What are the responsibilities and job description for the Senior Financial Analyst III position at Edward Jones?
This job posting is anticipated to remain open for 30 days, from 11-Sep-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:
In this role, you will be responsible for producing accurate, complete, and well-controlled financial records that serve as the foundation for financial reporting, decision-making, and compliance requirements. You will execute core general ledger, sub-ledger accounting, and period-end close activities to ensure transactions are recorded consistently, accurately, and in accordance with accounting standards and company policies.
Leveraging your expertise in compensation accounting, payroll processes, and system-to-ledger journal entry mapping, you will research, analyze, and validate complex system-generated accounting entries. You will identify and resolve discrepancies, strengthen financial controls, and help ensure the accuracy and integrity of financial results.
What you'll do:
In this role, you will be responsible for producing accurate, complete, and well-controlled financial records that serve as the foundation for financial reporting, decision-making, and compliance requirements. You will execute core general ledger, sub-ledger accounting, and period-end close activities to ensure transactions are recorded consistently, accurately, and in accordance with accounting standards and company policies.
Leveraging your expertise in compensation accounting, payroll processes, and system-to-ledger journal entry mapping, you will research, analyze, and validate complex system-generated accounting entries. You will identify and resolve discrepancies, strengthen financial controls, and help ensure the accuracy and integrity of financial results.
What you'll do:
- Analyzes accounting data, financial results, and reconciliation outcomes to identify issues, explain variances, validate system-generated journal entries, and recommend remediation or process improvements.
- Executes end-to-end accounting activities for complex journal entries, accruals, and account reconciliations, applying expertise in compensation accounting, payroll processes, and system-to-ledger mappings to ensure accuracy, completeness, and compliance with accounting policies.
- Researches, documents, and validates the end-to-end flow of compensation transactions across HR, payroll, compensation, and financial systems, resolving discrepancies and ensuring appropriate accounting treatment and financial reporting outcomes.
- Partners cross-functionally with Payroll, HR, Compensation, Technology, and Finance teams to investigate accounting issues, assess system changes, improve data quality, and ensure accurate and controlled financial processing.
- Enhances schedules, reconciliations, trackers, and supporting documentation to improve transparency, audit readiness, issue identification, and traceability of complex system-generated entries.
- Optimizes recurring close and compensation accounting workflows by strengthening controls, streamlining processes, improving review quality, and identifying opportunities for automation and operational efficiency.
- Provides subject matter expertise and support for broader department related to compensation accounting, payroll-related financial reporting, audits, control activities, and special projects, helping drive consistent application of accounting standards and firm policies.
- Lead cross functional projects and influence stakeholders at all organizational levels
What you'll need:
- Bachelor's degree is required with emphasis in Accounting or Finance strongly preferred (or relevant work experience).
- 7 years of relevant work experience.
- Ability to prioritize and execute on multiple tasks/projects and independently adjust to changing priorities
- Advanced financial analysis, forecasting, and complex financial modeling skills, such as sensitivity analysis incorporating multiple variables and financial analysis of business decision alternatives
- Works effectively both independently and in a team environment
- Intermediate to advanced understanding of accounting processes and financial statements required
- Ability to influence associates and leadership up to the Executive Management level using verbal, written, and presentation skills
- Ability to summarize complex financial information and concepts and clearly communicate to executive-level Firm leadership
- Advanced Microsoft Excel, Word and PowerPoint required including working ability to utilize pivot tables, advanced charting, advanced formulas, and conditional formatting
- Advanced project management skills
- CPA/International country equivalent or MBA preferred.
- Industry and best practice research skills preferred
- Proficiency using PeopleSoft Financials is a plus
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.