Senior Financial Analyst

Ameriprise Financial Services, LLC; Minneapolis (MN); Hybride; USD 71 000 - 98 000; Plein temps

Avantages offerts par ce poste

Vacation time

Sick time

401(k)

Health, dental and life insurances

Résumé du poste

Ameriprise Financial is seeking a Senior Financial Analyst to partner with the Advisor Recruiting organization, delivering rigorous financial analysis, evaluating recruiting economics, and providing strategic recommendations to support recruiting opportunities. This role collaborates with Recruiting, Field Leadership, and senior leaders to guide advisor growth.

Key responsibilities include financial modeling, deal analysis, and advising on packages and ramp-up, with a focus on data-driven

Qualifications

• Bachelor’s degree (or equivalent) 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 with management presentation experience.
• Ability to collaborate with business partners and build relationships.

Responsabilités

• 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 data.
• Provide financial recommendations and decision support for recruiting offers to senior leadership.
• Support special projects related to advisor recruiting strategy, compensation programs, and growth initiatives.

Connaissances

Financial modeling

P&L analysis

CBAs

Payout analysis

Communication

Time management

Formation

Bachelor’s degree in Finance/Accounting/Economics

Outils

Excel

Description du poste

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.

• vacation time
• sick time
• 401(k)
• health, dental and life insurances

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Finance

Line of Business

FIN Finance

Equal Employment Opportunity

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.