Sr Business Analyst

Reposted 6 Days Ago
Minneapolis, MN, USA
In-Office
82K-102K Annually
Senior level
Fintech • Payments • Financial Services
The Role
Analyze complex business issues using quantitative methods, statistical modeling, and data from multiple sources. Recommend solutions, manage cross-functional relationships, support projects through implementation, validate and resolve reporting issues, produce routine and ad hoc reports, and present findings and action plans to business leaders and partners. The role also serves as a liaison among business, utility, and external stakeholders.
Summary Generated by Built In

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Job Description

Support business decision-making by providing financial or statistical analysis that lead to recommended solutions for business issues as appropriate. Provide project support from design through implementation and monitoring. Be the liaison between the business, utility functions, and at times external parties to accomplish business objectives.

Key Responsibilities

  • Use data from a variety of sources to analyze complex business issues, incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes. Identify issues and/or recommend actions by using statistical analysis, modeling, & other quantitative techniques.
  • Manage multiple relationships across the organization, and at times with external parties and clients. Be the main point of contact to answer questions within the business area of expertise. Act as a liaison among the business and utility functions to gather information and share best practices, and to ensure initiatives are executed appropriately.
  •  Provide and review reports of quantitative and qualitative data produced both internally and externally to the company. Ensure accuracy and appropriate report design. Be responsible for resolution to reporting issues as they arise. Run routine or ad hoc reports as requested or as business needs arise.
  • Present results of analysis and/or recommendations to the business, utility partners, and at times external parties. Communicate action plans and priorities to appropriate partners

Required Qualifications

  • Strong analytical, quantitative, and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications. 
  • Strong relationship and communication skills in working with colleagues and influencing customers on recommendations and analysis. 
  • In-depth knowledge of business operations and processes with ability to articulate these processes to others
  • Bachelors degree or equivalent
  • 5+ years of experience

Preferred Qualifications

  • Experience working with Snowflake, AWS Athena, or cloud-based data lake environments. Background in insurance, annuities, wholesaling, or financial services.
  • Understanding of sales, wholesaling, or distribution related metrics.
  • Experience partnering closely with leadership to define, refine, and evolve business metrics.
  • Familiarity with BI or analytics best practices, including data validation and metric governance.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

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.

Base Pay Salary

The estimated base salary for this role is $81,700-102,000/year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business  

RSA Annuities

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, 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.

Skills Required

  • Strong analytical, quantitative, and problem-solving skills
  • Ability to use statistical analysis and modeling with associated technology applications
  • Strong relationship and communication skills
  • Ability to influence customers on recommendations and analysis
  • In-depth knowledge of business operations and processes
  • Ability to articulate business processes to others
  • Bachelor's degree or equivalent
  • 5+ years of experience
  • Experience with Snowflake, AWS Athena, or cloud-based data lake environments
  • Background in insurance, annuities, wholesaling, or financial services
  • Understanding of sales, wholesaling, or distribution-related metrics
  • Experience partnering with leadership to define, refine, and evolve business metrics
  • Familiarity with BI or analytics best practices, data validation, and metric governance
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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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