Nilay Kumar Bhatnagar

Financial Reporting Analyst | Financial Analysis Expert | Bronze Medalist

Role: Financial Reporting Analyst at Ameriprise Financial Services, LLC
Location: Lucknow, UP, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Nilay Kumar Bhatnagar

I am a results-oriented Finance Professional with a strong foundation in financial…

Experience

Financial Reporting Analyst
Ameriprise Financial Services, LLC
Aug 2025 — Present · Noida, IN
Prepare annual, semi-annual & quarterly financial reports for mutual funds, life & annuity products, 529 plans, and collective funds.Create and validate financial statements, notes, highlights, and investment portfolios.Complete regulatory filings (N-MFP, CPO-PQR, N-CSR, 24f-2, NFA) with agencies like the SEC & CFTC.Perform reconciliations, roll forwards, and documentation to ensure accuracy.Collaborate with legal, tax, audit, and accounting teams to meet reporting deadlines.Adapt processes for regulatory changes and identify system enhancement opportunities.

Education

LUCKNOW PUBLIC SCHOOL
Higher Secondary
Amity University Lucknow Campus
Bachelor of Laws - LLB
2017 — 2022
Amity University Lucknow Campus
Master of Business Administration - MBA
2022 — 2024

Contact information

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Work email
•••••@ameriprise.com
Personal email
•••••@•••••.com
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Current company

Ameriprise Financial Services, LLC

Financial Services · 18K employees · Founded 1894 · Minneapolis, Minnesota, United States

At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.

ameriprise.com

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About Nilay Kumar Bhatnagar

Experience

Financial Reporting Analyst

Education

LUCKNOW PUBLIC SCHOOL

Amity University Lucknow Campus

Amity University Lucknow Campus

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