Business Analyst II Non-Qualified Tax

In this role, you will provide support by performing analysis and reporting to provide recommendations for the business. This includes identifying process improvements and adjustments to existing reporting models, providing expertise for small to medium projects, which may involve developing solutions for problems within the business. You will also be responsible for resolving problems or issues through methods of trouble shooting and separate analysis and using sound information and theory to provide management with recommended actions to resolve issues or create value for the business.

Key Responsibilities

• Using data from a variety of sources, analyze complex business issues, incorporating company and industry knowledge, mathematical and technological expertise, and sound analytical processes. Statistical analysis, modeling, & other quantitative techniques are used to answer business questions, identify issues and/or recommend courses of action in the course of analysis.
• Use ‘big data’ to create actionable insights through intuitive visualizations (Power BI), transforming data analytics to drive innovative solutions, tell the story, and guide leaders in making data-driven decisions.
• Design reporting solutions to meet business objectives by working with internal and external partners.
• Manage multiple relationships across the organization, and at times with external parties and clients. Be the main point of contact to answer questions within business analyst area of expertise. Act as liaison among business leaders, staff, and utility functions to gather information and share best practices, and to ensure initiatives are executed appropriately.
• Provide and review reports of quantitative and qualitative data produced both internally and externally to the company. Ensure accuracy and appropriate report design. Responsible for resolution to reporting issues as they arise. Reports may be of a routine nature or may be requested or run on an ad-hoc basis as part of a larger project or special business concern.
• Present results of analysis and/or recommendations to business managers, utility partners, and at times external parties. Communicate action plans and priorities to appropriate partners.

Required Qualifications

• 3-5 years’ relevant experience
• 1+ years’ analyst experience
• Bachelor’s degree in MIS, business, Mathematics, Economics, computer programming or applicable experience

Preferred Qualifications

• Experience with one or more Business Intelligence and Data Mining Tools desired (SQL, Python, etc.)
• Experience in visualization tools (Power BI, Tableau, Looker) – Power BI preferred
• Experience with Dataiku, Azure, AWS Data Lake, AWS Quicksight, and/or SageMaker
• Ability to synthesize large quantities of information, create linkages, and express complex concepts in a concise and audience-relevant manner
• Strong proficiency in PowerPoint to create presentations and dashboards for senior leadership
• Strong analytical, quantitative, and problem-solving skills and ability to use statistical analysis and modeling, with associated technology applications
• Ability to build customer personas, customer experience diagrams, and customer journey maps
• Ability to quickly grasp and articulate the essence of complex issues/data; adept at operating with both high-level concepts and detailed analysis
• Excellent storytelling, facilitation, communication, and presentation skills
• Ability to influence senior and executive level leadership
• Proven ability to effectively collaborate with others, initiate action, and adapt to change
• Strong relationship and communication skills in working with colleagues and influencing customers on recommendations and analysis

About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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.

The estimated base salary for this role is $65,400 - $88,200 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.

Full time

Exempt

Business Support & Operations

CLEAR Clearing