Financial Analyst

🕒 May 15

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Ameriprise Financial Services, LLC

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 1894

💸 Finance

💳 Fintech

Finance • Fintech

Ameriprise Financial Services, LLC is a leading provider of personalized financial planning and advice. The company emphasizes one-to-one financial advice to help clients reach their unique financial goals and offers complimentary consultations with its financial advisors. Ameriprise is well-regarded in the investment industry, providing award-winning service focused on client satisfaction. With the support of their Investment Research Group, Ameriprise advisors provide clients with objective research, actionable investment strategies, and ongoing market and economic analysis. The company also prioritizes online security and privacy for clients accessing their accounts and financial documents online.

📋 Description

• Develop, enhance and run forecasting/planning models and perform variance analysis. • 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. • Produce insightful & well thought out ad hoc financial reports and analyses on a timely, accurate and consistent basis as required. • Develop and maintain relationships with other members of the Finance team to ensure qualitative, well thought out reporting from Finance in the eyes of the wider business. • Improve the level of understanding of the financial data in the team to enable its members to better assist and support the business. • Increase Finance's profile throughout the organisation by the production of value added management information and the contribution of strong financial direction

🎯 Requirements

• 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 create outputs that support decisions. • Effective communication skills, with ability to verbally present findings to management. • Demonstrate basic knowledge of finance, accounting and analytical skills. • Experience in building relationships that influence and establish credibility across an organization • Experience in using data extraction tools such as SQL/Qlik

🏖️ Benefits

• Flexible work arrangements • Professional development opportunities