Team Leader - Technology Financial Planning & Analysis

Innovate here. And see your ideas come to life.

It's an exciting time to work in tech at Edward Jones. We are making massive investments in emerging technologies to improve how we work with our clients and with each other. Relationships are the focus of our business model. And working in Technology here means using your skills to build, deliver and maintain the technologies that enable us to deepen and support those relationships. The best part? We develop and create our own industry-leading solutions internally. And you can be a part of it. Working with emerging new technologies. Creating platforms, programs and experiences that change how we work together - and support our client-first focus. Changing the future of our firm, the industry and the advisor-client relationship. **

Job Overview**

Position Schedule: Full-Time **

Team Overview**

You may be surprised to know that Edward Jones employs thousands of technical resources - all focused on creating world-class experiences for our clients and branch offices. If you've considered Edward Jones in the past, it's time to take another look. We are in middle of digital transformation by embracing a modern, cloud-based architecture and are looking for exceptional individuals that want to be a part of that future.

We've invested millions of dollars into new technology platforms to help improve what matters most in our industry, client experience. We're currently implementing a modern, cloud-based architecture and are looking for talented, and motived professionals that want to be part of providing the best client experience and financial resources possible. **

What You'll Do**

The Digital Planning & Insights department supports the Digital and Data divisions with strategic and operational financial planning, monthly forecasting, portfolio management, and delivery of relevant management reporting and insights.

We are looking for an experienced Team Leader to guide and lead the annual financial planning cycle and support overall technology business management. As the Team Leader, you will oversee a team of portfolio management analysts and own the annual budgeting and monthly forecasting processes and support analysis of strategic initiatives.

Here are a few of the key responsibilities you will be a part of :

• Inspire, grow, and manage a newer FP&A team and organization's priorities to deliver business results, achieve its goals, and development potential
• Oversees training and development of employees directly and makes effective staffing decisions
• Proactively manage the expectations of leadership team and key stakeholders
• Collaborate and partner with Digital Shared and Enabling Services teams, Divisional Department Leads and Directors to manage and influence the accuracy of divisional financial forecasts
• Partnering with Finance and others to improve policies and processes
• Accountable for team in preparation of monthly reviews of operations and financial performance, including identifying finding, evaluating, reporting, and communicating findings to divisional leadership
• Preparing presentations for Senior/Executive leadership
• Monitors operational expense trends, variances, and issues, and takes appropriate action
• Recognizes and solves complex business problems through financial and business process analyses
• Decisions are guided by policies, procedures, and business plan, receives guidance from organizational leadership
• Provides technical financial education and guidance to employees, colleagues and/or internal customers

Benefits

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:

Hiring Minimum: $113810

Hiring Maximum: $193785 **

Skills/Requirements**

What Experience you'll need :

• Bachelor's Degree and/or equivalent experience
• 7+ years of financial planning and analysis experience, including :
  • 3+ years of people leadership experience with demonstrated effective leadership, supervising and interpersonal skills to instruct or assign work to others, motivate, and coach, and evaluate work performance
  • Advanced experience with Microsoft Word, Excel and PowerPoint.

What Could Set You Apart

• 3+ years of financial planning for Technology organizations
• Experience with ApptioOne software
• 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 a preference for Tuesday through Thursday.***

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

Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones **

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 8 million clients and 19,000 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.

1Fortune 500, published June 2023, data as of December 2022. 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.