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Michael D. Email & Phone Number

FP and A Analyst, Firm Investment Center of Excellence at Edward Jones
Location: Washington, District Of Columbia, United States 9 work roles 4 schools
1 work email found @edwardjones.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

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Work email m****@edwardjones.com
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Current company
Role
FP and A Analyst, Firm Investment Center of Excellence
Location
Washington, District Of Columbia, United States
Company size

Who is Michael D.? Overview

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Quick answer

Michael D. is listed as FP and A Analyst, Firm Investment Center of Excellence at Edward Jones, a company with 44495 employees, based in Washington, District Of Columbia, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Michael D..

Michael D. previously worked as Strategy Analyst at Edward Jones and Financial Analyst at Sri. Michael D. holds Master Of Business Administration (Mba), Entrepreneurship & Corporate Innovation (Eci), Marketing, Finance from Indiana University - Kelley School Of Business.

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Email format at Edward Jones

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*@edwardjones.com
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Profile bio

About Michael D.

Certified Public Accountant (CPA), Project Management Professional (PMP), Google Ad/Analytics specialist, and former IT investigator. Classic “jack-of-trades” professional who can wear many hats and help turn your ideas into business presentation for approval/funding.Previous experiences include: • presenting IT and process improvement ideas to C-level and senior management, • analyzing data to support improvement proposals and budget requests, • consulting small businesses, startups, F500 companies, and PEs, • conducting cybersecurity reviews, • auditing and improving processes for the biggest private label food & beverage manufacturer, • reporting finance for recently acquired IT/telecom startup, • building business cases for product teams throughout different stage-gate phases If my experience resonates with you, then feel free to get in touch!

Current workplace

Michael D.'s current company

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Edward Jones
Edward Jones
FP and A Analyst, Firm Investment Center of Excellence
Washington, DC, US
Website
Employees
44495
AeroLeads page
9 roles · 8 years

Michael D. work experience

A career timeline built from the work history available for this profile.

Fp And A Analyst, Firm Investment Center Of Excellence

Washington, DC, US

Strategy Analyst

Current

St. Louis, MO, US

  • Provide consulting on business case development and measurement; enabling 10+ teams to build business cases on its own
  • Build tools, processes, templates for the new team; speeding up analysis and reporting to leadership by 25%-50%
  • Manage marketing and UX team’s $250M budget; discussing tradeoffs, KPI impacts, and funding for new work while staying within the budget
  • Create financial tools and reports to shape next year’s budget; enabling tradeoff decisions among 10+ leaders and communicating updated status within 4 hours
  • Convey ideas as benefits, KPIs, and financial impact; resulting in approval of $10M+ and product teams for new financial advisor tools
  • Utilize client research to develop client lifetime value model; initiating targeted strategy approach
Apr 2021 - Present

Financial Analyst

Sri
  • Analyzed purchasing/spending behaviors and trends to improve financial forecasting model by 20-50%
  • Discussed strategies and operation plans to build global budget model for Information and Communications Technology (ICT) company with $60M+ in revenue; setting financial metrics for upcoming year
  • Determined financial impacts of COVID19 to identify options to meet its financial goals
  • Designed automated dashboard to summarize spending; providing transparency at real time
  • Prepared comments and documents in response to audit and tax requests; speeding up the process from 7 days to 3
  • Created monthly presentation decks and workbooks for C-suite; ensuring C-suite has clear details to share and discuss with the Board
2019 - 2020 ~1 yr

Senior Auditor

Oak Brook, Illinois, US

  • Led 3-person team in System Development Lifecycle (SDLC) and finance transformation reviews of SAP S/4 ERP and RPA, consolidating 10+ financial systems to one central system
  • Gathered user feedback and analyzed $150+ million product promotion and pricing practices (including IRI data requirements), recommending opportunities to standardize process and improve profitability
  • Managed progress of financial projects, ensuring timely completion of financial audit for $6 billion private label CPG company
  • Managed document requests and questions from external auditors
  • Trained 16 employees in conducting a successful consulting engagement
2018 - 2019 ~1 yr

