Data and BI Analyst I - Internal Audit

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Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk.

Job Overview

Position Schedule: Full-Time

This job posting is anticipated to remain open for 30 days, from 03-Oct-2025. The posting may close early due to the volume of applicants.

The Data & BI Analyst I is responsible for providing actionable insights to support business decisions. They work in collaboration with other analysts and stakeholders on the formulation of appropriate analytic approach to solve ambiguous business problems.

Business Understanding:

• Maintain a working knowledge of division results & key divisional business drivers, as well as an understanding of key strategies & priorities of their division, to be able to apply business knowledge to analytic approach to address business questions.

Data Wrangling:

• Build and maintain a working knowledge of data sets available to the analyst.

• Extract, cleanse and transform data to support the needs of the analysis.

• Apply critical thinking to pressure test and validate logic and outputs against known sources and understanding of business.

Data Requirements:

• Define business and data requirements for analytic deliverables and serve as liaison with IDM process.

Analysis:

• Understand and apply basic descriptive statistical concepts.

• Provide actionable insights to support business decisions, primarily by performing root cause, exploratory, sensitivity and scenario analysis, economic modeling and data visualization to identify patterns/trends/insights etc. on predefined problems.

Storytelling & Communication:

• Generate and incorporate insights into a cohesive story that clearly addresses business questions.

• Effectively communicate tailored messages regarding analytic ideas, approach, key takeaways and actionable insights.

• Ability to communicate technical information to non-technical audiences.

Business Consulting:

• Develop and manage business relationships with project team members and leaders across the organization.

• Consult business owners to understand the business problem. Collaborate with others to identify the appropriate analytic approach to solve the problem.

• Support KPI and benchmark development.

Operational Efficiency:

• Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility.

BI Development:

• Interact with BI Tools to answer questions, build basic visualizations and reports.

• Ability to test and maintain BI products developed and follow BI governance process and procedures.

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 ( .

Hiring Minimum: $72700

Hiring Maximum: $

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Skills/Requirements

• Bachelor's Degree with an emphasis in business, economics, math, engineering, or analytics preferred (or relevant work experience).

• 1-3 years experience in relevant field.

• Previous financial services industry experience with data is preferred.

• Coursework or background in: Finance, Economics, Business Administration, Accounting, or Information Systems preferred.

• CFA, FRM/PRM, CIA, CPA, CFE, CISA, CISM, or CISSP preferred.

Desired Analytic Tools:

• Tableau

• SQL

• R

• Python

Additional Desired Software Experience:

• AuditBoard

Business Expertise:

• Maintain an excellent understanding of division results & key business drivers, as well as an understanding of key strategies & priorities of business, to be able to apply business knowledge to analytic approach to address business questions.

• Drive measurement and improvement strategies by connecting business activity to outcomes that will help achieve stated goals.

• Applies general knowledge of business developed through education or past experience.

• Understands key business drivers; uses this understanding to accomplish own work.

Audit Qualifications:

• Perform ad hoc/develop automated analytic routines to support audit testing; document and contribute to audit work papers (including analytic procedures / results and audit issue writeups) to support audit findings.

• Identify opportunities to produce/contribute to dashboards that leverage business data to help the department continuously monitor and audit for key risks to the organization.

• Assist with tracking results of prior audits, identifying audit themes across organizations and establishing if appropriate corrective action has been taken regarding significant audit concerns

• Build and maintain relationships with business partners at the manager and staff levels, providing advice and sharing Internal Audit knowledge with business partners to enhance governance, risk, and control environments, as appropriate.

• Provide informal, day-to-day coaching and guidance to other Internal Auditors in the department, sharing your knowledge to help build data literacy and ability across Internal Audit.

Skills related to risk assessment and management including evaluating design of controls, conducting impact assessments, identifying control gaps, and mitigating risk.

Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

Current INTERNAL home-based associates: While this role is posted as hybrid, if selected and accepted, you may retain your home-based status. Edward Jones intends in good faith to continue offering the role as home-based, though future business or regulatory needs may require on-site work.

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Awards & Accolades

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 (

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About Us

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.

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.

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