Strategy Analyst III – Finance

This job posting is anticipated to remain open for 30 days, from 01-Oct-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 Partnership Strategy & Accounting Area within the Finance Division collaborates across the firm to design and deliver partnership models which support the firm's goal to be the premiere destination for financial advisors to start, grow, optimize and pass on a practice. The team closely partners with financial advisors, outside advisors and other firm stakeholders to build projections, draft educational materials, and meet with partners.

• Creates compensation modeling tools and resources as well as analysis that facilitates the transformation of complex data/information into actionable insights. Includes advanced financial analysis, forecasting, and financial modeling responsibility
• Frequent verbal, visual & written presentation of modeling and analysis to partner Financial Advisors.
• Collaborate with others as the partnership subject matter expert (SME) to conceptualize and recommend solutions for enabling firm policies and strategies
• Collaborate with Product Teams in the design, development, and implementation of enablement and educational solutions
• Champion the innovation and evolution of existing processes, controls, and tools in order to meet the changing needs and increasing complexity of the organization
• Proactively identify opportunities with moderate to broad impact and visibility, propose solutions to relevant parties and drive implementation of solutions

• Bachelor's degree is required with emphasis in a business discipline such as accounting, finance, economics, data science, or analytics (or relevant work experience).
• 7+ years of relevant work experience.
• Strong financial analysis, forecasting, and financial modeling skills
• Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
• Ability to translate business strategy into business requirements
• Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables and advanced formulas
• Basic understanding of accounting processes and financial statements (CPA license, a plus)
• Ability to summarize financial information and concepts and clearly communicate to senior leadership
• Ability to work effectively both independently and in a team environment
• Ability to influence associates and leadership up to the senior leader level using verbal, written, and presentation skills

• Working understanding of agile product management is a plus
• A proficiency in using Business Intelligence tools such as Power BI/ Power Query 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.

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:
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Check out our Canadian awards and accolades:
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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.

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