Digital Business & Spend Planning Analyst

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

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.

Team Overview

Edward Jones is seeking a Digital Business & Spend Analyst, internally known as a PMO Portfolio Analyst, to join the Planning & Analysis team within our Digital organization. The Planning & Analysis team is responsible for the annual financial planning process along with leading the bottom-up budgeting and forecasting process for the Digital organization to provide senior leaders with spend visibility and help Digital leaders prioritize the highest value work. The PMO Portfolio Analyst will be responsible for forecasting, budgeting, and financial analysis, ensuring accuracy and consistency across the portfolio.

In this role, you will work cross-functionally with Digital leadership, Finance, and other stakeholders to maintain alignment on forecasts and budgets. You will leverage your analytical skills and financial acumen to:

• Understand Digital cost drivers and identify trends in cost growth to drive Digital financial reporting
• Own the monthly and annual forecasting and budgeting process within a Digital segment
• Review and interpret contracts to inform budget and forecast
• Support annual financial planning process in various capacities
• Explain variances at appropriate levels of detail for different audiences
• Partner closely with Finance to ensure spend alignment and support informed decision-making

Beyond financial expertise, this role requires project management experience to ensure successful delivery of workstream outcomes in support of annual planning. The PMO Portfolio Analyst will:

• Translate strategic objectives into actionable deliverables.
• Develop tactical plans with clear timelines and milestones.
• Coordinate activities across teams to ensure timely completion of deliverables.
• Lead planning meetings to ensure stakeholders' questions are addressed

What You'll Do

• Develop and maintain accurate forecasts and budgets for Digital initiatives.
• Read and interpret contracts to understand financial impact and inform how costs should be forecasted in our planning tool
• Identify and execute process improvement with the team to improve forecasting accuracy
• Analyze and explain budget variances at appropriate levels of detail for leadership and stakeholders.
• Collaborate with Finance and Digital teams to ensure spend alignment and compliance.
• Create and manage project plans with defined milestones and timelines to deliver outcomes.
• Provide insights into cost drivers and trends to support strategic decision-making.

What You'll Need:

• Bachelor's degree in Finance, Accounting, Business or related field.
• 4- 6 years of experience in financial analysis, budgeting, or forecasting.
• Project management experience with ability to create tactical plans and manage timelines.
• Strong analytical and problem-solving skills.
• Ability to read and interpret contracts and assess financial implications for forecasting.
• Excellent communication and collaboration skills to work across functions.
• Proficiency in financial systems and tools (e.g., Excel, budgeting software).

What Could Set You Apart:

• 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.

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 that live within 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.

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

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.

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.