What are the responsibilities and job description for the Senior Manager, Financial Reporting 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 Manager of Financial Reporting to play a key role in the preparation and delivery of regulatory and external financial reporting for Ameriprise Bank and Ameriprise Financial. This role offers broad exposure to senior leadership, complex transactions, and evolving regulatory requirements, with the opportunity to influence reporting outcomes and support strategic initiatives.
Key Responsibilities
Oversee the preparation and review of external reports filed with regulators on a periodic basis, primarily quarterly. This role is responsible for ensuring that Bank regulatory filings and SEC disclosures are in compliance with FRB, OCC, SEC and GAAP reporting requirements. Partner with internal stakeholders to ensure quality and timely delivery of high-quality information supporting external and regulatory reporting.
Manage and review various Bank Holding Company regulatory filings, ensuring accuracy, consistency, and alignment across all filings and disclosures. Regulatory submissions include FR Y-9C, FR Y-9LP, FR Y-12, capital calculations, and other required filings.
Review monthly/quarterly schedules used for both internal and external purposes, and assist with ad-hoc projects, such as technical reporting research, financial statement analysis, and review of peer group report filing disclosures.
Review and approve selected accounting journal entries to ensure accuracy, proper documentation, and compliance with GAAP and internal control requirements.
Actively participate in enterprise and bank-specific initiatives, product launches, and complex transactions by assessing financial reporting and regulatory reporting impacts, advising business partners on accounting considerations, and supporting implementation of related reporting requirements and controls.
Design and monitor effective internal controls over financial reporting and work closely with internal auditors to complete reviews/audits in a timely manner.
Provide work direction and thought leadership to a team of accountants. Review of report documentation prepared by reporting staff. Prioritize department workflow to meet critical deadlines.
Required Qualifications
Bachelor's degree in accounting or related field
7 years of external reporting or regulatory reporting experience with financial services company
Proven ability to lead through change and handle detailed work in a fast-paced, deadline-driven environment
Strong attention to detail and ability to problem solve
Excellent written and oral communication skills
Preferred Qualifications
Experience with bank regulatory reporting
Certified Public Accountant (CPA)
Demonstrated experience leading and developing staff
Strong experience interpreting and applying GAAP and regulatory guidance
Ability to communicate complex accounting and reporting matters clearly to leadership and business partners
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 $114,500 - $157,400 / 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 Manager of Financial Reporting to play a key role in the preparation and delivery of regulatory and external financial reporting for Ameriprise Bank and Ameriprise Financial. This role offers broad exposure to senior leadership, complex transactions, and evolving regulatory requirements, with the opportunity to influence reporting outcomes and support strategic initiatives.
Key Responsibilities
Oversee the preparation and review of external reports filed with regulators on a periodic basis, primarily quarterly. This role is responsible for ensuring that Bank regulatory filings and SEC disclosures are in compliance with FRB, OCC, SEC and GAAP reporting requirements. Partner with internal stakeholders to ensure quality and timely delivery of high-quality information supporting external and regulatory reporting.
Manage and review various Bank Holding Company regulatory filings, ensuring accuracy, consistency, and alignment across all filings and disclosures. Regulatory submissions include FR Y-9C, FR Y-9LP, FR Y-12, capital calculations, and other required filings.
Review monthly/quarterly schedules used for both internal and external purposes, and assist with ad-hoc projects, such as technical reporting research, financial statement analysis, and review of peer group report filing disclosures.
Review and approve selected accounting journal entries to ensure accuracy, proper documentation, and compliance with GAAP and internal control requirements.
Actively participate in enterprise and bank-specific initiatives, product launches, and complex transactions by assessing financial reporting and regulatory reporting impacts, advising business partners on accounting considerations, and supporting implementation of related reporting requirements and controls.
Design and monitor effective internal controls over financial reporting and work closely with internal auditors to complete reviews/audits in a timely manner.
Provide work direction and thought leadership to a team of accountants. Review of report documentation prepared by reporting staff. Prioritize department workflow to meet critical deadlines.
Required Qualifications
Bachelor's degree in accounting or related field
7 years of external reporting or regulatory reporting experience with financial services company
Proven ability to lead through change and handle detailed work in a fast-paced, deadline-driven environment
Strong attention to detail and ability to problem solve
Excellent written and oral communication skills
Preferred Qualifications
Experience with bank regulatory reporting
Certified Public Accountant (CPA)
Demonstrated experience leading and developing staff
Strong experience interpreting and applying GAAP and regulatory guidance
Ability to communicate complex accounting and reporting matters clearly to leadership and business partners
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 $114,500 - $157,400 / 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 : $114,500 - $157,400