|
Finance Location: St. Louis
Most common positions: Accountant and Senior Accountant Division Description
Our financial careers combine the excitement of a fast-paced, growth oriented firm with a financial approach that focuses on the firm's global risk exposure and profitability going forward. Our financial professionals partner with all business units to help execute strategic goals, drive disciplined growth, and enhance operational efficiencies at every level. Divisional responsibilities include overseeing regulatory reporting, cash management, payroll processing, accounts payable and branch accounting needs. Departments
Commissions
This department ensures that all Financial Advisors' commissions are processed in a timely and accurate manner for transmission to Payroll on a monthly basis and ensures that all necessary journal entries are recorded within the appropriate accounting period. Key Qualifications Include:
- Strong working knowledge of Excel
- Solid analytical and trouble-shooting skills
- Strong reconciliation skills
Areas Within This Department Include:
- International Commissions (CANADA & U.K.)
- U.S. Commissions (U.S. Insurance & U.S. Mutual Funds)
Financial Advisor Compensation and Reporting
Associates in this department oversee the monthly process and controls associated with the compensation for Financial Advisors in the U.S., Canada, and the U.K., the day-to-day management of the firm's Financial Advisor marketing pools and local CPE events, and the coordination and management of the diversification and regional meeting trip taxation process. Key Qualifications Include:
- Excellent verbal and written communication skills
- Ability to work well in a team environment
- Strong organizational skills
- The ability to prioritize and manage multiple tasks
- Aptitude for proactively initiating change
- Ability to compose written correspondence to branches
- Computer knowledge, including MS Excel, MS Word, MS Outlook, and PeopleSoft
- A bachelor's degree in accounting strongly preferred and/or CPA
Areas Within This Department Include:
- U.S. Financial Advisor Compensation
- International Financial Advisor Compensation
- U.S. Branch Reporting
- International Branch Reporting
Partnership Accounting
Overall responsibilities of this department include: delivering excellent service by providing partners with information and friendly support; answering incoming phone calls and Service Requests from partners relating to their investment in the firm; recording partnership capital buys and sells; allocating net income and distributing earnings to partners; reporting partnership information both internally and externally; and supporting partnership taxation. Key Qualifications Include:
- Excellent verbal and written communication skills
- Strong organizational skills
- The ability to prioritize
- Strong systems skills
- Customer service experience preferred
- A bachelor's degree in accounting or finance preferred
Areas Within This Department Include:
- Limited Partner Accounting
- General and Subordinated Partner Accounting
- Projects/Systems
Payment Controls
This department ensures the integrity of the business expense plan by verifying that information submitted through Paybills meets firm guidelines and policies, supports PeopleSoft vendor approval process to ensure accurate and timely payment of invoices received in Accounts Payable, and coordinates processes involving other departments, including reconciliation of various files loaded into the PeopleSoft system. Key Qualifications Include:
- Excellent verbal and written communication skills
- Ability to work well in a team environment
- Strong organizational skills
- The ability to prioritize and manage multiple tasks
- Ability to compose written correspondence to branches
- Computer knowledge, including MS Excel, MS Word, MS Outlook, and PeopleSoft
- A bachelor's degree in business and/or accounting is preferred
Sourcing Office
Associates in this department lead the firm's Sourcing initiatives in partnership with all divisions in the most efficient and effective manner by providing the best sourcing experience possible, understanding the business and communicating the impact of Edward Jones' sourcing decisions, and developing relationships with stakeholders in all divisions. Key Qualifications Include:
- Excellent verbal and written communication skills
- Strong critical thinking & decision making skills
- Ability to manage multiple tasks and effectively prioritize workload
- Intermediate knowledge of the Microsoft Suite of Products (Word, Excel, PowerPoint, Outlook)
- Aptitude to learn new software products
Functional Teams Include:
- Sourcing Office – Negotiators (Technology & Business)
- Sourcing Office - Analysis
- Sourcing Office - Systems
- Purchasing
- IS Asset Management
- Network Telecom Services
Tax Management
Tax Management associates timely and accurately file all income tax returns as well as required quarterly estimated tax payments, keep abreast and analyze current tax law and new tax pronouncements, and minimize the partnership and principal’s overall tax liability by identifying and implementing tax savings opportunities. Key Qualifications Include:
- Excellent oral and written communication skills
- Ability to work independently and influence others
- Technical tax research and analysis skills
- Strong analytical, problem-solving, and tax accounting skills, including familiarity with FAS 109
- Project management skills
- Experience in partnership and/or financial services taxation is beneficial
Areas Within This department Include:
- U.S. Compliance
- International Compliance (CANADA & U.K.)
- Partnership Tax
- Individual Tax
Tax Reporting
This department ensures the timely and accurate filing of tax compliance required by all applicable jurisdictions, identifies tax opportunities and exposure items in order to optimize savings and limit risk to the firm, manages the monthly tax accrual process, and supports other departments by providing tax research, support and advice. Key Qualifications Include:
- Self-motivated / ability to work independently
- Strong verbal and written communication skills
- Excellent organizational skills
- Ability to multi-task
- Strong analytical, problem-solving, and tax accounting skills
- Technical tax research familiarity
Areas Within This Department Include:
- Headquarters
- Branch
- International (CANADA & U.K.)
