Senior Financial Analyst
Core
Senior Finance partner supporting the Ameriprise Advisor Recruiting organization by delivering rigorous financial analysis, evaluating recruiting economics, and providing strategic recommendations to drive advisor growth.
Role type
Senior Financial Analyst (Recruiting Economics)
Builds
Decision support for advisor recruiting offers, packages, and growth strategies
Domain
Financial Services / Human Capital Management
Deliverable
dashboards & analysis
Required skills
Financial modeling, Cost Benefit Analysis (CBA), profitability analysis, cash flow analysis, historical data analysis, strategic recommendations, multi-priority management
Preferred skills
Cross-organizational relationship building, influencing senior leadership
Technologies
Spreadsheets, analytical tools
Responsibilities
Perform financial modeling and Cost Benefit Analyses (CBAs) to support advisor recruiting opportunities; Analyze advisor recruiting deals, payout structures, offer economics including profitability and cash flow; Partner with recruiting leaders to evaluate advisor packages, acquisitions, and growth opportunities; Conduct advisor ramp-up and performance analyses using historical and projected business data; Provide financial recommendations and decision support for recruiting offers to senior leadership; Support special projects related to advisor recruiting strategy and compensation programs.
