Digital Business & Spend Planning Analyst

About Edward Jones

Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we are proud to be privately owned, placing our 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 makes us the best place to start or build your career.

About the Role

The Planning & Analysis team within our Digital organization is responsible for the annual financial planning process, leading the bottom-up budgeting and forecasting process to provide senior leaders with spend visibility and help Digital leaders prioritize the highest value work.

As a Digital Business & Spend Analyst (internally known as a PMO Portfolio Analyst), you will join this team to ensure accuracy and consistency across the portfolio. You will work cross-functionally with Digital leadership, Finance, and other stakeholders to maintain alignment on forecasts and budgets. In this role, you will leverage your analytical skills and financial acumen to understand Digital cost drivers, identify trends in cost growth, and translate strategic objectives into actionable deliverables. Beyond financial expertise, this role requires project management experience to ensure the successful delivery of workstream outcomes in support of annual planning.

Work Model

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.

Equal Opportunity

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. We are building a place where everyone feels like they belong.

Application Timeline

This job posting is anticipated to remain open for 30 days, from May 26, 2026. The posting may close early due to the volume of applicants.

Work location

Work model: On-site

5673, Bartmer Avenue, West End, Saint Louis, Missouri, 63112, United States

Saint Louis, Missouri

Key Responsibilities

check_circleDevelop and maintain accurate forecasts and budgets for Digital initiatives
check_circleRead and interpret contracts to inform budget and forecast planning
check_circleAnalyze and explain budget variances for leadership and stakeholders
check_circleCoordinate activities across teams to ensure timely completion of deliverables
check_circleCollaborate with Finance and Digital teams to ensure spend alignment
check_circleLead planning meetings to address stakeholder questions and strategic objectives
check_circleIdentify and execute process improvements to enhance forecasting accuracy

Requirements

verifiedBachelor's degree in Finance, Accounting, Business or related field
verified4-6 years of experience in financial analysis, budgeting, or forecasting
verifiedProject management experience
verifiedProficiency in financial systems and tools (e.g., Excel, budgeting software)
verifiedAbility to read and interpret contracts
verifiedWork in office four days per week in Tempe, AZ or St. Louis, MO

Nice to Have

Experience with Technology Business Management (TBM) tools, such as Apptio. Ability to draw insights from data for storytelling and variance analysis. Experience in Digital or Technology organizations. Familiarity with process improvement methodologies.

Benefits & Perks

check_circleMedical, dental, vision, and prescription drug insurancecheck_circleVoluntary benefits including accident, hospital indemnity, and critical illnesscheck_circleShort-term and long-term disability coverage at no costcheck_circleBasic life and AD&D coverage at no cost401(k) retirement plan

Skills, education and keywords

Skills: Financial Analysis, Budgeting, Forecasting, Project Management, Excel, Budgeting Software, Technology Business Management, Apptio, Process Improvement.

Education: Bachelor's degree in Finance, Accounting, Business or related field required.

Frequently asked questions about Digital Business & Spend Planning Analyst at Edward Jones

What does a Digital Business & Spend Planning Analyst at Edward Jones do?expand_more

A Digital Business & Spend Planning Analyst at Edward Jones is responsible for the following: Develop and maintain accurate forecasts and budgets for Digital initiatives; Read and interpret contracts to inform budget and forecast planning; Analyze and explain budget variances for leadership and stakeholders; and Coordinate activities across teams to ensure timely completion of deliverables.

What are the requirements for this Digital Business & Spend Planning Analyst role?expand_more

Edward Jones is looking for candidates who meet the following requirements: Bachelor's degree in Finance, Accounting, Business or related field; 4-6 years of experience in financial analysis, budgeting, or forecasting; Project management experience; Proficiency in financial systems and tools (e.g., Excel, budgeting software); Ability to read and interpret contracts; and Work in office four days per week in Tempe, AZ or St. Louis, MO.

Where is the Digital Business & Spend Planning Analyst role at Edward Jones located?expand_more

Digital Business & Spend Planning Analyst at Edward Jones is based in 5673, Bartmer Avenue, West End, Saint Louis, Missouri, 63112, United States. This is a on-site role.

Is this Digital Business & Spend Planning Analyst job remote, hybrid, or on-site?expand_more

Edward Jones has listed this Digital Business & Spend Planning Analyst role as on-site.

How much experience is required for this Digital Business & Spend Planning Analyst role?expand_more

Digital Business & Spend Planning Analyst at Edward Jones typically requires 4–6 years of relevant experience at the mid level level.

What skills do you need for the Digital Business & Spend Planning Analyst role at Edward Jones?expand_more

Key skills for Digital Business & Spend Planning Analyst at Edward Jones include Financial Analysis; Budgeting; Forecasting; Project Management; Excel; Budgeting Software; Technology Business Management; and Apptio.

What education is required for Digital Business & Spend Planning Analyst at Edward Jones?expand_more

Educational requirements for this role: Bachelor's degree in Finance, Accounting, Business or related field required.

What category does the Digital Business & Spend Planning Analyst role belong to?expand_more

Digital Business & Spend Planning Analyst at Edward Jones is part of the accounting & finance job category on Recrutus.