Treasury
This department oversees the firm’s liquidity management, risk management, and financial management. Key Qualifications Include:
- Knowledge of Accounting, Finance and Banking
- Familiarity with PeopleSoft
- ADP experience
Areas Within This Department Include:
- Cash Management
- Insurance
- Treasurer
Regulatory & Operational Reporting
Functions of this department include reporting the firm's financial condition under regulatory guidelines, working with other areas to ensure compliance with financial regulations, and coordinating reconciliation and control over the firm's operating systems, including ADP and Tarot. Key Qualifications Include:
- Knowledge of GAAP
- Excellent verbal and written communication skills
- Extremely proficient in MS Excel, MS Word, MS Outlook
- Strong organizational skills
- Ability to work on and prioritize multiple tasks simultaneously
- Ability to work in a team atmosphere
- A bachelor's degree in accounting strongly preferred and/or CPA
Areas Within This Department Include:
- Regulatory Reporting Team
- Operational Reporting Team
Headquarters Accounting Services
This department provides service globally to headquarters associates and vendors, measures, analyzes and communicates monthly service drivers to key leaders, and drive solutions of volume drivers. Key Qualifications Include:
- Excellent customer service skills
- Strong communication (both verbal and written) skills
- Strong prioritization and organizational skills
- Ability to multi-task
- Ability to work independently as well as with team members on a daily basis
- Strong auditing and analytical skills
- Basic computer knowledge
- Basic skills in MS Excel, MS Word, MS Outlook
- Office experience preferred
Divisional Financial Analysis
As an associate in this department, you could perform and present financial analysis, process work flows, vendor analysis, etc. to facilitate the decision making process, develop business cases to identify potential solutions, and quantify the financial impact of those solutions, or provide divisional reporting that is metric driven, actionable and timely to influence decisions. Key Qualifications Include:
- Minimum of 3-5 years of accounting/finance or operational finance experience, with increasing responsibilities during that time
- Proven leadership, excellent verbal communication and presentation skills, and strong financial and quantitative analysis skills
- Self starter with strong prioritization skills on deliverables
- Ability to work independently and influence other areas
- MBA/CPA preferred
Asset Management
Asset Management ensures that financial statement information related to fixed assets is accurate and details to support financial statements are communicated to other areas, performs reconciliations in a timely and accurate manner, enhances the firm's business decisions related to fixed assets by providing key measure analyses of fixed asset activity, and leverages existing systems to automate the asset management environment to meet firm needs. Key Qualifications Include:
- Excellent verbal and written communication skills
- Strong organizational skills
- Ability to manage multiple tasks and effectively prioritize workload
- Intermediate knowledge of Microsoft Office
- Experience with PeopleSoft a plus
- Aptitude to learn new software products
- CPA preferred
Areas Within This Department Include: Financial Reporting
Associates in this department record, analyze, and internally and externally report on the firm's results from operations and financial condition, work with other areas within Finance and throughout the firm to improve processes, controls and accrual methods to ensure adequate controls are in place over Financial Reporting, and coordinate with internal and external auditors to review processes, procedures, and recorded balances to ensure they are accurately stated and sufficient controls are in place to remain compliant with Sarbanes Oxley. Key Qualifications Include:
- Must have knowledge of GAAP
- Excellent verbal and written communication skills
- Extremely proficient in MS Excel, MS Word, MS Outlook
- Strong organizational skills
- Ability to work on and prioritize multiple tasks simultaneously
- Ability to work in a team atmosphere
- A bachelor's degree in accounting strongly preferred and/or CPA
- 2-5 years of public accounting experience is preferred (SEC Reporting experience a plus)
Areas Within This Department Include:
- Financial Reporting & Controls Team
- Facilities/Master Plan/Trust Accounting and Banking Team
- International Reporting Team
- Fee Revenue Team
Administrative Services
This department consists of the following: Mail Services - providing all associates with quality mail distribution and assembly services. Distribution Services - providing quality, timely and accurate distribution of supplies to the firm including the production and distribution of training materials. Output Services - providing high quality, cost-effective print and duplication services, as well as automated mail processing. Physical Security - protecting the assets of the firm through the implementation of a comprehensive security plan. Dining Services – providing a high quality food service program including catering, cafeteria, vending, and refreshment services. Canada Administrative Services - providing all Canadian headquarters and branch associates with quality mail service, distribution/fulfillment, printing, assembly, security and food services. U.K. Administrative Services - provides all U.K. headquarters and branch associates with quality mail service, distribution/fulfillment, printing, assembly, security and food services. Key Qualifications Include:
- Strong attention to detail and organizational skills
- Ability to manage large volumes of work in order to meet critical deadlines
- Client Service excellence
- Solid written and verbal communication skills
For Department Leaders:
- Project facilitation and management experience
- Presentation abilities
- Microsoft Office skills
- Relationship Building experience
- Familiarity with Financial Management and Assessment
- Coaching for Development & Performance Management
- Negotiation skills
|
