Lead Financial Analyst LFO

Posted 9 Days Ago
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Noida, Gautam Buddha Nagar, Uttar Pradesh
5-7 Years Experience
Fintech
The Role
The Lead Financial Analyst will support the Insurance and Annuities LFO group by conducting spread calculations and analysis, providing management reporting, handling sales reporting, preparing cash guidance reports, and offering forecasting support for annuity spread income.
Summary Generated by Built In

This role will be primarily focused on supporting the Insurance and Annuities LFO group by providing monthly management reporting support with the primary responsibility for performing spread calculations and analysis for the annuity business, facilitate the completion of the reporting package, weekly/monthly sales reporting, preparing the daily/weekly cash guidance report and provide periodic forecasting support for annuity spread income and support the adhoc business requests.

Key Responsibilities

  • Monitor and analyze current and past trends impacting business performance for Annuity business including effective commentary around business results.
  • Act as an SME for Spread calculations. Perform independent analysis using multiple data sources to assist in decision making.
  • Proactively identifies trends to facilitate decision making and deliver results.
  • Responsible for quality of work supporting decisions.
  • Lead processes to ensure all tasks completed in timely and efficient manner, identifies issues and escalates when necessary.
  • Partner with business and strategy to create value added analysis which drives informed decision making and future profitability and growth
  • Responsible for developing forecasts that are insightful and helpful to senior business and finance management for Annuity spread business

Required Qualifications

  • 5-7 years of relevant experience
  • Exceptional analytical abilities, incl proficiency in Microsoft Office (Excel; PowerPoint; Word). Ability to complete medium to advanced Fin analysis 
  • Experience applying accounting and financial concepts to interpret and solve business problems
  • Ability to manage multiple tasks, effective usage of prioritization and work collaboratively with many partners
  • Strong interpersonal and influencing skills; ability to lead up to finance and business leaders as well as across the organization
  • Strong written/verbal communication skills. Ability to communicate complex issues in a clear, concise, and understandable manner
  • Finance degree and work experience in finance or related reporting

Preferred Qualifications

  • Expertise with Hyperion, Essbase
  • Experience with intercontinental organizational structures (i.e. leaders/business partners in multiple geographies)
  • Strong need to lead up and across to business partners and finance personnel
  • Experience in presenting to senior management

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

Top Skills

Essbase
Hyperion
MS Office
The Company
Minneapolis, MN
16,649 Employees
On-site Workplace
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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