Charlotte

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Description

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Key Responsibilities

  • Lead 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. Negotiate with internal business partners to ensure quality and timely information is provided.
  • 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.
  • 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 with a focus in Accounting or related field
  • 7+ years of relevant experience, with at least 4 years of external or regulatory reporting experience with a financial services company
  • Proficiency with MS Office applications (Word and Excel) and general ledger systems
  • Strong technical accounting skills
  • 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

  • Bank reporting experience
  • CPA
  • Prior staff leadership experience

We're a diversified financial services leader with more than $1 trillion in assets under management and administration. Our team of 20,000 people in more than 20 countries advise, manage and protect the assets and income of more than 2 million individual, small business and institutional clients. We are a long-standing 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 Services, 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.

About Our Company

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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