Sr Financial Analyst III, 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.

Treasury Overview

The Treasury department is responsible for managing the liquidity of the firm and ensuring the strength of its balance sheet. As part of that objective, the department is responsible for all cash activities of the firm, borrowing and investment to meet cash needs and managing bank relationships for all credit and cash services.

 

All firm settlements with trading partners and clearing houses, as well as all intercompany and interbank transfers are managed by the Treasury department, as are investing excess operational cash. The department is also responsible for risk oversight and control to protect the assets of the firm and support the growth objectives.

Role Overview

Help establish enterprise level capital and liquidity planning, forecasting and monitoring structure

Formalize ad-hoc processes into a robust discipline that helps guide a Fortune 300 organization

Work with Treasury and Finance leadership as well as other stakeholders across the Firm to understand impact of business as usual growth and strategic business decisions on capital/liquidity.

Explore changes to capital structure and new sources of liquidity to support the Firm's operations

Benchmark external best practices and work with partners such as banks

Prepare reporting and presentations to update Firm leadership

• Bachelor's degree is required with emphasis in Accounting, Finance or an analytical subject.


• MBA/CFA highly preferred


• 5+ years experience in corporate finance (preferably in financial services); treasury experience with knowledge of capital planning for broker-dealers and banks and capital markets highly preferred


• Strong verbal and written communication skills.