Edward Jones

Senior Financial Analyst III

Edward Jones$95K — $115K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting or Finance preferred, or relevant experience
  • 7+ years of relevant work experience in accounting
  • Ability to prioritize multiple tasks and adapt to changing priorities
  • Advanced financial analysis and complex financial modeling skills
  • Intermediate to advanced understanding of accounting processes and financial statements
  • Strong verbal, written, and presentation skills for influencing leadership
  • Proficiency in Microsoft Excel with advanced functionalities
  • Advanced project management skills

Responsibilities

  • Analyze accounting data and financial results to identify issues and recommend improvements
  • Execute complex accounting activities, ensuring accurate and compliant journal entries and reconciliations
  • Research and document compensation transaction flows across various systems
  • Collaborate with Payroll, HR, and Finance to resolve accounting issues and improve data quality
  • Enhance documentation for transparency and audit readiness of financial entries
  • Optimize accounting workflows to strengthen controls and increase operational efficiency
  • Provide subject matter expertise on compensation accounting and related financial reporting
  • Lead cross-functional projects and influence stakeholders at all levels

Benefits

  • Medical, dental, and vision coverage
  • Short- and long-term disability, basic life, and AD&D coverage at no cost to associates
  • 401k retirement plan
  • Health savings account and flexible spending account
  • Ten paid holidays and 15 days of vacation per year
  • Sick time, personal days, and a volunteerism paid day
  • Bonuses and profit-sharing potential
  • Employee Assistance Program available
Full Job Description
Opportunity Overview

Overview:
In this role, you will be responsible for producing accurate, complete, and well-controlled financial records that serve as the foundation for financial reporting, decision-making, and compliance requirements. You will execute core general ledger, sub-ledger accounting, and period-end close activities to ensure transactions are recorded consistently, accurately, and in accordance with accounting standards and company policies.

Leveraging your expertise in compensation accounting, payroll processes, and system-to-ledger journal entry mapping, you will research, analyze, and validate complex system-generated accounting entries. You will identify and resolve discrepancies, strengthen financial controls, and help ensure the accuracy and integrity of financial results.

What you'll do:
  • Analyzes accounting data, financial results, and reconciliation outcomes to identify issues, explain variances, validate system-generated journal entries, and recommend remediation or process improvements.
  • Executes end-to-end accounting activities for complex journal entries, accruals, and account reconciliations, applying expertise in compensation accounting, payroll processes, and system-to-ledger mappings to ensure accuracy, completeness, and compliance with accounting policies.
  • Researches, documents, and validates the end-to-end flow of compensation transactions across HR, payroll, compensation, and financial systems, resolving discrepancies and ensuring appropriate accounting treatment and financial reporting outcomes.
  • Partners cross-functionally with Payroll, HR, Compensation, Technology, and Finance teams to investigate accounting issues, assess system changes, improve data quality, and ensure accurate and controlled financial processing.
  • Enhances schedules, reconciliations, trackers, and supporting documentation to improve transparency, audit readiness, issue identification, and traceability of complex system-generated entries.
  • Optimizes recurring close and compensation accounting workflows by strengthening controls, streamlining processes, improving review quality, and identifying opportunities for automation and operational efficiency.
  • Provides subject matter expertise and support for broader department related to compensation accounting, payroll-related financial reporting, audits, control activities, and special projects, helping drive consistent application of accounting standards and firm policies.
  • Lead cross functional projects and influence stakeholders at all organizational levels


Position Requirements

What you'll need:
  • Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience).
  • 7+ years of relevant work experience.
  • Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
  • Advanced financial analysis, forecasting, and complex financial modeling skills, such as sensitivity analysis incorporating multiple variables and financial analysis of business decision alternatives
  • Works effectively both independently and in a team environment
  • Intermediate to advanced understanding of accounting processes and financial statements required
  • Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills
  • Ability to summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership
  • Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
  • Advanced project management skills
What could set you apart:
  • CPA/International country equivalent or MBA preferred.
  • Industry and best practice research skills preferred
  • Proficiency using PeopleSoft Financials is a plus
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 four days per week.

Salary Information

Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

About Edward Jones

Edward Jones provides investment advisory and management services to individual investors. It also offers wealth management, retirement and college savings plans, insurance, and advisory services.

Edward Jones Careers

Join the thriving team at Edward Jones and be part of a company renowned for its commitment to professional growth and innovation. As a leader in the financial services industry, Edward Jones offers unparalleled job opportunities that empower you to shape your future and foster a culture of leadership and diversity.

Opportunities Await

At Edward Jones, we are constantly expanding our team with roles that challenge and reward our employees. Explore a range of positions that suit your skills and career ambitions, from entry-level to senior leadership roles. Whether you're looking for a full-time position or an internship, Edward Jones provides a platform for growth and learning.

Innovate and Lead

Step into a role at Edward Jones and join a culture steeped in innovation and leadership. Our professionals are at the forefront of developing new strategies for financial management, helping to drive the company forward while maintaining our commitment to client-centric solutions.

Grow With Us

Career growth is not just a possibility at Edward Jones—it is a promise. We are dedicated to your professional development through comprehensive training programs, leadership workshops, and continuous learning opportunities. Our commitment to your growth is matched by our dedication to diversity and inclusion, ensuring all team members have the opportunity to thrive.

Benefits and Culture

Edward Jones is committed to offering a supportive work environment where every team member feels valued. Enjoy competitive benefits, including health, retirement plans, and family-friendly policies that make balancing your professional and personal life easier. Our culture promotes teamwork, respect, and integrity, all foundational to our business ethos.

Join Our Team

Are you ready to take the next step in your career? Edward Jones is hiring! We are looking for passionate, curious, and driven individuals to join our team. Bring your unique skills and perspective, and help us continue to offer top-tier financial solutions to our clients.

Networking and Professional Development

Networking at Edward Jones goes beyond connecting with colleagues; it involves engaging with a broad community of professionals dedicated to financial excellence and client service. Enhance your career through our robust networking channels and gain insights that can propel you to new heights.

Prepare for Your Future

Starting your career at Edward Jones is made smoother with resources like resume tips, interview coaching, and job matching based on your skills and interests. Personalize your job search with our tailored career advice and discover how Edward Jones can be the key to your professional success.

Stay Connected

Keep up to date with the latest from Edward Jones Careers by subscribing to our job alert emails. Receive personalized updates that match your career interests and get ahead with insider tips and industry-leading insights.

Explore Edward Jones Jobs

Search open positions that align with your career goals at Edward Jones. We look for individuals who are solution-driven, creative, and eager to take on challenges. Explore the opportunities and find out how you can contribute to our team’s success.

Edward Jones: A Place Where Careers Flourish

At Edward Jones, your career is our priority. Join us and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Your journey to professional excellence starts here.
Learn more about Edward Jones
Size
50,000 employees
Industry
Founded
1997

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