What are the responsibilities and job description for the Senior Analyst - Financial Reporting position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 19-Jun-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.
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.
Overview:
Finance is seeking a Senior Analyst to support the Accounting Department in a variety of controllership capabilities for Edward Jones Canada, 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, mainly focused on Edward Jones Canada. In addition, this role will support our multi-year finance transformation journey including adoption of leading cloud-based technology solutions.
Finance is seeking a Senior Analyst to support the Accounting Department in a variety of controllership capabilities for Edward Jones Canada, 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, mainly focused on Edward Jones Canada. 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
- Advanced degree (MBA) / Comparable Certification (CPA)
- Oracle Fusion Platform experience
- Financial Services industry experience
- Experience with SQL or Power BI
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: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
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.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.