Senior Manager, Financial Reporting

00001 Ameriprise Financial Inc; Charlotte (NC); On-site; USD 115,000 - 157,000; Full time

Benefits offered by this job

401(k)

Health Insurance

Dental

Life insurance

Bonus

Commissions

Long-term incentives

Vacation time

Sick time

Job summary

Ameriprise Financial Inc. seeks a Senior Manager of Financial Reporting to lead external and regulatory reporting for Ameriprise Bank and Ameriprise Financial, partnering with senior leadership on complex transactions and evolving regulatory requirements.

You will supervise quarterly regulatory filings, ensure GAAP disclosures, and drive control improvements while coordinating with internal partners to deliver high-quality financial information.

Qualifications

• Bachelor's degree in accounting or related field.
• 7+ years of external or regulatory reporting experience in a financial services company.
• Proven ability to lead through change in a fast-paced, deadline-driven environment.
• Strong attention to detail and ability to problem-solve.
• Excellent written and oral communication skills.

Responsibilities

• Oversee the preparation and review of external reports filed with regulators on a quarterly basis.
• Ensure Bank regulatory filings and SEC disclosures comply with FRB, OCC, SEC and GAAP.
• Partner with internal stakeholders to ensure timely delivery of high-quality information supporting reporting.
• Manage Bank Holding Company regulatory filings and ensure alignment across filings.
• Review schedules and assist with ad-hoc projects like technical reporting research and financial statement analysis.
• Review and approve selected accounting journal entries for accuracy and control compliance.
• Participate in enterprise and bank initiatives, advising on accounting considerations and reporting impacts.
• Design and monitor internal controls over financial reporting and coordinate with internal auditors.

Skills

Attention to detail

Communication skills

Leadership

Problem solving

Regulatory knowledge

Education

Bachelor's degree in accounting or related field

Job description

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 for a Senior Manager of Financial Reporting to play a key role in the preparation and delivery of regulatory and external financial reporting for Ameriprise Bank and Ameriprise Financial. This role offers broad exposure to senior leadership, complex transactions, and evolving regulatory requirements, with the opportunity to influence reporting outcomes and support strategic initiatives.

Key Responsibilities

• Oversee the preparation and review of external reports filed with regulators on a periodic basis, primarily quarterly.
• This role is responsible for ensuring that Bank regulatory filings and SEC disclosures are in compliance with FRB, OCC, SEC and GAAP reporting requirements.
• Partner with internal stakeholders to ensure quality and timely delivery of high-quality information supporting external and regulatory reporting.
• Manage and review various Bank Holding Company regulatory filings, ensuring accuracy, consistency, and alignment across all filings and disclosures.
• Regulatory submissions include FR Y-9C, FR Y-9LP, FR Y-12, capital calculations, and other required filings.
• Review monthly/quarterly schedules used for both internal and external purposes, and assist with ad-hoc projects, such as technical reporting research, financial statement analysis, and review of peer group report filing disclosures.
• Review and approve selected accounting journal entries to ensure accuracy, proper documentation, and compliance with GAAP and internal control requirements.
• Actively participate in enterprise and bank-specific initiatives, product launches, and complex transactions by assessing financial reporting and regulatory reporting impacts, advising business partners on accounting considerations, and supporting implementation of related reporting requirements and controls.
• Design and monitor effective internal controls over financial reporting and work closely with internal auditors to complete reviews/audits in a timely manner.
• Provide work direction and thought leadership to a team of accountants.
• Review of report documentation prepared by reporting staff.
• Prioritize department workflow to meet critical deadlines.

Required Qualifications

• Bachelor's degree in accounting or related field
• 7+ years of external reporting or regulatory reporting experience with financial services company
• Proven ability to lead through change and handle detailed work in a fast-paced, deadline-driven environment
• Strong attention to detail and ability to problem solve
• Excellent written and oral communication skills

Preferred Qualifications

• Experience with bank regulatory reporting
• Certified Public Accountant (CPA)
• Demonstrated experience leading and developing staff
• Strong experience interpreting and applying GAAP and regulatory guidance
• Ability to communicate complex accounting and reporting matters clearly to leadership and business partners

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 $114,500 - $157,400 / 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.

Benefits

• vacation time
• sick time
• 401(k)
• health
• dental
• life insurances
• bonus
• commissions
• long-term incentives

Full-Time/Part-Time

Full time Exempt/Non-Exempt Exempt

Job Family Group

Finance Line of Business FIN Finance Ameriprise Financial

Equal Opportunity Employment

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.

Our History & Culture

Since 1894, Ameriprise Financial has helped people feel more confident about their financial future. Guided by strong values and a deep commitment to clients, we've remained a trusted leader in financial planning and advice for more than 130 years. Through our businesses, Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance & Annuities, we deliver advice, investment and protection solutions designed for long-term success. While each business brings distinct capabilities and expertise, all are united by our unwavering focus on clients and a strong financial foundation. For you, that means the opportunity to build a meaningful career in a high-performing, collaborative culture where your expertise can grow, your contributions are valued and your work can make a real impact. As a global financial services company with three complementary businesses, the breadth of our capabilities sets us apart. It also creates unique opportunities for employees to learn, collaborate and grow their careers: Ameriprise Financial: Financial planning, advice and wealth management. Columbia Threadneedle Investments: Global asset management serving individual, institutional and corporate clients. RiverSource Insurance & Annuities: Products and solutions designed to help clients protect and grow their wealth. Explore opportunities within each business and region below. Ameriprise US | Careers Ameriprise India | Careers Columbia Threadneedle Investments US | Careers Columbia Threadneedle Investments EMEA APAC | Careers RiverSource | Careers