PMO Portfolio Analyst
Not Disclosed•Full-TimeHybrid
location_onLibrary Walking Path, Tempe, Maricopa County, Arizona, 85282, United States
Join a financial services firm where your contributions are valued. 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 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.
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 PMO Portfolio Analyst, you will be the bridge between financial strategy and operational execution. 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 ensure accuracy and consistency across the portfolio. Beyond financial expertise, this role requires project management experience to ensure the successful delivery of workstream outcomes in support of annual planning. You will translate strategic objectives into actionable deliverables, develop tactical plans with clear timelines, and lead planning meetings to ensure stakeholders' questions are addressed.
This job posting is anticipated to remain open for 30 days, from January 22, 2026. The posting may close early due to the volume of applicants.
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 effective June 1, 2026. Before June 1, 2026, candidates in these locations are expected to work in the office three days per week, with a 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.
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.
Work model: Hybrid
Library Walking Path, Tempe, Maricopa County, Arizona, 85282, United States
Tempe, Arizona
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.
Skills: Excel, Budgeting Software, Apptio, Technology Business Management.
Education: Bachelor's degree in Finance, Accounting, Business or related field required.
