What are the responsibilities and job description for the Senior Financial Analyst position at Ameriprise Financial Services, LLC?
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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.
Job Description
Ameriprise Financial has an exciting opportunity for a Senior Financial Analyst to join our team. In this role, you will analyze business performance, identify trends, and deliver insights that drive strategic decision-making. You will serve as a subject matter expert for key data sources, ensuring timely access to accurate information and supporting critical business requests. This position also offers the opportunity to independently build, maintain, and enhance forecasting, planning, and decision-support models that help leaders make informed business decisions.
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
Bachelor's 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.
Strong 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.
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Base Pay Salary
The estimated base salary for this role is $71,300-$98,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Finance
Line of Business
FIN Finance
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 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.
Job Description
Ameriprise Financial has an exciting opportunity for a Senior Financial Analyst to join our team. In this role, you will analyze business performance, identify trends, and deliver insights that drive strategic decision-making. You will serve as a subject matter expert for key data sources, ensuring timely access to accurate information and supporting critical business requests. This position also offers the opportunity to independently build, maintain, and enhance forecasting, planning, and decision-support models that help leaders make informed business decisions.
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
Bachelor's 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.
Strong 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.
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Visa Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
Base Pay Salary
The estimated base salary for this role is $71,300-$98,100/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Finance
Line of Business
FIN Finance
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Salary : $71,300 - $98,100