Senior Financial Analyst

Responsibilities

• Own month‑end results reporting activities for the business, ensuring accurate, timely, and well‑explained results.
• Perform independent, fact‑based analysis using multiple data sources to identify root causes, quantify impacts, and track benefits from prior decisions.
• Develop concise, executive‑ready commentary explaining performance, risks, and emerging trends.
• Enhance and maintain forecast and planning models that are aligned with business drivers.
• Assess the forecast and the financial implications of business decisions, strategy changes, and advisor initiatives.
• Partner with the business on new initiatives and review Cost‑Benefit Analyses (CBAs), identify risks, gaps, or assumption issues, and work with partners to resolve prior to approval.
• Required Qualifications
• Bachelor's degree (or equivalent) in Finance, Accounting, Economics, or a quantitative field.
• 3-5 years of experience in a financial, analytical, or related role.
• Strong command of financial modeling and analysis using spreadsheets and analytical tools.
• Experience with accounting and financial concepts with the ability to apply them to business decisions.
• Demonstrated ability to produce clear, decision‑supporting analyses and recommendations.
• Strong written and verbal communication skills, including experience presenting to management.
• Strong interpersonal skills to collaborate with the business and help support new initiatives.

Requirements

• MBA or other advanced degree and/or professional certification (e.g., CFA, CPA).
• Demonstrated ability to influence, build credibility, and operate effectively with senior leadership.
• In-Office Collaboration
• 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
• Full-Time/Part-Time
• Full time
• Exempt/Non-Exempt
• Exempt
• Job Family Group
• Finance
• Line of Business
• FIN Finance
• We are committed to foster

Benefits

Additional Information

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 We are looking to hire a Senior Financial Analyst in the Advice and Wealth Management (AWM) LFO team. In this role you will support the Franchise Advisor Group (AFG) platform, partnering closely with the business and finance leadership to deliver accurate month end results, forward looking insights, and decision ready analyses. This role owns core financial processes, including results reporting, forecasting, and planning-while providing analytical support for business decisions impacting advisor growth, retention, and profitability.

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