivot tables and advanced formulas.
• Basic understanding of accounting processes and financial statements.
• Ability to summarize financial information and concepts and communicate them clearly to senior leadership.
• Ability to work effectively both independently and in a team environment.
• Ability to influence associates and leaders up to the senior leader level using verbal, written, and presentation skills.

Nice To Haves

• CPA license.
• Working understanding of agile product management.
• Proficiency with business intelligence tools such as Power BI or PowerQuery.

Responsibilities

• Create compensation modeling tools and resources, and analyze complex information to produce actionable insights, including advanced financial analysis, forecasting, and financial modeling.
• Present modeling and analysis frequently to partner Financial Advisors through verbal, visual, and written communication.
• Serve as a partnership subject matter expert and collaborate with others to conceptualize and recommend solutions that enable firm policies and strategies.
• Collaborate with Product Teams on the design, development, and implementation of enablement and educational solutions.
• Improve existing processes, controls, and tools to meet changing organizational needs and increasing complexity.
• Identify opportunities with moderate to broad impact and visibility, propose solutions to relevant parties, and drive their implementation.
• Potentially contribute to digital product projects developing affiliation models, practice valuation models, and compensation modeling tools.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
• Short- and long-term disability coverage at no cost to associates
• Basic life and basic AD&D coverage at no cost to associates
• 401(k) retirement plan
• Health savings account
• Flexible spending account
• Ten paid holidays
• 15 days of vacation for new associates beginning January 1 of each year
• Sick time
• Personal days
• Paid day for volunteerism
• Associates may be eligible for bonuses and profit sharing
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Senior