Senior Associate, Deals Advisory

Pwc

GB

  • Recommended strategy to mitigate IT, finance, marketing, supply chain, and stand-alone challenges in a carve-out deal, resulting in a $5 billion purchase agreement by Fortune 100 client
  • Determined synergy of $3.7 million from consolidating resources, resulting in a merger of two companies with combined revenue of $1 billion
  • Developed current and future state operating models to estimate resources needed to grow the target company by 300%, convincing client to reassess the purchase price of the deal
2018 - 2018

Mba Finance Intern, Corporate Financial Planning & Analysis

3M

St Paul, MN, US

  • Developed forecasting models based on historical trends to improve accuracy of global headcount and expense budgeting process, resulting in savings of $7-14 million annually
  • Led project team of 4 to observe user experiences and implement data visualization capability globally, winning “best presentation” as voted by the CFO and finance committee
  • Assessed opportunities for zero-based budgeting and automation of budgeting process, identifying options for senior leaders to consider such practice
Jun 2017 - Aug 2017

Consultant

Freelance
  • Led team of 6 during a consulting engagement with a local general contracting business from initial client meeting to post-deliverable follow-up
  • Created project profitability tool, competitor analysis, and user experience (UX) improvements to double client's annual profit
Mar 2017 - May 2017

Senior It Auditor (University And Health System)

Charlottesville, VA, US

  • Led 6-person team to assess departmental IT operations and delivered strategic options to senior management and C-level executives, initiating joint improvement project among the 11 schools
  • Built business case for automated security tools to CIO and COO, securing $150,000 for management to enhance university’s and health system’s IT infrastructure
  • Analyzed 36-months of billing data to estimate the impact of proposed changes, resulting in validation of management’s assumptions and simplified billing process for 20,000 staff
  • Managed IT product (software, database, website) for 18 users; collaborating with vendor to bring up and implementing new functionality requests
  • Led IT forensics and investigations of suspected fraud, waste, or abuse
  • Provided technical support to 18 personnel as the department's Local Support Partner (LSP)
Dec 2013 - Aug 2016

Staff It Auditor (University And Health System)

Charlottesville, VA, US

  • Developed IT scanning tool in collaboration with system engineers, automating benchmarking process and eliminating 84 cybersecurity issues on 5 major IT systems
  • Identified bottlenecks and streamlined employee onboarding process, reducing duration from 3 days to 1 day
  • Managed IT products (software, database, website) and assets for 18 users; collaborating with vendor to bring up and implementing new functionality requests
  • Performed IT audits of the UVA Health System, the University, and the UVA's College at Wise based on ISO 27002, NIST, HITECH, CIS, and industry best practices to identify risks and develop actionable recommendations
  • Performed IT forensics and investigations of suspected fraud, waste, or abuse
  • Provided technical support to 18 personnel and managed department's IT projects as the department's Local Support Partner (LSP)
Jul 2011 - Dec 2013
Team & coworkers

Colleagues at Edward Jones

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4 education records

Michael D. education

Master Of Business Administration (Mba), Entrepreneurship & Corporate Innovation (Eci), Marketing, Finance

Indiana University - Kelley School Of Business

Vienna Innovation Program

Wu (Vienna University Of Economics And Business)

Bs, Commerce, Mathematics

University Of Virginia

Ib Diploma

Lee High School
FAQ

Frequently asked questions about Michael D.

Quick answers generated from the profile data available on this page.

What company does Michael D. work for?

Michael D. works for Edward Jones.

What is Michael D.'s role at Edward Jones?

Michael D. is listed as FP and A Analyst, Firm Investment Center of Excellence at Edward Jones.

What is Michael D.'s email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Michael D. at Edward Jones.

Where is Michael D. based?

Michael D. is based in Washington, District Of Columbia, United States while working with Edward Jones.

What companies has Michael D. worked for?

Michael D. has worked for Edward Jones, Sri, Treehouse Foods, Pwc, and 3M.

Who are Michael D.'s colleagues at Edward Jones?

Michael D.'s colleagues at Edward Jones include Donna Wilson, Sheila Feille, Deric Runge, Aams®️, John Micklus, and Laqueta Hooks.

How can I contact Michael D.?

You can use AeroLeads to view verified contact signals for Michael D. at Edward Jones, including work email, phone, and LinkedIn data when available.

What schools did Michael D. attend?

Michael D. holds Master Of Business Administration (Mba), Entrepreneurship & Corporate Innovation (Eci), Marketing, Finance from Indiana University - Kelley School Of Business.

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