Lead Financial Analyst LFO

About Our Company

Ameriprise India LLP has been providing client based financial solutions to help clients plan and achieve their financial objectives for 20 years. We are part of Ameriprise Financial Inc., a US financial planning company headquartered in Minneapolis with a global presence and diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. 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.

Job Description

This role primarily focused forecasting, planning and decision support with a primary focus on metrics/KPI. Responsible for conducting business performance analysis to assess risk and opportunities, incorporating trend analysis to assess business implications. Creates, maintains and enhances models used in decision support and analyzing segment performance. Partners with the business to adjust assumptions or offer parameters

Key Responsibilities

• Develop, improve and operate Planning/ Forecasting models and perform analysis (variance, trend etc).
• Primary focus on Client & Advisor Metric model with future enhancements.
• Create consolidate governance, risk assessment reports, leader assessments and global surveys – focusing 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 decisions.
• Ad hoc projects, Analytics to support deep dives/ queries during the Planning & Forecasting cycles throughout the year.
• Keep an eye for simplification/ enhancement/ overhauling of the Planning & Forecasting models to make future reporting and analysis more efficient/ effective.

Required Qualifications

• 5-8 years of relevant experience.
• Proficiency in MS Office applications (Word, Power Point, Access and Excel).
• Strong analytical and problem-solving skills with intellect to both develop and challenge explanations & arguments.
• Experience in working and managing relationships with global teams
• Strong interpersonal and influencing skills; ability to lead up to finance and business leaders
• Adaptable to change and ability to work in a challenging and often pressured environment
• Effective time management and communication skills essential to manage workload and prioritize tasks

Preferred Qualifications

• Microsoft Access.
• Hyperion/Essbase.
• Workday
• Experience in presenting to senior management
• VBA/Macro/SQL

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 three (3) days per week, with flexibility to work from home two (2) days 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(2:00p-10:30p)AWMPO AWMP&S President's OfficeFinance

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, military status, veteran status, marital status, pregnancy, family status 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 participate in the application or interview process, speak to your recruiter to discuss how we can support you.