Wealth Enhancement Group

Senior Financial Analyst

Wealth Enhancement Group

full-time

Posted on:

Location Type: Hybrid

Location: Plymouth • Minnesota • 🇺🇸 United States

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Salary

💰 $95,000 - $115,000 per year

Job Level

Senior

About the role

  • 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.

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.
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)

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial analysisfinancial modelingvariance analysisforecastingbudgetingcash flow analysisliquidity monitoringdata synthesisprocess improvementM&A activities
Soft skills
communicationorganizational skillsdetail-orientedself-motivatedcollaborationtime managementanalytical skillspresentation skills