Finance Systems Analyst

Posted 2 Days Ago
Be an Early Applicant
3 Locations
In-Office
Mid level
Fintech
The Role
Lead identification, design, and implementation of automation and reporting across Controllership. Build Python solutions for data collection, reconciliation and controls; develop Power BI/Tableau dashboards; support Microsoft Fabric and evaluate AI/Copilot use cases. Partner with stakeholders, drive continuous improvement, document solutions, and provide training to increase automation and operational transparency.
Summary Generated by Built In

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,300 people working together. Our capability is diverse with more than 550 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements. Our unwavering focus on our clients and strong financial foundation connects each of our enterprise businesses — Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities.

Job Description

Where you’ll fit in & what our team goals are…
We are looking for someone with a strong technology background and inclination to join our team, playing a key part in transforming our function through the use of technology, automation, data analytics, and process improvement. You will be part of Columbia Threadneedle Investments where the role sits within the Controllership function within Finance.
The team is around 70 globally across UK, Luxembourg, India, Apac and North America. The function is responsible for "record to report" comprising revenue and expense accruals and billing through to the preparation of statutory accounts, regulatory and statistical submissions, and financial board reporting.

How you'll spend your time...

  • The role will help shape the Controllership and Finance functions of the future and our journey to achieve these.

  • The individual will contribute to and lead the identification, design, and implementation of automation opportunities across the Controllership function.  

  • Develop Python-based solutions to automate data collection, reconciliation, reporting, validation, and control activities.

  • Build and maintain Power BI dashboards and reporting solutions to improve management insight and operational transparency.

  • Support the adoption and development of new tools such as Microsoft Fabric including data integration, analytics, and reporting solutions and evaluate emerging technologies, including AI and Copilot capabilities, and identify practical use cases within Finance..

  • Partner with teams across the business to design scalable reporting and data solutions. Establish and promote best practices around automation, documentation, governance, and change management.

  • The individual will drive continuous improvement initiatives to simplify reporting processes and reduce manual effort.  Enhance controls through automation and exception-based monitoring.  Support and lead implementation of strategic finance transformation initiatives.  Document solutions and maintain appropriate governance over key processes and tools.

  • Stakeholder management is an important part of the role.  They will need to build strong relationships with stakeholders across Finance, Risk, Compliance, Technology, and Data teams.  Translate complex finance requirements into practical technology solutions.  Provide training and support to finance colleagues to encourage broader adoption of technology and automation tools.  Act as a technology champion within the Controllership organization.

To be successful in this role you will have...

  • Experience coding in python or using AI tools to code in python

  • Experience developing dashboards in business intelligence tools such as Power BI or Tableau

  • Experience working in a Finance function.

  • The individual must be inquisitive and a self starter with a proven ability to deliver change and a desire for continuous improvement.

If you also had this, it would be great...

  • Experience in financial services would be beneficial. 

  • Has a flexible attitude to work and can work well in a multi-tasking environment;

  • Ability to manage multiple deliverables under tight deadlines.

  • Familiarity with technologies such as Microsoft Fabric, Workday, Copilot, Power Automate (or alternate robotics), VBA and Alteryx, is advantageous, though not essential.

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.

Full-Time/Part-Time

Full time

Worker Sub Type

Permanent

Job Family Group

Finance

Columbia Threadneedle is a people business, and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to fostering an inclusive and performance-based culture where everyone can belong, grow, contribute and realise their potential.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Columbia Threadneedle Investments is an equal opportunity employer. We consider all qualified applicants without regard to racial or ethnic background, religion or belief, sex or gender, nationality, genetic information, age, sexual orientation, gender identity, disability, marital status, pregnancy or maternity 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 aid your participation in the application or interview process, speak to your recruiter to discuss how we can support you.

Skills Required

  • Experience coding in Python or using AI tools to code in Python
  • Experience developing dashboards in business intelligence tools such as Power BI or Tableau
  • Experience working in a Finance function
  • Inquisitive, self-starter with ability to deliver change and focus on continuous improvement
  • Stakeholder management and ability to translate finance requirements into technology solutions
  • Experience in financial services
  • Familiarity with Microsoft Fabric, Workday, Copilot, Power Automate, VBA, Alteryx
  • Flexible attitude, ability to multitask and manage multiple deliverables under tight deadlines

Ameriprise Financial Services, LLC Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Ameriprise Financial Services, LLC and has not been reviewed or approved by Ameriprise Financial Services, LLC.

  • Retirement Support Feedback suggests a 401(k) with company contributions and financial well‑being programs strengthens long‑term savings. Employee stock purchase access and planning subsidies further support retirement readiness.
  • Strong & Reliable Incentives Feedback suggests annual and long‑term performance incentives, alongside variable or commission components in advisor roles, can create meaningful upside for certain positions. Licensing support and bonus opportunities reinforce a performance‑linked pay mix.
  • Flexible Benefits Feedback suggests flexible work options, the ability to purchase extra vacation, and paid volunteer time provide adaptable benefits for different life needs. On‑site clinic and fitness resources at headquarters and wellbeing programs add convenient lifestyle support.

Ameriprise Financial Services, LLC Insights

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The Company
HQ: Minneapolis, MN
16,649 Employees
Year Founded: 1894

What We Do

Ameriprise Financial has helped millions of clients feel confident about their financial futures for more than 125 years. Our network of approximately 10,000 financial advisors* delivers personalized financial advice to help clients reach their goals. We believe that with the right advisor, the right advice, and the right firm, life can be brilliant. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Learn how you can build your career at Ameriprise Financial. *Ameriprise Financial Q2 2020 Statistical Supplement All content on this page is provided for informational purposes only and should not be used as the sole basis for investment decisions. Ameriprise Financial cannot guarantee future financial results. Investment products are not federally or FDIC insured, are not deposits or obligations of, or guaranteed by, any financial institution, and involve investment risks including possible loss of the entire amount invested. By clicking on a hyperlink, you may be directed to a non-Ameriprise website. Be aware that the linked site will be subject to rules, regulation, and privacy and security provisions that are separate, and may differ, from Ameriprise Financial. Investment advisory products and services are made available through Ameriprise Financial Services, LLC., a registered investment adviser.

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