Financial Planning & Analysis Analyst III - Finance

This job posting is anticipated to remain open for 30 days, from 18-Aug-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 area is seeking a highly skilled and highly motivated FP&A Analyst III to support our Business Partner Financial Planning and Analysis team. We are responsible for enabling firm and functional 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 functional area planning, reporting, and analysis, as well as supporting and advising senior level functional leaders. 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.

• 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/out looking, 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 Functional-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.

• 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…