Digital Business & Spend Planning Analyst
Not Disclosed•Full-TimeOn-site
location_onLibrary Walking Path, Tempe, Maricopa County, Arizona, 85282, United States
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 own the monthly and annual forecasting and budgeting process within a Digital segment. Beyond financial expertise, this role requires project management experience to translate strategic objectives into actionable deliverables, develop tactical plans with clear timelines, and coordinate activities across teams to ensure timely completion of workstream outcomes.
Work Location & Schedule
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.
Hiring Process
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.
Equal Opportunity & Culture
At Edward Jones, we are building a place where everyone feels like they belong. We are proud of our associates' contributions to the firm and the recognitions we have received. 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.
Work location
Work model: On-site
Similar Job Opportunities
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
In this Digital Business & Spend Planning Analyst at Edward Jones role, you will develop and maintain accurate forecasts and budgets for digital initiatives; review and interpret contracts to inform budget and forecast planning; analyze and explain budget variances at appropriate levels of detail for leadership; and collaborate with finance and digital teams to ensure spend alignment and compliance.
What are the requirements for this Digital Business & Spend Planning Analyst role?expand_more
To qualify for the Digital Business & Spend Planning Analyst at Edward Jones position, applicants should have: 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 from Tempe, AZ or St. Louis, MO.