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Job Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.
In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.
Edward Jones is seeking a highly skilled individual to join the financial reporting team as a senior accountant II. You will work in a variety of different capacities delivering information to support monthly and annual financial reporting as well as embracing transformation as a future ready finance division. Reoccurring responsibilities include supporting the monthly close cycle, financial reporting, analysis, general ledger account reconciliations, special projects, and more.
Responsibility Summary:
- Recording, analyzing, reporting, and communicating the firm’s financial results.
- Month-end financial close, including reconciliation and analysis of general ledger accounts, documenting performance of internal controls, and assisting with the year-end audit process.
- Build, maintain, and leverage relationships to gather critical information and influence key decisions. This involves communication and coordination both within and outside the organization.
- Proactively identify efficiencies and control improvements, propose solutions to key stakeholders, and drive implementation of solutions.
- Understand financial concepts and analyze financial data. Inform and educate other business areas as to the financial impacts of potential business decisions they are responsible for making.
- Participate in and/or lead cross functional teams responsible for implementing finance business objectives and projects.
- Lead or support system design, documentation, testing, and implementation to ensure functional business area requirements are met.
- Train new Finance associates within the department, as well as key business partners within and outside the division.
- Review of financial reports, and other work performed by others.
Education
- Bachelor’s degree in related field, MBA, CPA, or advanced degree or certification is preferred
- 4+ years of relevant work experience
Depth of Knowledge
- Financial Services industry experience is a plus.
Functional/Technical Qualifications
- Strong problem-solving acumen, comfort with ambiguity, and ability to overcome challenges.
- Ability to identify opportunities for improvement in processes and implement solutions.
- Experience with General ledger and chart of accounts, PeopleSoft experience a plus.
- Ability to identify critical tasks, sequence work, prioritize, identify dependencies and decisions needed to achieve an end deliverable.
- Works efficiently both independently and in a team environment.
- Communicates complex ideas effectively to team members and business partners using verbal, written, and presentation skills.
- Experience with data analysis software and advanced Microsoft Excel, Word and PowerPoint capabilities including pivot tables, charting, formulas, and conditional formatting.
- Advanced understanding of visualization software (Tableau, FP&A tools) is a plus.
- Knowledge of SQL programming is a plus.
- 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – Edward Jones was named No. 20 on the list.
- From FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.
- 2021 Corporate Equality Index – Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.
- From The Human Rights Campaign. All Rights Reserved
- 2021 Training Top 100 list – Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.
- J.D. Power, 2021 – Edward Jones has ranked “highest in Employee Advisor Satisfaction among Financial Investment Firms” in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
- Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors’ satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.
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.
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:
Salary: $66379 – $109459
Category: Headquarters
