Financial Analyst

Reposted Yesterday
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Mid level
Fintech • Payments • Financial Services
The Role
The Financial Analyst will support business finance activities, focusing on forecasting, financial analysis, variance analysis, and creating insightful financial reports while collaborating with the finance team and enhancing business understanding of financial data.
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…
The Business Partnering team within LFO support a variety of business heads with all finance related activities. This includes MI production, expense and headcount management, commentary, budgeting and forecasting, product analysis, ad-hoc analysis and business plans.
Your role, along with the AVP - Finance Business Partner in to which the role reports, will primarily be responsible for product and alternatives for the EMEA & APAC businesses, focusing on profitability modelling, financial analysis and support for product development and production of regular reporting for business partners.

How you'll spend your time...

  • Develop, enhance and run forecasting/planning models and perform variance analysis

  • Create routine reporting by driving variance analysis – focus on providing business context.  Assist in developing commentary around business results.  Perform independent analysis using multiple data sources to derive root cause and track benefits of past

  • Produce insightful & well thought out ad hoc financial reports and analyses on a timely, accurate and consistent basis as required 

  • Develop and maintain relationships with other members of the Finance team to ensure qualitative, well thought out reporting from Finance in the eyes of the wider business

  • Improve the level of understanding of the financial data in the team to enable its members to better assist and support the business 

  • Increase Finance's profile throughout the organisation by the production of value added management information and the contribution of strong financial direction

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

  • Fully Qualified Accountant.

  • Proven experience in a similar financial or analytical role, within Asset Management or Financial Services

  • Established experience with Business Partnering is ideal

  • Demonstrable experience with FP&A, forecasting and month-end/year-end

  • Consistently demonstrates the ability to complete financial modeling tasks and financial analysis using spreadsheets and/or other tools

  • Experience applying accounting and financial concepts to interpret and solve business problems

  • Able to create outputs that support decisions

  • Effective communication skills, with ability to verbally present findings to management

  • Demonstrate basic knowledge of finance, accounting and analytical skills

If you also had this, it would be great…

  • Experience in building relationships that influence and establish credibility across an organization

  • Experience in using data extraction tools such as SQL/Qlik

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

  • Previous experience in financial or analytical role
  • Ability to complete financial modeling tasks and financial analysis using spreadsheets
  • Basic knowledge of finance, accounting and analytical skills
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The Company
HQ: Seguin, TX
40 Employees

What We Do

RBFCU Wealth Management, The Garner Davis Group is a financial advisory practice of Ameriprise Financial Services, LLC. With a combined 39 years of experience, our team uses a financial planning process designed to help high net worth individuals, families and business leaders help manage their finances and assets. AREAS OF FOCUS • Family Finances • Retirement Planning Strategies • Wealth Preservation Strategies • Investment Management • Retirement Plan Distribution • Social Security Retirement Benefits • Small Business • Business Retirement Plans • Tax Planning Strategies CONNECT WITH US Phone: 979-417-0563 | 512-873-2527 OFFICE LOCATIONS 8300 N MOPAC EXPY, Suite 100, Austin, TX 78759 107 THIS WAY, Suite A, Lake Jackson, TX 77566 1 IKEA-RBFCU PKWY, Live Oak, TX 78233-2792 Please visit http://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media

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