Business Analyst II Mutual Fund Financial Reporting

Ameriprise Financial, Inc.
Minneapolis, USA
03 Jul 2022
02 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Provide support by performing analysis and reporting, to provide recommendations for the business. Identify process improvements and adjustments to existing reporting models. Provide expertise for small to medium projects, which may involve developing solutions for problems within the business. Resolve problems or issues through methods of trouble shooting and separate analysis. Using sound information and theory, provide management with recommended actions to resolve issues or create value for the business.


  • Provide support by compiling team metrics, tracking results and communicating results to the team and leadership using tools such as, Excel, Microsoft Project, Visio and Power BI.
  • Coach and lead team through process changes.
  • Analysis of various transactions using Excel or data queries to provide leadership with suggested financial reporting impacts.
  • Support and tracking of financial reporting changes related to various product changes.
  • Accounting reconciliations of accounting system differences between fund accounting and financial reporting.
  • Collaboration within team and across business functions to improve processes.
  • Create and/or maintain workflow processes
  • Develop and support business unit SharePoint sites.

Required Qualifications

  • Bachelor's degree in Accounting, Finance or related field
  • 3+ years of relevant experience in mutual fund accounting, reporting, tax, or related
  • Solid analytical, quantitative and problem solving skills
  • High standards for accuracy and attention to detail
  • Excellent oral and written communication skills
  • Highly organized
  • Ability to establish and maintain strong relationships within the department and across business functions
  • Ability to work independently, handle changing priorities, manage multiple tasks and work within tight time frames and deadlines

Preferred Qualifications

  • Lean enabled
  • Microsoft Office / O365 (Excel, Project, Power Automate, Power BI, Visio, SharePoint)
  • Business knowledge of mutual fund reporting, accounting or tax
  • Experience with ArcReporting and Invest One

About Our Company

Millions of people around the world rely on Columbia Threadneedle Investments to manage their money. We're intentionally built to help our clients succeed, backed by a global team of 2,000 people including more than 450 investment professionals sharing global perspectives across all major asset classes and markets. At Columbia Threadneedle, you'll find the promise we make to our clients is the same one we make to our employees: Your success is our priority. In addition to our competitive total rewards package, employees stay with us because of our culture and commitment to their development. And, backed by the strength of our parent company, Ameriprise Financial, we are committed to providing you with the tools, resources, recognition and rewards to help you shape the career you want.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

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