Data & BI Analyst II - Internal Audit

Opportunity Overview
The Data & BI Analyst II is responsible for providing actionable insights and support business decisions. They work in collaboration with other analysts and stakeholders on the formulation of appropriate analytic approach to solve ambiguous business problems. This role offers you the flexibility to make each day your own to work on audits of Edward Jones' internal groups and identify risk and/or process gaps using analytics, tools and other technology to deliver on the responsibilities outlined below.
Essential Functions:

• Maintain a proven understanding of division results & key business drivers, as well as an understanding of key business strategies & priorities, apply business knowledge to analytic approach to address business questions.
• Build and maintain an exceptional knowledge of data sets available to the analyst. Extract, cleanse and transform data to support analysis needs. Pressure test and validate logic and outputs against known sources and business acumen. Proactively identify data quality issues.
• Provide actionable insights to support business outcomes, primarily by performing root cause, exploratory, sensitivity and scenario analysis, hypothesis testing, economic modeling, and data visualization to identify patterns/trends/insights etc. on ambiguous business problems
• Autonomously generate and incorporate insights into a cohesive story that clearly addresses business questions. Effectively communicate with business partners and non- technical audience regarding analytic ideas, approach, key takeaways, and actionable insights.
• Develop and manage business relationships with project team members and leaders across the organization. Consult with business owners to understand the business problem. Collaborate with to identify the appropriate analytic approach to solve the problem.
• Document, monitor, and proactively recommend improvements to processes and controls related to areas of responsibility.
• Head the development and monitoring of KPIs and benchmarks. Ability to communicate results to senior leaders.
• Serve as a technical and functional data subject matter expert.

Functional Knowledge:

• Requires conceptual knowledge of theories, practices, and procedures within a job discipline
• Requires expanded conceptual knowledge in own job discipline and broadens capabilities
• Proficiency interacting with various database and file storage systems (e.g., Oracle, Hadoop, NoSQL).
• Understanding of join types.
• Experience with data manipulation languages, such as SQL, required.

EEO Statement
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.
Company 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.
Awards and Accolades

• 100 Best Workplaces for Millennials in 2022, published Fortune July 2022, Great Places to Work® data as of March 2022. Compensation provided for using, not obtaining, the rating.
  • Edward Jones was recognized as one of the Best Workplaces for Millennials by Great Places to Work® and Fortune® magazine. The privately held firm ranked No. 2 overall, in its fourth appearance on the list.
• 2022 Fortune Best Workplaces for Women, published September 2022, research by Great Places to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • Edward Jones has been named to the 2022 Best Workplaces for Women list by Great Places to Work® and Fortune® magazine, ranking No. 45.
• 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating.
  • For the 23rd time, Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For® ranking by Great Places to Work® and Fortune® magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.
  • 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.
    • Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) the nation's foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. The ranking designated Jones as one of the best places to work for LGBTQ+Equality.

Position Requirements
Experience Required:

• 3-5 years' experience in relevant field.
• At least 2 years of analytics experience.

Education Required:

• Bachelor's Degree with an emphasis in business, economics, math, engineering, or analytics preferred (or relevant work experience).
• Previous financial services industry experience with data is preferred.
• Coursework or background in: Finance, Economics, Business Administration, Accounting, or Information Systems preferred.
• CFA, FRM/PRM, CIA, CPA, CFE, CISA, CISM, or CISSP preferred.

Desired Analytic Tools:

• Tableau
• SQL
• R
• Python

Additional Desired Software Experience:

• AuditBoard

Business Expertise:

• Maintain an excellent understanding of division results & key business drivers, as well as an understanding of key strategies & priorities of business, to be able to apply business knowledge to analytic approach to address business questions.
• Drive measurement and improvement strategies by connecting business activity to outcomes that will help achieve stated goals.
• Applies general knowledge of business developed through education or past experience.
• Understands key business drivers; uses this understanding to accomplish own work.

Audit Qualifications:

• Perform ad hoc/develop automated analytic routines to support audit testing; document and contribute to audit work papers (including analytic procedures / results and audit issue writeups) to support audit findings.
• Identify opportunities to produce/contribute to dashboards that leverage business data to help the department continuously monitor and audit for key risks to the organization.
• Assist with tracking results of prior audits, identifying audit themes across organizations and establishing if appropriate corrective action has been taken regarding significant audit concerns
• Build and maintain relationships with business partners at the manager and staff levels, providing advice and sharing Internal Audit knowledge with business partners to enhance governance, risk, and control environments, as appropriate.
• Provide informal, day-to-day coaching and guidance to other Internal Auditors in the department, sharing your knowledge to help build data literacy and ability across Internal Audit.

Skills related to risk assessment and management including evaluating design of controls, conducting impact assessments, identifying control gaps, and mitigating risk.
Candidates that live within in 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.
Salary Information
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. Visit our career site 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: