What are the responsibilities and job description for the Financial Analyst (PMO Portfolio Analyst) position at EDWARD JONES?
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.
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.
Team Overview:
The Portfolio Analyst will join the Digital Governance & Analytics area to support the IT Financial Planning & Analysis function which consists of a dynamic, distributed team of techno-functional professionals across Finance and Digital Divisions. Digital Governance & Analytics facilitates the coordination of large-scale programs and assists with removing and escalating cross-project and cross-team roadblocks impacting the portfolio deliverables.
This position will require you to interact and collaborate with Directors and Sr. Directors from various Technology functional areas and coordinate with Finance leadership and other members of the Finance team to evolve our system and processes for Technology Business Management. This position operates in a rapidly changing environment and requires a self-starter with excellent time management and adaptability. The candidate should also demonstrate strong analytical and problem-solving skills with attention to reporting accuracy and detail.
What You'll Do:Support core technology & financial processes for the organization including Annual Expense Planning and Lean Portfolio Management.
Inform other Technology business areas as to the financial impact of potential business decisions they are responsible for making.
Prepare, summarize, and present digital financial reports and analysis. Identify trends and present recommendations to Senior Leadership to influence decision making.
Contributes to Agile Transformation Agenda. Includes ability to operate in ambiguous situations, create process enhancements that address short term needs while moving us closer to long-term vision.
Collaborate with Technology business partners to ensure accurate and timely forecast submissions.
Manage the preparation of budget reports and analyses for presentation to Leadership during the budget review and approval process.
Prepare, track and report burn rate against budget to Technology Leadership
Contribute to the process that evaluates IT products, services and vendors to determine improvement or replacement.
Proactively identify high risk issues and assist in implementing solutions.
Support system design, documentation, testing, and implementation to ensure functional business area requirements are met.
Analyze, document, and monitor business processes. Identify and implement process and control improvements where needed.
Perform financial modeling as assigned.
Participate as needed with overall PMO support activities which may include planning, scoping, analysis, presentation, and coordinating financial approvals. This includes leading financial analyses, ROI and investment analysis for Technology portfolio.
Maintain full compliance with financial controls and SOX reporting requirements.
The Portfolio Analyst will join the Digital Governance & Analytics area to support the IT Financial Planning & Analysis function which consists of a dynamic, distributed team of techno-functional professionals across Finance and Digital Divisions. Digital Governance & Analytics facilitates the coordination of large-scale programs and assists with removing and escalating cross-project and cross-team roadblocks impacting the portfolio deliverables.
This position will require you to interact and collaborate with Directors and Sr. Directors from various Technology functional areas and coordinate with Finance leadership and other members of the Finance team to evolve our system and processes for Technology Business Management. This position operates in a rapidly changing environment and requires a self-starter with excellent time management and adaptability. The candidate should also demonstrate strong analytical and problem-solving skills with attention to reporting accuracy and detail.
What You'll Do:
Qualifications:
What Experience You'll Need:Bachelor’s degree in Finance, Accounting, Economics, Business, Engineering and/or similar discipline with analytical bias. CPA or MBA highly valued.
4 years of relevant work experience in technology business management, finance, accounting or related field is preferred.
Proven analytical, planning, and organizational skills with an ability to manage competing demands.
Proven knowledge and understanding of business needs with the ability to establish/maintain high level of trust and confidence.
Superior proficiency with Excel & complex financial modeling required (macros, index, conditional list, arrays, pivots, lookups).
Strong proficiency in PowerPoint and experience in developing executive materials with high-level of attention to detail and accuracy.
What Experience You'll Need:
What Could Set You Apart:
- Self-starter with the ability to manage tight deadlines, prioritize workload and achieve effective results in a fast-paced and ambiguous environment
- Strong interpersonal, excellent verbal and written communication skills
- Strong project management skills including the ability to manage priorities and workflow
- Exposure to Technology Business Management (TBM) taxonomy, PeopleSoft Financials, Apptio and/or Tableau 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. [ Link removed ] - Click here to apply to Financial Analyst (PMO Portfolio Analyst) 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: $76798 - $130764
Category: Headquarters
Recommended Skills
- Financial Modeling
- Corporate Finance
- Financial Statement Analysis
- Private Equity
- Financial Institution
- Investments
Salary : $76,798 - $130,764
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