Jobs for Humanity

Jobs for Humanity is partnering with EDWARD JONES to build an inclusive and just employment ecosystem.. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals.. At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions.. The Portfolio Analyst will join the Digital Planning & Insights area to support the IT Financial Planning & Analysis function which consists of a dynamic, distributed team of techno-functional professionals across Finance and Digital Divisions.. Contributes to Agile Transformation Agenda.

financial analyst

Company DescriptionJobs for Humanity is partnering with EDWARD JONES to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.Company Name: EDWARD JONESJob DescriptionAt 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 15,000+ branch offices where our more than 7 million clients live and work.In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.Team Overview:The Portfolio Analyst will join the Digital Planning & Insights area to support the IT Financial Planning & Analysis function which consists of a dynamic, distributed team of techno-functional professionals across Finance and Digital Divisions.This position will require you to interact and collaborate with multiple levels of leadership from Technology functional areas and coordinate with Finance leadership and other members of the Finance team to evolve our system and processes for Technology Business Management. This position operates in a rapidly changing environment and requires a self-starter with excellent time management and adaptability. The candidate should also demonstrate strong analytical and problem-solving skills with attention to reporting accuracy and detail.What You'll Do:Support core technology & financial processes for the organization including Annual Expense Planning and Lean Portfolio Management. Inform other Technology business areas as to the financial impact of potential business decisions they are responsible for making. Prepare, summarize, and present digital financial reports and analysis. Identify trends and present recommendations to Senior Leadership to influence decision making. Contributes to Agile Transformation Agenda. Includes ability to operate in ambiguous situations, create process enhancements that address short term needs while moving us closer to long-term vision. Collaborate with Technology business partners to ensure accurate and timely forecast submissions. Manage the preparation of budget reports and analyses for presentation to Leadership during the budget review and approval process. Prepare, track and report burn rate against budget to Technology Leadership Contribute to the process that evaluates IT products, services and vendors to determine improvement or replacement. Proactively identify high risk issues and assist in implementing solutions. Support system design, documentation, testing, and implementation to ensure functional business area requirements are met. Analyze, document, and monitor business processes. Identify and implement process and control improvements where needed. Perform financial modeling as assigned. Participate as needed with overall PMO support activities which may include planning, scoping, analysis, presentation, and coordinating financial approvals. This includes leading financial analyses, ROI and investment analysis for Technology portfolio. Maintain full compliance with financial controls and SOX reporting requirements.Qualifications:What Experience You'll Need: #J-18808-Ljbffr

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