Senior Financial Analyst

Threadneedle group

Minneapolis (MN)

Hybrid

USD 71,000 - 98,000

Full time

3 days ago
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Job summary

Ameriprise Financial is seeking a Senior Financial Analyst to partner with the Advisor Recruiting organization in Minneapolis. You will deliver rigorous financial analyses, develop CBAs, and evaluate payout structures and deal economics to inform recruiting decisions.

You will collaborate with Recruiting, Field Leadership, and senior leaders to model growth opportunities, ramp analyses, and strategic initiatives, guiding leadership with clear recommendations.

Qualifications

  • 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 and analytical tools.
  • Attention to detail with a focus on accuracy and quality.
  • Proven ability to manage multiple priorities in a deadline-driven environment.
  • Strong written and verbal communication skills.

Responsibilities

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

Skills

Financial modeling
Data analysis
Attention to detail
Project management
Communication

Education

Bachelor's degree in Finance, Accounting, Economics

Tools

Excel

Job description

## Senior Financial AnalystApply: Hybrid: Minneapolis, Minnesota: Full time: Posted Today: End Date: November 6, 2026 (30+ days left to apply): R26\\_3858**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 and we are looking to hire a Senior Financial Analyst who will be a key Finance partner supporting the Ameriprise Advisor Recruiting organization. This role helps drive advisor growth by delivering rigorous financial analysis, evaluating recruiting economics, decision support, and strategic recommendations that help evaluate recruiting opportunities. The position partners closely with several Business partners including the Recruiting team, Field Leadership, and Senior leaders to support strategic recruiting decisions.**Primary Responsibilities*** Perform financial modeling and Cost Benefit Analyses (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, acquisitions, and growth opportunities.* Conduct advisor ramp-up and performance analyses using historical and projected business data.* Provide financial recommendations and decision support for recruiting offers to senior leadership.* Support special projects related to advisor recruiting strategy, compensation programs, and business growth initiatives. **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.* 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, decision‐supporting analyses and recommendations.* Strong written and verbal communication skills, including experience presenting to management.* Strong interpersonal skills to collaborate with Business partners and build strong relationships.**Preferred Qualifications*** Experience in building relationships that influence and establish credibility across an organization – to business partners, senior finance leadership, other finance areas, etc. **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.*
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