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Wealth Enhancement · 1 day ago

Senior Financial Analyst

Plymouth, MN

Full-time

Hybrid

Mid, Senior Level

$95K/yr - $115K/yr

5+ years exp

Wealth Enhancement is an independent wealth management firm focused on enriching clients' lives through personalized financial planning. The Senior Financial Analyst will play a crucial role in supporting financial and operational goals by partnering with various departments to perform financial analyses, assist in budgeting, and improve forecasting tools.

Financial ServicesRisk ManagementWealth Management

Hiring Manager

Hannah Borden

Responsibilities

Perform ad-hoc financial analyses and build advanced Excel-based financial models to support business partners, senior leadership, and Finance initiatives

Support monthly financial reporting, including variance analysis, trend identification, and insights that highlight risks and opportunities

Assist in the monthly forecasting and annual budgeting processes, collaborating with business leaders to develop accurate, data-driven projections

Support treasury activities such as cash flow analysis and liquidity monitoring (as needed)

Partner with Finance leadership on M&A activities, including financial due diligence, quality of earnings review, valuation modeling, and post-acquisition integration support

Help maintain and continuously improve forecasting tools, reporting packages, dashboards, and financial systems

Contribute to process improvement initiatives to enhance the accuracy, timeliness, and relevance of financial information

Communicate complex financial concepts clearly and effectively to both financial and non-financial stakeholders

Qualification

Financial modelingAnalytical skillsMicrosoft ExcelVariance analysisBudgetingCash flow analysisM&A activitiesCommunication skillsDetail-orientedOrganizational skillsSelf-motivatedCollaboration

Required

Bachelor's degree in Finance, Accounting, Economics, or a related field

Minimum 5+ years of progressive experience in Finance, FP&A, corporate development, business analysis, or related functions

Strong financial modeling and analytical skills; ability to synthesize large data sets and create meaningful insights

Advanced proficiency in Microsoft Excel, with strong working knowledge of PowerPoint and Word

Demonstrated ability to manage multiple priorities in a fast-paced, deadline-driven environment

Highly organized, detail-oriented, and self-motivated with the ability to work both independently and collaboratively

Strong verbal and written communication skills, with the ability to present analyses clearly and concisely to senior leadership

Preferred

Experience with Workday and/or Workday Adaptive Planning is a plus

Benefits

Training and professional development

Medical, dental and vision coverage (Available to full-time employees and their families)

Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability, workers compensation – employer paid

401k with match and profit sharing

Wellness programs and resources

Voluntary benefits, including pet insurance

18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

12 paid holidays each year (10 pre-determined and 2 floating days)

Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1997

Plymouth, Minnesota, USA

1001-5000 employees