Financial Planning & Analysis Analyst III - Finance
Edward Jones • Full Time
Posted on Thu, Jul 16, 2026
The Financial Planning & Analysis area is seeking a highly skilled and highly motivated FP&A Analyst III to support our firm and segment financial planning and analysis team. We are responsible for enabling firm and segment level decision making, providing insightful and action oriented financial analysis, evolving financial planning processes, as well as applying best practices and new perspectives to solve complex problems.
This role will be part of a team that supports annual and ad hoc firm and segment area planning, including core business segment planning, reporting, and analysis, as well as financial planning and forecasting for the firm's cash, lending, and advisory revenue streams. The team implements and executes driver-based forecasting and collaborates across the firm to support strategies to reach short and long-term objectives. The successful candidate will be a self-starter who partners well in a collaborative manner to support our Finance and business area stakeholders' ability to make timely financial decisions while championing financial stewardship.
What You'll Do:
- Develop an internal network of relationships across Finance and supported business areas to act as a trusted partner for stakeholders to rely on.
- Advanced analysis skills, forecasting/outlooking, and complex modeling. Ability to understand and identify opportunities to apply different types of statistics and advanced analytical concepts.
- Support financial planning and forecasting for the firm's cash, lending, and advisory revenue streams, translating business drivers and performance trends into actionable financial insights.
- Support core business segment planning, reporting, and analysis by developing insights that help business leaders understand performance, identify trends, and evaluate opportunities.
- Develops high impact analysis that facilitates the transformation of complex data/information into actionable insights and recommendations.
- Inform and educate business areas as to the financial impact of decisions, as well as recommending an optimal or preferred solution to influence strategic direction.
- Develop segment and Firm-level measurements to create awareness of and accountability for results.
- Prepare customized management-level reports and dashboards in support of the Firm's initiatives or programs.
- Summarize complex information and concepts and clearly communicate up to Senior Management
- Verbal and written presentation of analysis, as well as presentation of firm financial information and analytical insights to senior Firm leaders. Educate firm leaders on analytical concepts and best practices.
- Develop and manage business relationships with Finance associates, project team members and senior leaders across the organization. Participate in and lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives.
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.
Company Description
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 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 Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Awards and Accolades
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: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
What Experience You'll Need:
- Bachelor's degree in a related field
- Advanced Degree (MBA / MSF) / Comparable Certifications (CFA, CPA, etc.) required
- 5+ years of relevant work experience, including prior experience in a Financial Planning & Analysis function.
- Demonstrated ability to develop financial/economic models using a driver-based methodology
- Proven ability to work with stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions.
- Excellent ability to analyze problems and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner.
- Capability to connect the dots to ensure processes are integrated.
- Experience operating in ambiguous situations, creating processes enhancements that address short term needs while moving us closer to a longer-term vision
- Identify trends and present recommendations to Senior Leadership in order to influence decision making
- Ability to plan and organize efficiently and effectively
- Sound ability to collaborate well with associates and leadership throughout the firm, including external vendors.
- Exceptional written and verbal communication
- Advanced knowledge of Microsoft Office suite (Word, Excel, PowerPoint) required, including demonstrated ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting.
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.