Sr Financial Analyst LFO

2 weeks ago

gurugram, India Ameriprise Financial Full time
This role will be primarily focused on supporting the Advice and Wealth Management LFO by reporting and analyzing current and past trends in key performance indicators for specific revenue and expenses, supporting periodic forecast, budgeting and variance analysis intended to provide financial decision support and commentary around the business performance. Also, the role will require to reconcile the advisor E&O expenses and recoveries through various sources of information under strict timelines.

Key Responsibilities

Monitor and analyze current and past trends impacting business performance including Expenses and revenues. Prepare periodic reports and dashboards for Sr. Management reviews. Prepare periodic forecast, annual planning and identify risks, opportunities and trends. Deep dive in order to reconcile advisor E&O expenses and recoveries through various sources of information under strict timelines. Provide support on ad-hoc projects based on the business requirements.


Required Qualifications

Bachelor's degree in commerce and/or MBA. 4-6 Years of relevant experience. Proficiency in MS Office applications (Word, Power Point and Excel). Understanding of Planning and Forecasting Concepts. Understanding of Financial and Accounting Concepts. Financial Analysis and problem solving experience. Strong communication, interpersonal, organizational and time-management skills.


Preferred Qualifications

Understanding of Workday Journal Ledger. Understanding of MS Access. Understanding of Hyperion/Essbase.S Access

About Our Company
Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 125 years. We are a U.S. based financial planning company headquartered in Minneapolis with a global presence. The firm’s focus areas include Asset Management and Advice, Retirement Planning and Insurance Protection. Be part of an inclusive, collaborative culture that rewards you for your contributions and work with other talented individuals who share your passion for doing great work. You’ll also have plenty of opportunities to make your mark at the office and a difference in your community. So if you're talented, driven and want to work for a strong ethical company that cares, take the next step and create a career at Ameriprise India LLP.

Ameriprise India LLP is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, genetic information, age, sexual orientation, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Timings

(2:00p-10:30p)

India Business Unit

AWMPO AWMP&S President's Office

Job Family Group

Finance

  • Sr Financial Analyst LFO

    2 weeks ago

    Gurugram, India Ameriprise Financial Full time

    This role will be primarily focused on supporting the Advice and Wealth Management LFO by reporting and analyzing current and past trends in key performance indicators for specific revenue and expenses, supporting periodic forecast, budgeting and variance analysis intended to provide financial decision support and commentary around the business performance....

  • Sr Financial Analyst LFO

    2 weeks ago

    Gurugram, India Ameriprise Financial Full time

    This role will be primarily focused on supporting the Advice and Wealth Management LFO by reporting and analyzing current and past trends in key performance indicators for specific revenue and expenses, supporting periodic forecast, budgeting and variance analysis intended to provide financial decision support and commentary around the business performance....

  • Lead Financial Analyst

    3 weeks ago

    gurugram, India Ameriprise Financial Full time

    Description SummaryThis role primarily focused on conducting business performance analysis to assess risk and opportunities, incorporating trend analysis to assess business implications, and analyzing data to support global reporting, planning and forecasting. Creates, maintains and enhances models used in decision support and analyzing segment...

  • Lead Financial Analyst

    3 weeks ago

    Gurugram, India Ameriprise Financial Full time

    Description Summary This role primarily focused on conducting business performance analysis to assess risk and opportunities, incorporating trend analysis to assess business implications, and analyzing data to support global reporting, planning and forecasting. Creates, maintains and enhances models used in decision support and analyzing segment...

  • Lead Financial Analyst

    2 weeks ago

    Gurugram, India Ameriprise Financial Full time

    Description Summary This role primarily focused on conducting business performance analysis to assess risk and opportunities, incorporating trend analysis to assess business implications, and analyzing data to support global reporting, planning and forecasting. Creates, maintains and enhances models used in decision support and analyzing segment...

  • Sr. Legal Analyst

    3 weeks ago

    Gurugram, India Ameriprise Financial Full time

    The General Counsel’s Organization (GCO) team in India, includes the legal and compliance functions that support Ameriprise Financial and its subsidiaries. The team plays a major an important role in mitigating and managing legal, compliance risks for the firm. We are seeking to identify a qualified candidate for the “Senior Legal Analyst -...

  • Sr. Legal Analyst

    2 weeks ago

    Gurugram, India Ameriprise Financial Full time

    The General Counsel’s Organization (GCO) team in India, includes the legal and compliance functions that support Ameriprise Financial and its subsidiaries. The team plays a major an important role in mitigating and managing legal, compliance risks for the firm. We are seeking to identify a qualified candidate for the “Senior Legal Analyst -...

  • Financial Planning Analyst

    2 weeks ago

    Gurugram, India Ameriprise Financial Full time

    Support advisors in creating and delivering comprehensive financial plans for their retail clients. Key Responsibilities Support financial advisors based in U.S. to create comprehensive and compliant financial plans for their clients, at individual/household level Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful...

  • Financial Analyst

    2 days ago

    gurugram, India American Express Full time

    You Lead the Way. We’ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you...

  • Financial Analyst II

    2 weeks ago

    Gurugram, India AMEX Full time

    You Lead the Way. Weve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, youll learn and grow as we help you create a...

  • Financial Analyst II

    2 weeks ago

    Gurugram, India American Express Full time

    You Lead the Way. We’ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create...

  • Financial Analyst II

    2 weeks ago

    Gurugram, India American Express Full time

    You Lead the Way. We’ve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create...

  • Financial Analyst II

    7 days ago

    gurugram, India AMEX Full time

    You Lead the Way. Weve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, youll learn and grow as we help you create a...

  • Financial Analyst II

    2 weeks ago

    Gurugram, India AMEX Full time

    You Lead the Way. Weve Got Your Back. With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, youll learn and grow as we help you create a...

  • Analyst Financial Advisory Support

    3 weeks ago

    gurugram, India Ameriprise Financial Full time

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with anemphasis on creating and delivering a unique client experience that defines and differentiates advisors’practices. This position will...

  • Analyst Financial Advisory Support

    3 weeks ago

    Gurugram, India Ameriprise Financial Full time

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors’ practices. This position...

  • Analyst Financial Advisory Support

    2 weeks ago

    Gurugram, India Ameriprise Financial Full time

    The candidate will be responsible to work with a dedicated advisor/ a team of financial advisors and staff to help provide outstanding service to our clients. It will assist in managing and organizing office workflow with an emphasis on creating and delivering a unique client experience that defines and differentiates advisors’ practices. This position...

  • Sr Quant Model Validator

    3 weeks ago

    gurugram, India Ameriprise Financial Full time

    The Sr. Manager of Quantitative Model Validation position will report directly to VP – Quantitative Model Validation Manager and manages a team of quantitative model validation analysts to test and evaluate the conceptual soundness of models and assess limitations and suitability for use. Key Responsibilities: Subject matter authority in the key model...

  • Sr Quant Model Validator

    3 weeks ago

    Gurugram, India Ameriprise Financial Full time

    The Sr. Manager of Quantitative Model Validation position will report directly to VP – Quantitative Model Validation Manager and manages a team of quantitative model validation analysts to test and evaluate the conceptual soundness of models and assess limitations and suitability for use. Key Responsibilities: Subject matter authority in the key model...

  • Sr Quant Model Validator

    4 days ago

    gurugram, India Ameriprise Financial Full time

    The Sr. Manager of Quantitative Model Validation position will report directly to VP – Quantitative Model Validation Manager and manages a team of quantitative model validation analysts to test and evaluate the conceptual soundness of models and assess limitations and suitability for use. Key Responsibilities: Subject matter authority in the key model...