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 for Service and Operations area, supporting periodic forecast, budgeting and variance analysis intended to provide financial decision support and commentary around the business performance. Also, the role will require supporting any ad-hoc projects based on the business needs.
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.
- Provide support on ad-hoc projects based on the business requirements
Required Qualifications
- Bachelor's degree in commerce and/or MBA.
- 1-3 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
- Workday Journal Ledger
- Hyperion/Essbase
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
What We Do
For over 30 years, Freedom Mortgage has helped millions of Americans achieve their dreams of homeownership and financial betterment. The wellbeing and improvement of our customers' lives and the communities in which they live fuels our ambition. We’re driven by boundless stamina and an unwavering focus on continuous collaboration, relentlessly seeking the right solutions for every customer and loan every day.
Today, we service nearly 1.5 million customers with over $300 billion in mortgage loan assets, and we consistently rank as one of the nation's top 10 lenders. We are over 13,500 team members strong, recognized as a Top Workplace in the U.S., and are continuing on our unprecedented growth trajectory.
Freedom Mortgage is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to age, race, color, religion, gender, sexual orientation, disability, or national origin. Local applicants are encouraged to apply. Employment contingent upon successful completion of a background investigation. Smoke-free workplace. Drug-free work environment. Excellent benefits package including medical, dental, vision, and 401(k). All resumes are held in confidence. Only candidates whose profiles closely match requirements will be contacted during this search.
Come #SoarWithUs and be a part of the Freedom family!
Freedom Mortgage Corporation
951 Yamato Road, Suite 175
Boca Raton, FL 33431
Lender NMLS ID: 2767
www.nmlsconsumeraccess.org
