Job Description

This role will be primarily focused on supporting the Advice and Wealth Management LFO by reporting and analyzing current and past trends in key performance indicators for specific revenue and expenses, supporting periodic forecast, budgeting and variance analysis intended to provide financial decision support and commentary around the business performance. Also, the role will require to reconcile the advisor E&O expenses and recoveries through various sources of information under strict timelines.Key Responsibilities

• Monitor and analyze current and past trends impacting business performance including Expenses and revenues.
• Prepare periodic reports and dashboards for Sr. Management reviews.
• Prepare periodic forecast, annual planning and identify risks, opportunities and trends.
• Deep dive in order to reconcile advisor E&O expenses and recoveries through various sources of information under strict timelines.
• Provide support on ad-hoc projects based on the business requirements.

Required Qualifications

• Bachelor's degree in commerce and/or MBA.
• 4-6 Years of relevant experience.
• Proficiency in MS Office applications (Word, Power Point and Excel).
• Understanding of Planning and Forecasting Concepts.
• Understanding of Financial and Accounting Concepts.
• Financial Analysis and problem solving experience.
• Strong communication, interpersonal, organizational and time-management skills.

Preferred Qualifications

• Understanding of Workday Journal Ledger.
• Understanding of MS Access.
• Understanding of Hyperion/Essbase.S Access

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 firms 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. Youll 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 timeTimings (2:00p-10:30p)India Business Unit AWMPO AWMP&S President's OfficeJob Family Group Finance

Ameriprise Financial