Analyst - Expenditure Management

This job posting is anticipated to remain open for 30 days, from 09-Sep-2026. The posting may close early due to the volume of applicants.

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.

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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.

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¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.

Expenditure Management is seeking a highly skilled and motivated analyst to support our firm's branch expense functions. Our department is responsible for enabling the timely and accurate payment and allocation of expenses in alignment with firm expense policy and established accounting principles.

This role will be part of a close-knit team that works collaboratively to meet the demands of our deadline driven work. The team works in partnership with internal stakeholders, external banking partners, as well as suppliers to provide effective expense solutions for the firm. We have built and maintain many trusted relationships and are known as a team capable of delivering superior results.

We are an integral part of several firm-level project teams tasked with transforming the way in which our branch teams work and pay for the investments made in their business.

The successful candidate will possess the analytical and collaboration skills needed to create data-driven solutions and recommendations in partnership with the areas we support.

• Develop and maintain a network of relationships with internal stakeholders, external suppliers and banking partners impacting our area of responsibility
• Prepare and summarize firm financial reports and analysis that facilitate the transformation of complex data into actionable insights and recommendations for decision making
• Identify, monitor, and proactively improve business processes, systems, and controls related to area of responsibility
• Inform and educate business areas as to the financial impact of decisions, as well as recommending a preferred solution to influence strategic decisions
• Develop functional measurements to create awareness of, and accountability for results
• Troubleshoot and provide analytical solutions for system issues and monthly processes
• Participate in and sometimes lead cross-functional teams responsible for implementing projects in support of divisional and firm-wide business objectives

• Bachelor's degree in a related field
• 3-5+ years of relevant work experience in a financial, banking, or accounting function.
• Demonstrated ability to work with external or internal stakeholders, including senior leadership, providing analytical guidance to directly influence business decisions
• Strong analysis skills with an ability to understand and identify opportunities to apply different analytical approaches and visualizations
• Ability to analyze problems and recommend solutions for a broad spectrum of business improvement opportunities in a clear and concise manner
• Ability to operate in…