What are the responsibilities and job description for the Senior Financial Analyst position at Ameriprise Financial Services, LLC?
Ameriprise Financial has an exciting opportunity for a Senior Financial Analyst to join our team! In this role, you will conduct business performance analysis, incorporating trend analysis to assess business implications, with a strong focus on analyzing and managing data to support business decisions. The Senior Financial Analyst will be the subject matter expert of typical data sources, with the ability to readily access data to complete and support information requests. You will also independently build, maintain, and modify models used in forecasting, planning, and decision support.
Key Responsibilities
Create routine reporting by driving variance analysis – focus on providing business context. Assist in developing commentary around business results. Perform independent analysis using multiple data sources to derive root cause and track benefits of past.
Develop, improve, and run forecasting/planning models and perform variance analysis.
Independently develop simple to sophisticated models to forecast the future implication of business decisions. Independently perform postmortem analysis of impact of past business decisions. Coherently review forecasts and analyses with management. Review CBA’s (Cost Benefit Analysis) and identify issues to be resolved prior to approval.
Required Qualifications
Bachelors degree (or equivalent) in a financial or quantitative field
3-5 years of proven experience
Previous experience in financial or analytical role
Consistently demonstrates the ability to complete financial modeling tasks and financial analysis using spreadsheets and/or other tools
Experience applying accounting and financial concepts to interpret and solve business problems
Able to build outputs that support decisions
Effective communication skills, with ability to verbally present findings to management
Ability to complete advanced financial modeling tasks and financial analysis using spreadsheets and/or other tools
Must have strong interpersonal and business skills to support CBA and new advisor offer processes
Preferred Qualifications
May have MBA or other advanced degree/certification
Experience in building relationships that influence and establish credibility across an organization – to business partners, senior finance leadership, other finance areas, etc.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Finance
Line of Business
FIN Finance
Key Responsibilities
Create routine reporting by driving variance analysis – focus on providing business context. Assist in developing commentary around business results. Perform independent analysis using multiple data sources to derive root cause and track benefits of past.
Develop, improve, and run forecasting/planning models and perform variance analysis.
Independently develop simple to sophisticated models to forecast the future implication of business decisions. Independently perform postmortem analysis of impact of past business decisions. Coherently review forecasts and analyses with management. Review CBA’s (Cost Benefit Analysis) and identify issues to be resolved prior to approval.
Required Qualifications
Bachelors degree (or equivalent) in a financial or quantitative field
3-5 years of proven experience
Previous experience in financial or analytical role
Consistently demonstrates the ability to complete financial modeling tasks and financial analysis using spreadsheets and/or other tools
Experience applying accounting and financial concepts to interpret and solve business problems
Able to build outputs that support decisions
Effective communication skills, with ability to verbally present findings to management
Ability to complete advanced financial modeling tasks and financial analysis using spreadsheets and/or other tools
Must have strong interpersonal and business skills to support CBA and new advisor offer processes
Preferred Qualifications
May have MBA or other advanced degree/certification
Experience in building relationships that influence and establish credibility across an organization – to business partners, senior finance leadership, other finance areas, etc.
About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Finance
Line of Business
FIN Finance
