Senior Analyst - External Reporting (SEC Reporting)

Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.

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 01-Oct-2025. The posting may close early due to the volume of applicants.

Overview:
The External Reporting Department leads the firm's external reporting, including SEC filings, subsidiary financial statements, ESG reporting and all other external reporting. This role is responsible for the accurate and timely preparation of the firm's external filings in accordance with US GAAP and SEC rules and providing technical reporting expertise.

Key Responsibilities:

• Integrally involved in the external reporting processes for SEC filings, financial statements and other reporting. Includes obtaining supporting documentation for preparing filings, performing analyses, drafting disclosures and ensuring completeness and accuracy.
• Assist with associate development and provide oversight of certain reporting responsibilities
• Remain current on SEC rules, monitor proposed rules and potential impacts, strengthen technical skills
• Collaborate with stakeholders in Finance and across the firm to ensure disclosures are accurate and reporting deadlines are met
• Continuous evaluation of processes for improvement, efficiencies and best practices
• Collaborate with the external auditor for successful completion of yearend audits and serve as liaison for ongoing work

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: $84100
Hiring Maximum: $143100

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Skills/Requirements

What Experience You Will Need:

• Bachelor's Degree in Accounting or Finance
• 5+ years of relevant experience, preferably in public accounting
• CPA strongly preferred
• Strong understanding of Financial Statements, SEC Reporting and US GAAP
• Highly qualified candidates will have demonstrated experience in the following:
  • Deliver the right outcomes - works independently, maintains high quality of work during busy periods, holds self accountable, very detail oriented
  • Collaborates - comfortable working with multiple stakeholders across finance, the firm and outside parties to seek resolution for reporting issues
  • Learn continuously - continuous desire to learn and acquire new skills, intellectually curious and wants to understand the why

What Could Set You Apart:

• Strong technical accounting skills
• Ability to work in teams and independently
• Financial services or brokerage industry experience
• Familiarity with XBRL and Active Disclosure platform

**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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