Finance Analyst: Advisor Recruiting & Growth Strategy

ameriprise; United States; Presencial; USD 71 000 - 98 000; Tempo integral

Resumo da oferta

Ameriprise Financial is seeking a Senior Financial Analyst to partner with the Advisor Recruiting organization, delivering rigorous financial analysis and evaluating recruiting economics to support strategic opportunities.

You will collaborate with Recruiting, Field Leadership and senior leaders to drive advisor growth, perform CBAs, model deals, and provide clear recommendations while balancing accuracy and speed in a fast-paced environment.

Qualificações

• Bachelor's degree in Finance, Accounting, Economics, or a quantitative field.
• 3-5 years of experience in a financial/analytical role.
• Strong command of financial modeling and analysis using spreadsheets.
• Attention to detail with a focus on accuracy and quality.
• Proven ability to manage multiple priorities in a deadline-driven environment.
• Demonstrated ability to produce clear analyses and recommendations.
• Strong written and verbal communication, including presenting to management.
• Strong interpersonal skills to collaborate with business partners.

Responsabilidades

• Perform financial modeling and CBAs to support advisor recruiting opportunities.
• Analyze advisor recruiting deals, payout structures, offer economics including profitability and cash flow.
• Partner with recruiting leaders and field management to evaluate advisor packages and growth opportunities.
• Conduct advisor ramp-up and performance analyses using historical and projected data.
• Provide financial recommendations and decision support for recruiting offers to senior leadership.
• Support special projects related to advisor recruiting strategy and compensation programs.

Conhecimentos

Financial modeling

Spreadsheet analysis

Attention to detail

Prioritization

Decision-support

Written & verbal communication

Interpersonal skills

Formação académica

Bachelor's degree in Finance/Accounting/Economics

Ferramentas

Excel

Descrição da oferta de emprego

Ameriprise Financial is seeking a Senior Financial Analyst to partner with the Advisor Recruiting organization, delivering rigorous financial analysis and evaluating recruiting economics to support strategic opportunities.

You will collaborate with Recruiting, Field Leadership and senior leaders to drive advisor growth, perform CBAs, model deals, and provide clear recommendations while balancing accuracy and speed in a fast-paced environment.