Senior Financial Analyst

About the role

Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of our clients through personalized financial planning. We operate over 175 offices nationwide and have been in business since 1997.

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.
• Aid 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.

Requirements

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

Qualifications

• Education/Qualifications: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: Minimum 5+ years of progressive experience in Finance, FP&A, corporate development, business analysis, or related functions.
• Skills: Strong financial modeling and analytical skills; ability to synthesize large data sets and create meaningful insights.
• Software: Advanced proficiency in Microsoft Excel, with strong working knowledge of PowerPoint and Word.
• Tools: Experience with Workday and/or Workday Adaptive Planning is a plus.
• Other: Demonstrated ability to manage multiple priorities in a fast-paced, deadline-driven environment.

Skills

• Financial Modeling
• Variance Analysis
• Trend Identification
• Forecasting
• Financial Reporting
• Business Partnerships
• Collaboration
• Communication

Benefits

• Comprehensive benefits offerings including health and wellness, financial well-being, professional development, and work/life harmony.
• Training and professional development opportunities.
• Medical, dental, and vision coverage.
• 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).

Pay

The base salary range for this position is $95,000.00 to $110,000.00, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus.

Schedule

This is a hybrid role working partially from home and partially from our headquarters in Plymouth, Minnesota.