Job Opening for Team Leader – Technology Financial Planning & Analysis in EDWARD JONES (Saint Charles, MO 63302)



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Job Category : Business
Company Name: EDWARD JONES
Position Name: Team Leader – Technology Financial Planning & Analysis
Location : Saint Charles, MO 63302
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.
This role contributes to Digital’s success by leading timely, convincing, relevant, and strategic financial information and services. This people-leader role leads a team to support divisional leadership through the annual budgeting and strategic planning process with ongoing accurate financial forecasting and analysis of strategic initiatives. Responsibilities include supporting your team to elevate existing processes and tools to meet the needs of future. Establishing cross-functional partnership and fostering sound business decisions through fact and financial based information. This role participates in the day-to-day needs of Leadership in the Digital organization. In addition, this role will be responsible for leading divisional initiatives around reporting, key performance metrics, and analysis to drive better alignment of financials for senior leadership. This position may include advanced enterprise-wide special projects, duties and initiatives as assigned. Models and acts in accordance with EJ’s guiding values and mission.

Responsibility Summary:
Identifies and communicates key responsibilities and practices to ensure the team promotes a successful attitude, confidence in leadership, and teamwork to achieve business results
Challenges and inspires employees to achieve business results
Ensures employees adhere to legal and operational compliance requirements
Oversees training and development of employees directly and indirectly managed and makes effective staffing decisions
Conducts and ensures the completion of performance reviews
Provides coaching, direction and leadership support to employees in order to achieve department, firm and customer results
Establishes and maintains visibility within the department
Monitors operational statistics, reports trends, variances and issues, and takes appropriate action
Manage divisional FP&A team through development of strategic plans, annual budget, and growth initiatives in collaboration with divisional partners
Acts as the financial thought-leader and initiative driver
Drives accurate and accountable financial forecasts and investment prioritization to track intra-year performance and contribute to the Digital’s performance; performs standard and special analyses that provide insightful views into the Division’s operations and financial performance, including identifying finding, evaluating, and reporting on initiatives, as well as, risks and opportunities to the firm’s goals and commitments
Support budget continuous process and systems improvement efforts
Manage the monthly operational review to understand and explain variances, update projections as needed, and communicate findings to the divisional leadership
Accountable for monthly reporting
Accountable for monthly working plan accuracy
Provides leadership and direction to the team
Accountable for the performance and results of a strategic financial discipline
Develop trusted consulting relationship with divisional leaders
Business case development and support including post implementation analysis
Recognizes and solves complex business problems through financial analyses
Decisions are guided by policies, procedures and business plan, receives guidance from Organizational GP
Provides technical guidance to employees, colleagues and/or customers
5-10 years of financial planning and analysis experience in Accounting/Finance
Bachelor’s Degree in Finance, Business, Accounting, or similar
2+ years of prior Leadership experience
Experience with IT or Supply Chain finance
Experience with Apptio preferred
PeopleSoft Financial, Clarity, or PPM experience a plus
MBA or similar certification Proven success executing a corporate-wide budget cycle
Demonstrated ability to identify, analyze and objectively solve problems using sound judgment
Excellent written and verbal communication skills and experience interfacing with Board of Directors and senior management professionals
Ability to effectively handle multiple competing priorities and deadlines under pressure
Demonstrated effective leadership, supervising and interpersonal skills to instruct or assign work to others, motivate and coach, and evaluate work performance
Advanced PC experience working with Microsoft Word, Excel and PowerPoint. Experience with PeopleSoft and/or equivalent planning and ERP systems
Demonstrated project management skills
Financial industry experience 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 Reserved
2021 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 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. Visit our career site 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: $106916 – $182047
Category: Headquarters

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