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Finance Data Analyst - Ameriprise Financial
Data Analyst
Finance Data Analyst skilled in Python, SQL, Excel, Power BI and financial modeling to transform complex financial data into actionable insights for strategic decision‑making.
About the role
Key Responsibilities
- Collect, clean, and analyze large financial datasets to support investment, retirement, and insurance product strategies.
- Develop and maintain automated dashboards in Power BI, delivering real‑time performance metrics to stakeholders.
- Build and validate financial models in Excel and Python, forecasting portfolio returns and risk metrics.
- Collaborate with cross‑functional teams to translate business requirements into data solutions and actionable insights.
- Document data processes, maintain data dictionaries, and ensure compliance with data governance standards.
Requirements
- 3+ years of experience in financial data analysis or related field.
- Proficiency in SQL for data extraction and Python for data manipulation and modeling.
- Advanced Excel skills, including VBA and complex formulas.
- Experience with Power BI or similar BI tools for dashboard creation.
- Strong analytical mindset, attention to detail, and excellent communication skills.
Skills
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