Senior Financial Planning & Analysis Analyst – Finance

This job posting is anticipated to remain open for 30 days, from 11-Feb-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.

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.

The Financial Planning & Analysis (FP&A)–Market Management team is responsible for partnering with top‑level leaders of Edward Jones's 15,000+ branch system (market leaders, division leaders, and Market Management leadership and teams) to drive strong field financial performance through robust financial analysis, insights, reporting, and plans. We are responsible for enabling decision making, evolving financial planning processes, and providing insightful and action‑oriented financial reporting and analysis in partnership with our key stakeholders.

• Lead market annual and multi‑year planning processes (in partnership with Market Management) by gathering and validating data, analyzing actual and forecasted results, and communicating with all levels of leadership.
• Perform ad hoc financial modeling and analysis to understand and articulate the financial impact of business decisions. Manage multiple deliverables with multiple stakeholders simultaneously. Apply a wide variety of analytical techniques, visualizations, and communication techniques to ensure a high quality, actionable end‑product.
• Develop high impact, action‑oriented analysis and recommendations in partnership with key stakeholders. Translate information, trends, and data into insights for senior leadership to improve performance, minimize risk, lower costs, improve investment decisions, and/or capitalize on new opportunities.
• Build reporting, KPIs, financial drivers, and dashboards that provide insights to improve performance and complement existing reporting infrastructure. Deliver model updates, assumption refinement, and quantitative analysis improvements.
• Effectively communicate analysis recommendations to team, peers, and leaders. Packages complex analysis materials into easily digestible materials, Power Points, and narratives with a clear story. Can simplify complex analysis artifacts for executive consumption and also guide/teach teams to do the same.
• Develop a trusted and diverse network of relationships in and beyond current function, has existing trust‑based relationships, and has a network to rely on. Occasionally manages external relationships.
• Participate in and regularly lead cross‑functional teams.
• Mentor associates and provide informal people leadership.
• Contribute to team strategy and vision setting.
• Proactively develop self, demonstrating progress across the "what" and "how" of the role. Set the example for more junior and peer analysts.

This is an exciting opportunity to build out a new team within the FP&A function, requiring the Senior FP&A Analyst to bring their strategic thinking and entrepreneurial mindset to help shape the outputs, processes, data/reporting infrastructure, and relationships with stakeholders in order to drive value across the market performance ecosystem. We are looking for a self‑starter who has demonstrated the ability to partner with the business and drive results.

Please note:

Depending on experience/qualifications, this role may be filled as a Financial Planning…