Senior Financial Analyst

Senior Financial Analyst

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.

Key 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.

Preferred Qualifications

• 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

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.