Overview
On Site
USD 70,659.00 - 116,516.00 per year
Full Time
Skills
FP&A
Collaboration
Technical Support
Microsoft Office
Business systems
Financial services
IT infrastructure
Customer experience
Financial planning
Strategy
Decision-making
Business process
User stories
Test scripts
Change management
IT strategy
Data Analysis
Impact analysis
System administration
Business cases
Finance
FOCUS
IMPACT
Partnership
Data
Cloud computing
Value engineering
Planning
Budget
Management
Reporting
Forecasting
Modeling
Roadmaps
Sprint
Communication
Leadership
ROOT
Reconciliation
Training
Mentorship
Accounting
SaaS
Agile
JIRA
Prototyping
Presentations
Marketing operations
SAP BASIS
Law
Job Details
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 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 .
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
In 2022, Edward Jones invested $ 1 billion in technology infrastructure, digital initiatives, and virtual business enablement tools. We're currently in the test-and-learn phase and are looking for talented, motivated professionals, that want to be part of this transformational journey. Cloud-based architecture and modern technical capabilities will enable us to grow our impact while providing the best client experience possible.
You may be surprised to know that Edward Jones employs hundreds of software developers - 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 embracing a modern, cloud-based architecture and are looking for exceptional individuals who want to be a part of that future.
The Financial Planning & Analysis product team is responsible for delivering a world-class digital FP&A technology that supports the firm's financial health through planning and budgeting, integrated financial planning, management and performance reporting, and forecasting and modeling. As a business system analyst on this team, you would be focused on ensuring the monthly forecasting cycle executes as expected and that any changes that occur within the firm are systematically represented within OneStream. With OneStream recently going live in 2023 and still maturing, there is still a tremendous amount of new functionality and capabilities on the roadmap for this team to implement.
What you'll do
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:
Check out our Canadian awards and accolades: 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. 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: $70659 - $116516
Category: Headquarters
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 .
1Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating.
In 2022, Edward Jones invested $ 1 billion in technology infrastructure, digital initiatives, and virtual business enablement tools. We're currently in the test-and-learn phase and are looking for talented, motivated professionals, that want to be part of this transformational journey. Cloud-based architecture and modern technical capabilities will enable us to grow our impact while providing the best client experience possible.
You may be surprised to know that Edward Jones employs hundreds of software developers - 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 embracing a modern, cloud-based architecture and are looking for exceptional individuals who want to be a part of that future.
The Financial Planning & Analysis product team is responsible for delivering a world-class digital FP&A technology that supports the firm's financial health through planning and budgeting, integrated financial planning, management and performance reporting, and forecasting and modeling. As a business system analyst on this team, you would be focused on ensuring the monthly forecasting cycle executes as expected and that any changes that occur within the firm are systematically represented within OneStream. With OneStream recently going live in 2023 and still maturing, there is still a tremendous amount of new functionality and capabilities on the roadmap for this team to implement.
What you'll do
- Work in partnership with the product owner to understand the needs of business strategy leaders and internal users, providing insight relevant to decision-making with the development team to maintain, enhance, or integrate firm financial planning and analysis systems and data.
- Build and support one or more highly complex business processes, striving to continuously improve these processes in benefit of the system user.
- Create and refine user stories and develop test strategies/test scripts from acceptance criteria to enable successful sprint execution, as a member of the product team working cross-functionally.
- Generate communication, process, and educational plans to mitigate the disruption of change.
- Contribute to formal change management efforts to prepare customers and stakeholders for change. The digital product analyst may lead the internal change efforts for small initiatives or work collaboratively with formal project leaders for larger, more complex, changes.
- Support the delivery of incremental and continuous value to the end users and ensure the final implementation of features and capabilities delivers the expected user value.
- Understand technical strategy and system integrations, communicating risk to business processes and cross-functional impact of change as part of product or portfolio planning and execution.
- Conduct meaningful descriptive data analysis to inform business decisions. Primarily by performing root cause, impact analysis, scenario analysis, and operational and performance report creation.
- Provide post-implementation support, including configuration updates and system administration.
- Configure security and perform access reconciliation reviews.
- Take a team-first approach to continue to mature the cross-functional capabilities of the team through training/mentoring.
- Bachelor's degree is required with emphasis in Finance/Accounting or STEM related field (or relevant work experience)
- 2+ years of experience designing and implementing functional systems and data.
- Experience with FP&A digital software as a service (SaaS) Products, like OneStream, required
- Strong knowledge of accounting/finance concepts, practices, and procedures, with emphasis on processes supporting Financial Planning, Investment Decision Making, and Business Case Creation.
- Advanced knowledge of standard business system analyst principles and practices
- Experience with agile teams preferred.
- Experience with JIRA preferred.
- Advanced knowledge of Microsoft Office tools to provide working system prototypes and scenario modeling.
- Ability to effectively communicate with leaders using verbal, written, and presentation skills.
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:
Check out our Canadian awards and accolades: 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. 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: $70659 - $116516
Category: Headquarters