Analyst II – Partnership Accounting

Edward Jones Investments
  • Tempe, AZ
    2 days ago

    Job Description

    We are seeking a highly motivated and detail-oriented Analyst II to join our Partnership Accounting team. This role requires a strong analytical mindset, the ability to work independently, and a passion for continuous improvement. The ideal candidate will be comfortable navigating complex Excel models, interpreting intricate calculations, and engaging with internal partners and stakeholders. A background in tax and automation technologies is a plus.

    What you’ll do:

    • Build, maintain, and enhance Excel models to support reporting and decision-making

    • Apply critical thinking to validate data integrity, investigate discrepancies, and ensure outputs are accurate and supported by underlying partner information

    • Ensure timely and accurate reporting in a fast-paced environment with shifting priorities

    • Collaborate with cross-functional teams and external partners to resolve issues and create value

    • Prepare and review monthly, quarterly, and annual partner calculations and tax-related schedules

    • Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility

    What you’ll need:

    • A bachelor’s degree is required with an emphasis in Accountancy or Finance strongly preferred

    • 3+ years of experience in accounting, finance, or related field

    • Proficiency in Excel, including advanced formulas and financial modeling

    • Excellent organizational skills, attention to detail, and ability to manage multiple priorities

    • Strong communication skills; comfortable interacting with partners and senior stakeholders

    • Ability to work independently while contributing effectively within a team environment

    What could set you apart:

    • CPA designation and/or public accounting experience is a plus

    • Familiarity with tax concepts and experience with automation tools (e.g., Power Query, Power BI, and Tableau) is a plus

    • 6+ years of experience in accounting, finance, or related field preferred

    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.

    Numbers & Facts

    LocationTempe, AZ

    Skills

    • Accountingunmatched
    • Analysis Skillsunmatched
    • Automationunmatched
    • Certified Public Accountant (CPA)unmatched
    • Communication Skillsunmatched
    • Continuous Improvementunmatched
    • Cross-Functionalunmatched
    • Data Qualityunmatched
    • Decision Supportunmatched
    • Detail Orientedunmatched
    • Financeunmatched
    • Financial Modelingunmatched
    • Multitaskingunmatched
    • Organizational Skillsunmatched
    • Power BIunmatched
    • Problem Solving Skillsunmatched
    • Public Accountingunmatched
    • Tableauunmatched
    • Time Managementunmatched

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