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Edward Jones · 1 day ago

Senior Analyst - Branch Compensation

Tempe, AZ

Full-time

Hybrid

Mid, Senior Level

$86K/yr - $147K/yr

3+ years exp

Edward Jones is a Fortune 500 financial services firm where people come first. The Senior Analyst - Branch Compensation will be responsible for the timely and accurate payment of Financial Advisor compensation, collaborating with the team to ensure processes are completed efficiently, and providing excellent customer service to financial advisors.

AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management

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

AccountingFinanceAdvanced ExcelSQLTableauPower BIPeopleSoft FinancialsCustomer ServiceCollaborationProblem Solving

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