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Director, Enterprise Reporting and Investor Relations

Company: EDWARD JONES
Location: Jefferson City
Posted on: September 16, 2022

Job Description:

At 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.Edward Jones Finance Division has an opportunity to join the Senior Leadership team, as Director of Financial Reporting and Communications. This position has overall finance leadership responsibilities in addition to full ownership of the financial reporting functions including investor relations like finance Communications. This role will have responsibility to help develop and execute upon the finance mission and objectives in addition to setting direction to enhance financial reporting functions and help transform finance to best support the firm's future vision of delivering Human Centered Complete Wealth Management.

Responsibility Summary:
As a Director of the Finance division, this role is part of a Finance Senior Leadership team which has overall responsibility to help ensure the Finance Division achieves current objectives as well as build the division to meet the firm's future needs. This includes continually evolving and supporting the Finance vision, direction and strategies aligned to firm objectives and purpose.
Develop, communicate and execute the Financial Reporting area's vision, strategies and objectives, aligned to Finance and Firm objectives with accountability measures of success.
Define talent needs to accomplish area objectives (current and future), advance organizational capabilities and support succession planning, while fostering an environment of learning and development for team members to achieve their desired development and career goals. Help attract, develop and engage firm talent to enable future success.
Overall responsibility of the firm's financial reporting functions - ensuring all aspects of financial reporting are accurate, timely, controlled and well communicated:
o High integrity of financial close process with appropriate GAAP accounting policies in place and effective controls over financial reporting.
o Support of financial statement audit process.
o Well collaborated firm-wide communication of firm financial results, which highlight important trends and share consistent messages that resonate with all stakeholders (branch and home-office associates, leaders, and partners).
o Develop and deliver financial updates to executive leadership with clear key insights - driving strategic discussion, firm direction and influence on key firm decisions.
o Significant firm and division projects are actively supported with appropriate accounting and reporting as well as effective processes and controls.
Leverage internal and external relationships to ensure teams deliverables are in compliance with industry best practices and conforming to regulatory requirements.
Continuous improvement of the current processes, systems and tools while also building them for the future.
Help lead the Finance Division transformation and development of future processes, tools and systems to enable enhanced support of future business.
Refresh infrastructure of General Ledger and financial information to enable FP&A capabilities & support business segment accountability
Future end-to-end integration of financial systems
Enhanced automation and data enablement, driving enhanced management reporting and insights
Enable financial stewardship, strong business acumen and alignment to firm's purpose through effective communications and insights while building and leveraging business relationships.
Develop investor relation type communications for Finance Division that are well collaborated and integrated with other firm communications and reporting, which effectively share financial updates while aligning to firm's purpose messaging and other key communications.Position Requirements:

Bachelor's Degree in Finance or AccountingMinimum 15 years of related work experienceSignificant leadership experience with increasing levels of responsibility, demonstrating ability to lead multiple projects and multiple teams at the same timeBoth public accounting and financial reporting industry experience preferredFinancial services industry experience and knowledge of financial products preferredSkills needed related to problem solving, decision making and span of influence:Ability to analyze, comprehend, and leverage complex financial and/or operational data in order to share key insights that inform business decisions.Understanding of processes and outcomes that have a broad firm impact such as firm-wide financial communications, regulatory compliance, new operational or financial systems and support of new product/service launch. Ability to anticipate problems, understand broad implications and recommend and execute solutions. Problems are often complex and require knowledge of firm operations, regulations and industry best practices. This requires an understanding of current and future financial and technical climates in the industry, and assessing the potential impact to current processes, controls, systems and the firm's objectives.Ability to analyze information and use experience, creativity and sound judgment to make complex, non-routine decisions and manage complex matters and processes with limited guidance in a dynamic environment. Effective decision making over area of responsibility as well as high influence on firm level decisions through collaboration with other leaders. Effective collaboration and consultation with leaders within the firm and with external experts, stakeholders and service providers, to inform and influence firm direction and ensure best in practice standards - supporting and planning for current and future needs of the firm.Experience in Investor Relations preferredCPA or Advanced Degree or Certification preferredAdvanced to expert in accounting, financial analysis and communications (information systems a plus)

  • 2021 FORTUNE 100 Best Companies to Work For - By Great Place to Work - and FORTUNE Magazine - Edward Jones was named No. 20 on the list.
    • From FORTUNE -2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments.2021 Corporate Equality Index - Edward Jones joins the ranks of 767 major U.S. businesses that received top marks in the Foundation's 19th annual scorecard on LGBTQ workplace equality.
      From The Human Rights Campaign. All Rights Reserved2021 Training Top 100 list - Edward Jones ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.J.D. Power, 2021 - Edward Jones has ranked "highest in Employee Advisor Satisfaction among Financial Investment Firms" in the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.
      Edward Jones received the highest score among employee advisors in the J.D. Power 2007,2008, 2010, 2012-2015, 2017-2021 Financial Advisor Satisfaction Studies of employee advisors' satisfaction among those who are employed by an investment services firm. Visit jdpower.com/awards for more information.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.At Edward Jones, we value and respect our associates and their contributions, and we recognize individual efforts through a rewards program that promotes a long-term career, financial security and well-being. to learn more about our total compensation approach, which in addition to base salary, typically includes benefits, bonuses and profit sharing. The salary range for this role is based on national data and actual pay is based on skills, experience, education, and other relevant factors for a potential new associate:
      Salary: $128299 - $218456
      Category: Headquarters

Keywords: EDWARD JONES, Jefferson City , Director, Enterprise Reporting and Investor Relations, Advertising , Jefferson City, Missouri

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