Edward Jones ยท 1 month ago
Senior Analyst - Branch Compensation
Edward Jones is a financial services firm that values contributions from its associates. The Senior Analyst - Branch Compensation role involves administering compensation programs for Financial Advisors, ensuring accurate calculations and timely payments, while driving process improvements and providing customer service to advisors.
DentalHealth CareMedical Device
Responsibilities
Administer multiple commission, bonus, and other incentive compensation programs ensuring complete, accurate, and timely calculations for 19,000+ Financial Advisors across US and Canada
Develop and execute internal controls required for accurate calculation and payment of incentive compensation
Identify gaps and opportunities for improvement of processes. Drive process improvements and efficiencies while being able to meet monthly close schedules
Maintain and execute overall training program for the department on incentive compensation processes. Identify and address gaps in training
Provide excellent customer service to financial advisors, while ensuring team service goals are met. Resolve complex inquiries in respects to incentive compensation
Develop and present business insights to senior leadership, providing recommendations through analyzing large volumes of data or transactions of high dollar amounts
Prepare and reconcile incentive compensation reports on a monthly basis from multiple different sources and systems. Investigate and resolve differences
Collaborate with Compensation Analysts to ensure accurate and timely accounting entries and financial reporting of incentive programs
Operate with minimal supervision on projects with significant interface across the department
Qualification
Required
Bachelor's degree
Minimum of 3 years related experience in accounting, finance or related field
Ability to work with others to accomplish tasks within specific deadlines and ability to lead cross-functional initiatives
Proficiency with Microsoft Office is required, including advanced Excel skills
Preferred
Master's degree
6+ years of related experience in accounting, finance or related field
Experience with SQL, Tableau, Power BI or other data visualization tools
Working knowledge of PeopleSoft Financials
Candidates that live within 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
Benefits
Medical and prescription drug
Dental
Vision
Voluntary benefits (such as accident, hospital indemnity, and critical illness)
Short- and long-term disability
Basic life
Basic AD&D coverage
401k retirement plan
Health savings account
Flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
A paid day for volunteerism
Bonuses
Profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones
Funding
Current Stage
Early StageCompany data provided by crunchbase