Overview
On Site
See Job Descrption
Full Time
Skills
FP&A
Collaboration
Technical Support
Microsoft Office
Business systems
Emerging technologies
Business model
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
Financial services
Investments
FOCUS
Leadership
Cloud computing
IMPACT
Value engineering
Finance
Planning
Budget
Management
Reporting
Forecasting
Modeling
Roadmaps
Data
Sprint
Communication
ROOT
Reconciliation
Training
Mentorship
Recruiting
Accounting
SaaS
Agile
JIRA
Prototyping
Presentations
Marketing operations
Partnership
SAP BASIS
Law
Job Details
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
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 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:
Hiring Minimum: $ 70659
Hiring Maximum: $ 116516
Skills/Requirements
What You'll Need
"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, w e 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:
About Us
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 .
1 Fortune 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.
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
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.
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:
Hiring Minimum: $ 70659
Hiring Maximum: $ 116516
Skills/Requirements
What You'll Need
- 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.
"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, w e 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:
About Us
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 .
1 Fortune 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.