Responsible for BAU support of the financial planning product system, processes and reporting; providing subject matter expertise. Solves complex system and system-related problems; resulting in timely and accurate resolution. Identify business requirements and process improvements, which include creating project and process specifications and conducting quality inspections.
Primary responsibility of the financial planning product policies in the financial planning product system (ART), and corresponding SOX procedures. ART production support role working with technology and business cross-commits and escalation resolution.
Business production support of the financial planning reporting generated from the financial planning product system and reporting generated from the FP Data Hub.
Solve a variety of complex system and system-related problems for the business as it relates to business requirements and technology, in addition to helping design or implement systems.
Identify and implement process improvements, which includes a quality inspection. Drive quantifiable results through facilitating interaction with the business.
Work on complex projects in identifying business use cases and impacts, creating project and process specifications for new and/or enhanced systems.
Bachelors degree or equivalent
5+ years of relevant experience
Ability to manage multiple priorities to complete BAU responsibilities and incident management.
Solid analytical, quantitative, and problem-solving skills, with the ability to use statistical analysis and modeling.
Ability to identify patterns, potential issues and then translate those into functional and test requirements.
Ability to understand technology as it relates to the business.
Experience in providing accurate, timely & responsive services on complex problems.
Ability to establish and maintain strong relationships within the department and across business functions.
Ability to communicate technology related information and clearly detail implementation processes.
Ability to effectively manage the test life cycle, ensuring user requirements are met and stakeholders are aligned with solution.
Strong written and verbal communication skills.
Financial Planning knowledge
Experience with Agile methodology
Proficient in Microsoft Excel and Microsoft Access
Working knowledge of, or willingness to learn, basic SQL
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
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.