Senior Analyst – Financial Reporting

Edward Jones Investments
  • Tempe, AZ
    1 day ago

    Job Description

    in a variety of controllership capabilities for our Canadian Trust Company, including accounting, analysis, and financial reporting. This role is part of an area responsible for recording, analyzing, and reporting the firm’s current financial and operating performance. We maintain control over the integrity of the firm’s results while delivering business insights to support key decision making. We also maintain ownership for researching, establishing and upholding the accounting policies of the firm. Recurring responsibilities for this role include supporting the monthly close cycle, financial reporting, setting policies, research, analysis, as well as other project-based work. In addition, this role will support our multi-year finance transformation journey including adoption of leading cloud-based technology solutions.

    We’re looking for a detail-oriented candidate with proactive problem-solving skills and the ability to work independently while maintaining clear communication with leadership and stakeholders.

    What You’ll Do:

    • Execute monthly financial close responsibilities, including reconciliation and analysis of general ledger accounts, variance documentation, and performance of internal controls

    • Develop and perform complex analysis

    • Record, report, analyze and effectively communicate the firm’s financial and operational results

    • Research and implement technical accounting policy

    • Apply new perspectives to solve complex problems

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

    • Proactively identify efficiencies and control improvements, propose solutions to key stakeholders, and drive implementation of solutions

    • Develop and manage business relationships within and outside the organization to gather critical information and influence key decisions

    What Experience You Need:

    • Bachelor’s degree in a related field

    • 7+ years of relevant work experience

    • Intermediate to advanced understanding of accounting principles and their application

    • Researching, recommending a position on, and implementation of accounting policies

    • Experience with General ledger, ERP and chart of accounts

    • Self-starter who delivers timely and accurate results, makes effective decisions, and generates innovative solutions

    • Strong problem-solving acumen, comfort with ambiguity, and ability to overcome challenges

    • Communication of complex ideas effectively to team members and business partners using verbal, written, and presentation skills

    • Ability to identify opportunities for improvement in processes and implement solutions

    • Ability to identify critical tasks, sequence work, prioritize, identify dependencies and decisions needed to achieve an end deliverable

    • Works efficiently both independently and in a team environment

    • Advanced Microsoft Excel, Word and PowerPoint capabilities including pivot tables, charting, formulas, and conditional formatting

    What Could Set You Apart:

    • Advanced degree (MBA) / Comparable Certification (CPA)

    • Oracle Fusion Platform experience

    • Financial Services industry experience

    • Experience with SQL or Power BI

    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
    • Accounting Closeunmatched
    • Accounting Policiesunmatched
    • Analysis Skillsunmatched
    • Business Administrationunmatched
    • Business Developmentunmatched
    • Certified Public Accountant (CPA)unmatched
    • Cloud Computingunmatched
    • Communication Skillsunmatched
    • Cross-Functionalunmatched
    • Decision Supportunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Establish Prioritiesunmatched
    • Financeunmatched
    • Financial Operationsunmatched
    • Financial Reportingunmatched
    • Financial Servicesunmatched
    • General Ledger Accountingunmatched
    • Leadershipunmatched
    • Microsoft Excelunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Oracle Fusion Middlewareunmatched
    • Pivot Chartunmatched
    • Pivot Tablesunmatched
    • Policy Implementationunmatched
    • Power BIunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Reconciliationunmatched
    • Relationship Managementunmatched
    • SQL (Structured Query Language)unmatched
    • Team Lead/Managerunmatched
    • Technical Accountingunmatched
    • Technical Researchunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

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