Edward Jones · 1 day ago
Senior FP&A Analyst - Emerging Business Segments
St Louis, MO
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $204K/yr
5+ years expEdward Jones is a Fortune 500 financial services firm focused on serving clients and fostering a collaborative work environment. The Senior FP&A Analyst will provide financial insights and support strategic decision-making for emerging business segments by delivering financial reporting, forecasting, and analysis.
AdviceConsultingFinanceFinancial ServicesInsuranceWealth Management
Responsibilities
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
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
Qualification
Required
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
Preferred
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
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
Tax-advantaged accounts: health savings account, and flexible spending account
Ten paid holidays
15 days of vacation for new associates beginning on January 1 of each year
Sick time
Personal days
Paid day for volunteerism
Bonuses and profit sharing
Employee Assistance Program
Company
Edward Jones
Edward Jones provides personalized investment advisory, brokerage, and management services.
10001+ employees
H1B Sponsorship
Edward Jones has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (2)
2021 (6)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$406.77M2025-09-25Undisclosed· $12.95M
2025-01-14Undisclosed· $56.31M
2024-04-11Undisclosed· $10.6M
Leadership Team
Dave Scheffer
Director of Operations
Dr. Laura Lurati
Director of Data Science
Recent News
bloomberglaw.com
2025-12-20
2025-12-20
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