Accounts Payable Team Leader, Finance at Edward D. Jones in St. Louis, Missouri

Job Description:

At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work.

A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.

The Accounts Payable Manager is responsible for:

• Developing, communicating, and driving the vision, strategy, performance and results of a single functional area


• Ensure systems, processes, and controls are in place and operating as intended to effectively validate, process, and record the firm's financial transactions


• Prepare, summarize, and present firm financial reports and analysis.


• Identify trends and present recommendations to Senior Leadership in order to influence decision making. 


• Ability to research technical topics to determine and recommend the appropriate action to be taken.


• Proactively communicate analyses and tailored financial information in partnership with the business areas and branch teams we support


• Balance team priorities and remove any obstacles to ensure associates are focused on key activities that meet critical business needs


• Build, maintain, and leverage relationships to gather critical information and influence key decisions.  This involves communication and coordination both within and outside the organization.


• Inform and educate other business areas as to the financial impact of potential business decisions they are responsible for making.


• Leverage functional knowledge and ability to understand concepts and analyze data to inform or make decisions.


• Challenge the status quo to ensure processes are optimized, efficient, or abandoned if not needed


• Leverage internal and external relationships to ensure team deliverables are in compliance with industry best practices and conforming to regulatory requirements


• Cultivate a high-performing, high-energy culture to maximize your own and each associate's contribution


• Build, maintain, and leverage relationships to gather critical information and influence key decisions.  This involves communication and coordination both within and outside the organization.


• Participate in and/or lead cross functional teams responsible for implementing Finance business objectives and projects.


• Foster an environment of development for your associates and hold them accountable to achieve their desired development goals


• Hold associates accountable and reward performance grounded in the RBM framework

Qualifications Required in the Job:

• Bachelor's Degree in related field. CPA or advanced degree preferred.   


• Minimum 8 years relevant experience, leadership experience is preferred.


• Financial services industry experience preferred.


• Broad knowledge of accounting


• Ability to manage complex financial matters or processes in their area of expertise.


• Ability to develop and establish financial policies and procedures.


• Strong written and verbal communication skills.


• Strong interpersonal skills.


• Proficient in Microsoft Office


• Proficient in PeopleSoft, preferred.


• Strong systems and application management skills.

 

Problem Solving:

Ability to analyze and manage highly complex situations related to a broad spectrum of business topics, processes or improvement opportunities and recommend solutions or improvements to management (including executive level management) in a clear and concise manner. 

Ability to identify a problem, recognize the root cause, and recommend multiple potential or innovative solutions to the problem.  

Ability to drive implementation of recommended solutions.

Knows when to depart from traditional methods or behaviors or when to compromise for the sake of organizational accomplishment; adapts quickly and effectively when situational constraints require a change; employs unique and creative perspectives to situations as appropriate.

 

Decision Making:

Responsible for making decisions regarding application of accounting policy, the firm's financial condition or sound financial concepts. 

Responsible for resolving escalations within the team and working with other areas to drive resolution of escalations. 

Approach issues and provide solutions that recognize the complex interrelationships among business activities and consideration of available resources; outline how decisions affect the overall firm's financial condition, other business areas, outcomes, or processes.

Moderate risk decisions are made without input from higher management levels. Larger or more complex decisions and strategies would be reviewed and agreed with the Manager's leader. 

 

Span of Influence:

Responsible for leading a team of associate(s) in all administrative aspects of their employment including hiring decisions, performance evaluations and making recommendations for corrective action when associates underperform.

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