Financial Analyst Associate – Financial Analysis

Job Description

Financial Analyst Associate | ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC

The Tone:
This is a Hybrid Financial Analyst Associate position for ForFutures Financial, Planning, a financial advisory practice of Ameriprise Financial Services LLC, supported by First American. First American is a long-standing organization, established in 1889, that prioritizes its people and fosters an inclusive environment where employees are supported to innovate and reach their full potential. This role is crucial for driving business performance by delivering actionable financial and strategic insights through rigorous analysis and close partnership with business leaders.

The TL;DR
• Role: Financial Analyst Associate
• Type: Hybrid
• Location: Hybrid
• Pay: $26.88–$35.83 Hourly
• Mission: Drive business performance by delivering actionable financial and strategic insights through rigorous analysis, tracking key metrics, and partnering closely with business leaders.
• Tech Stack: Microsoft Office (Excel, PowerPoint)

What You’ll Actually Do
• Reporting: Maintain and deliver accurate monthly and quarterly financial and operational reports and analysis.
• Ad Hoc Analysis: Perform specific ad hoc analysis of financial and operational data to identify trends and variances, then present these findings to finance management.
• Forecasting: Utilize historical trend information to create projections that will be used for budgeting or forecasting processes.
• Data Management: Follow established processes to maintain large data files sourced from disparate systems for data mining, analysis, and research projects.
• Collaboration: Work collaboratively with team members and other departments to achieve shared goals.

The Must-Haves
• Background: Bachelor’s degree in Finance, Accounting, Economics, or a related field, or an equivalent combination of education and experience, along with knowledge of finance, economic, and accounting principles including financial statements, basic valuation concepts, and financial data analysis and reporting.
• Experience: 0–2 years of relevant experience in finance, accounting, or a related area.
• Skills: Strong analytical and quantitative skills with the ability to interpret data, solve problems, and work with large datasets; proficiency in Microsoft Office, particularly Excel and PowerPoint; ability to identify issues, analyze information, and develop practical solutions; strong organizational and time management skills with the ability to prioritize and manage multiple tasks; effective written and verbal communication skills.