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Sr Financial Analyst III, Headcount Reporting

Company: EDWARD JONES
Location: Naperville
Posted on: June 19, 2022

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 highly skilled individual to support the future vision of the Finance division as a senior analyst focused on headcount reporting, analysis, and future state of supporting processes and systems. Responsibilities include developing and delivering comprehensive financial workforce reporting, measures and analysis aiding in accountability of firm resources. This role will also help support the development of future state processes, systems and tools to aid in effective headcount planning, reporting and analysis to inform business decisions and strategies. Collaboration with key functional stakeholders will include multiple areas of the firm including Finance, FP&A, Firm Analytics, and HR.
Education

  • Bachelor's degree in relevant field such as Management Information Systems, Accounting, Finance, or Data Analytics
  • Relevant work experience will be considered
  • MBA, advanced degree or certification is preferred
  • 2-3 years of experience in a similar role with 5-7 years a plus
    Depth of Knowledge
    • Human Resources, Business Intelligence and/or Analytics experience is preferred.
    • Financial Services industry experience is a plus.
    • Human capital management (HCM) experience is a plus.
      • 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. 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 - $130764
          Category: Headquarters

Keywords: EDWARD JONES, Naperville , Sr Financial Analyst III, Headcount Reporting, Accounting, Auditing , Naperville, Illinois

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