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Ameriprise Financial Services, LLC

Senior Financial Analyst

Ameriprise Financial Services, LLC

Senior Financial Analyst supporting AWM team with month-end reporting, forecasting, and business decision analysis. Collaborating with business and finance leadership for accurate results and insights.

Posted 5/20/2026full-timeMinneapolis • Minnesota • 🇺🇸 United StatesSenior💰 $71,300 - $98,100 per yearWebsite

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • 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.

Benefits

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial modelingdata analysisforecastingCost-Benefit Analysisquantitative analysisspreadsheetsanalytical toolsfinancial conceptsperformance analysisrisk assessment
Soft Skills
communication skillsinterpersonal skillscollaborationanalytical thinkingdecision-makingpresentation skillsproblem-solvingattention to detailexecutive communicationadaptability