Senior Manager, Financial Reporting

Ameriprise

Charlotte, NC

JOB DETAILS
SKILLS
Accounting, Annuities, Asset Management, Banking Regulations, Banking Services, Certified Public Accountant (CPA), Communication Skills, Customer Relations, Data Quality, Detail Oriented, Documentation, Financial Analysis, Financial Management, Financial Planning, Financial Regulations, Financial Reporting, Financial Services, Generally Accepted Accounting Principles (GAAP), Insurance, Internal Audit, Journal Entries, Leadership, Presentation/Verbal Skills, Problem Solving Skills, Product/Service Launch, Regulations, Regulatory Reports, Regulatory Requirements, Regulatory Submissions, Reporting Skills, SEC Filings, Small Business, Strategic Planning, Technical Research, Thought Leadership, Time Management, Writing Skills
LOCATION
Charlotte, NC
POSTED
1 day ago

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial has an exciting opportunity for a Senior Manager of Financial Reporting to play a key role in the preparation and delivery of regulatory and external financial reporting for Ameriprise Bank and Ameriprise Financial. This role offers broad exposure to senior leadership, complex transactions, and evolving regulatory requirements, with the opportunity to influence reporting outcomes and support strategic initiatives.

Key Responsibilities

• Oversee the preparation and review of external reports filed with regulators on a periodic basis, primarily quarterly. This role is responsible for ensuring that Bank regulatory filings and SEC disclosures are in compliance with FRB, OCC, SEC and GAAP reporting requirements. Partner with internal stakeholders to ensure quality and timely delivery of high-quality information supporting external and regulatory reporting.

• Manage and review various Bank Holding Company regulatory filings, ensuring accuracy, consistency, and alignment across all filings and disclosures. Regulatory submissions include FR Y-9C, FR Y-9LP, FR Y-12, capital calculations, and other required filings.

• Review monthly/quarterly schedules used for both internal and external purposes, and assist with ad-hoc projects, such as technical reporting research, financial statement analysis, and review of peer group report filing disclosures.

• Review and approve selected accounting journal entries to ensure accuracy, proper documentation, and compliance with GAAP and internal control requirements.

• Actively participate in enterprise and bank-specific initiatives, product launches, and complex transactions by assessing financial reporting and regulatory reporting impacts, advising business partners on accounting considerations, and supporting implementation of related reporting requirements and controls.

• Design and monitor effective internal controls over financial reporting and work closely with internal auditors to complete reviews/audits in a timely manner.

• Provide work direction and thought leadership to a team of accountants. Review of report documentation prepared by reporting staff. Prioritize department workflow to meet critical deadlines.

Required Qualifications

• Bachelors degree in accounting or related field

• 7+ years of external reporting or regulatory reporting experience with financial services company

• Proven ability to lead through change and handle detailed work in a fast-paced, deadline-driven environment

• Strong attention to detail and ability to problem solve

• Excellent written and oral communication skills

Preferred Qualifications

• Experience with bank regulatory reporting

• Certified Public Accountant (CPA)

• Demonstrated experience leading and developing staff

• Strong experience interpreting and applying GAAP and regulatory guidance

• Ability to communicate complex accounting and reporting matters clearly to leadership and business partners

In-Office Collaboration

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Visa Sponsorship

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

About the Company

A

Ameriprise

About Ameriprise Financial

Ameriprise Financial combines a team-based atmosphere with an entrepreneurial spirit. We are an organization that emphasizes learning and growth, rewards you for your achievements and fosters a healthy work/life balance.

From our Minneapolis headquarters throughout our offices nationwide, you'll find we live our values every day — client focused, integrity always, excellence in all we do and respect for individuals and communities. We embrace diversity in our ideas, management, employee groups and clients.

Our Investment in You

We provide employees and branch advisors with competitive compensation and rewards. Our comprehensive benefits support your health and help you balance your career and personal life. Ameriprise invests in you through compensation, retirement savings, health benefits, wellness programs, work/life balance programs, veteran benefits, etc.

Your Career at Ameriprise

When you join our corporate team, you receive competitive compensation and incentives, opportunities to share in the company's success plus comprehensive benefits. Our employees also enjoy business resource networks, transportation assistance, community service opportunities, and an on-site cafeteria.

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Learn More About Joining Ameriprise

Thrive in a Respectful, Supportive Environment

We have a diverse, values-based culture that embraces individual differences and encourages you to perform at your peak. We recognize your achievements and understand that work is one of the many important aspects in your life. While maintaining respect for that life balance, we help you advance your career and reach your goals.

Learn More About Diversity and Inclusion at Ameriprise

Build a Career that Matters to You

At Ameriprise Financial, we believe that learning is a lifelong endeavor. No matter where you are in your career path, we encourage all employees to take advantage of our professional development programs, offered in a variety of ways. Learn on your own, collaborate with a peer or work with an experienced colleague. Whatever your learning style, Ameriprise gives you the opportunity to reach your potential.

Being an Ameriprise Advisor

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. Ameriprise is committed to helping you achieve the vision you have for your practice. With training in financial planning and the backing of a strong, stable FORTUNE 500® company, you’ll discover unparalleled culture, support, and opportunities to build a successful practice. That’s the Ameriprise Difference.

Learn More About Ameriprise Advisor Support

Opportunities for Students

Join an inclusive team to gain career-building skills and network in a supportive, high-energy, team-based atmosphere. Learn through real-world work and collaboration with leaders on projects that produce results through our Internship Program or gain valuable professional experience and build leadership skills through our full-time Leadership Development Program. You’ll also engage in team-building/social events, volunteer activities, executive leadership seminars, and networking opportunities.

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COMPANY SIZE
10,000 employees or more
INDUSTRY
Financial Services
FOUNDED
1894
WEBSITE
https://www.ameriprise.com/careers