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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 10-Nov-2025. The posting may close early due to the volume of applicants.

Overview:

The Firm and Segment Financial Planning & Analysis (FP&A) team provides the organization's financial insight capabilities by delivering high-impact, consolidated management reporting (e.g. MBRs and QBRs) and providing strategic decision support to Business Segment Leaders (BSLs).

In close partnership with BSLs, the team will drive the planning and forecasting of financial performance at both the segment and enterprise levels, ensuring alignment with the firm's economic balance objectives.

This Senior FP&A Analyst will partner with relevant stakeholders across the Segment, Finance, and other functional areas to:

+ Deliver monthly segment financial reporting, including scorecards and segment P&Ls

+ Produce forward-looking plans and forecasts of segment financials

+ Perform ad-hoc analyses and support business cases for emerging segment strategies

+ Manage segment budget, track spending, and support the segment through continuous planning

+ Deliver impactful recommendations that inform segment strategy

What you'll do:

+ Lead, support, and enhance segment financial and metric reporting packages (in partnership with Management Reporting) to be shared with senior leadership on a recurring basis as part of existing performance cadences. Analyze and explain trends to facilitate discussions and support business decisions.

+ Lead, support, and enhance the management of segment expense budget, leveraging data and insights to produce reporting, summaries, and recommendations to improve performance, manage trade-offs, and prioritize investments in partnership with segment stakeholders.

+ Lead, improve, and perform ad hoc financial modeling and analyses to understand and articulate the financial impact of emerging business strategies. Manage multiple deliverables with multiple stakeholders simultaneously. Apply a wide variety of analytical techniques, visualizations, repeatable processes, peer reviews, and communication techniques to ensure a high quality and actionable output.

+ 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.

+ Partner with relevant stakeholders to develop and deliver KPIs, financial drivers, and dashboards that provide insights to improve performance and complement existing reporting infrastructure.

+ Partner with relevant stakeholders to develop forward-looking plans and forecasts of segment financial results that integrate into existing enterprise planning and forecasting processes.

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

+ Develop a trusted and diverse network of relationships in and beyond current function, has existing trust-based relationships, and has a network to rely on.

+ Participate in and regularly lead cross-functional teams

+ Mentor associates and provide informal people leadership

+ Contribute materially to team strategy and vision setting

+ Proactively develop self, demonstrating progress across the "what" and "how" of the role. Set 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 (https://secure.edwardjonesbenefits.com/fleet/public/index/f914262d-0362-4682-bd1e-0ccd25f1dfb1) .

**Hiring Minimum:** $117000

**Hiring Maximum:** $199300

Read More About Job Overview

Skills/Requirements

This is an exciting opportunity to support an emerging business segment, 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 to deliver data-driven insights to inform segment strategy. We are looking for a self-starter who has demonstrated the ability to partner with the business and drive results. Please note that we will be hiring 2 Senior Analysts into this role to support the emerging segments of High Net Worth and New to Wealth.

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 (https://careers.edwardjones.com/blog/?\_sft\_category=awards-accolades)

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (https://careers.edwardjones.com/en-CA/blogs/?\_sft\_category=awards-accolades-en-ca)

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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 (https://careers.edwardjones.com/blog/edward-jones-releases-annual-purpose-inclusion-and-citizenship-report/?codes=DIRECT&utm\_source=DIRECT) .

•Fortune 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.

\#LI-HO