Senior Financial Planning & Analysis Analyst - Finance

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus : serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule : Full-Time

This job posting is anticipated to remain open for 30 days, from 17-Oct-2025. The posting may close early due to the volume of applicants.

Overview :

The Financial Planning & Analysis (FP&A)-Market Management team is responsible for partnering with top-level leaders of Edward Jones's 15,000+ branch system (market leaders, division leaders, and Market Management leadership and teams) to drive strong field financial performance through robust financial analysis, insights, reporting, and plans. We are responsible for enabling decision making, evolving financial planning processes, and providing insightful and action-oriented financial reporting and analysis in partnership with our key stakeholders.

What you'll do :

Leads, supports, and improves market annual and multi-year planning processes (in partnership with Market Management) by gathering and validating data, analyzing actual and forecasted results, and communicating with all levels of leadership.

Leads, improves, and performs ad hoc financial modeling and analysis to understand and articulate the financial impact of business decisions. Manages multiple deliverables with multiple stakeholders simultaneously. Applies a wide variety of analytical techniques, visualizations, repeatable processes, peer reviews, and communication techniques to ensure a high quality and actionable end product.

Leads, develops, and performs high impact analysis, with a focus on delivering value-added, action-oriented recommendations in partnership with key stakeholders. Strong ability to translate information, trends, and data into high-value, actionable insights for senior leadership and business partners, develop and refine new analyses in response to business needs, and bring expertise on emerging trends.

Proven ability to lead, improve, and deliver actionable analysis and recommendations that combine internal and external data and root cause analysis to improve performance, minimize risk, lower costs, improve investment decisions, and / or capitalize on new opportunities.

Partners with relevant stakeholders to develop and deliver KPIs, financial drivers, and dashboards that provide insights to improve performance and complement existing reporting infrastructure. Deliver model updates, assumption refinement, and quantitative analysis improvements that integrate into existing planning and forecasting processes.

Develops, prepares, and enhances market financial and metric reporting packages to be shared with senior leadership on a recurring basis as part of existing performance cadences. Analyzes and explains trends to facilitate discussions and support business decisions. Leverages management reporting, summaries, and recommendations to improve performance, manage trade-offs, and prioritize investments in partnership with Market Management.

Effectively communicates analysis recommendations to team, peers, and leaders. Packages complex analysis materials into easily digestible materials, PowerPoints, and narratives with a clear story. Can simplify complex analysis artifacts for executive consumption and also guide / teach teams to do the same.

Develops a trusted and diverse network of relationships in and beyond current function, has existing trust-based relationships, and has a network to rely on. Occasionally manages external relationships.

Participates in and regularly leads cross-functional teams

Mentors associates and provides informal people leadership

Contributes materially to team strategy and vision setting.

Proactively develops self, demonstrating progress across the "what" and "how" of the role. Sets the example for more junior and peer analysts.

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts : health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page () .

Hiring Minimum : $117000

Hiring Maximum : $199300

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Skills / Requirements

The Senior FP&A Analyst will partner with relevant stakeholders across Market Management, Finance, Digital, Firm Analytics, and other areas to :

Deliver analysis, insights, and reporting that drive decisions resulting in improved business and financial performance

Build, monitor, and coach to market financial plans

Identify and conduct ad hoc analyses around targeted financial opportunities and risks

Deliver impactful recommendations that move our business forward

Build relationships across the firm and partner with senior leaders

This is an exciting opportunity to build out a new team within the FP&A function, requiring the Senior FP&A Analyst to bring their strategic thinking and entrepreneurial mindset to help shape the outputs, processes, data / reporting infrastructure, and relationships with stakeholders in order to drive value across the market performance ecosystem. We are looking for a self-starter who has demonstrated the ability to partner with the business and drive results.

What you will need :

5-8 years of experience

Bachelor's degree in Business, Accounting, Finance, Economics, Analytics, or Data Science

Ability to conduct complex financial analyses, forecasts, and general modeling

Ability to operate autonomously and demonstrate entrepreneurial mindset, taking ownership of work, proactively identifying opportunities for improvement, and driving workstreams from initiation to completion

Strong written and verbal communication skills; ability to influence senior leaders and peers

What can set you apart :

Financial Services Industry Experience

Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.)

FP&A and / or Finance Experience

Experience with SQL, Tableau, Power BI or other data visualization tools considered a plus

Working knowledge of PeopleSoft Financials, OneStream, or another financial planning tool also a plus

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.

Current INTERNAL home-based associates : While this role is posted as hybrid, if selected and accepted, you may retain your home-based status . Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.

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Awards & Accolades

At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.

Check out our U.S. awards and accolades : Insights & Information Blog Postings about Edward Jones ()

Check out our Canadian awards and accolades : Insights & Information Blog Postings about Edward Jones ()

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About Us

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ 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.

View our Purpose, Inclusion and Citizenship Report () .

¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

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.

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