Financial Analyst (Hybrid role)

Financial Analyst

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide.

Our Plymouth, Minnesota office has an exciting opportunity for a Financial Analyst! As a vital member of the Financial Planning & Analysis Team, this position will strategically collaborate with the broader Finance Team to help WEG achieve its financial goals and commitments. The Financial Analyst will play a key role in driving data-driven decisions, supporting financial planning, and delivering critical insights to senior management.

This is a hybrid position (working 2 days in-office at our headquarters in Plymouth, MN and 3 days remotely from home weekly).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $95,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

• Conduct financial analysis using various methods, including trend, variance, and ratio analysis
• Develop financial models to forecast performance and identify risks or opportunities
• Prepare and present reports on findings and recommendations to senior management
• Collaborate with cross-functional teams to provide financial insights supporting business decisions
• Monitor industry trends and market conditions to guide recommendations for investments or business strategies
• Assist in preparing budgets and financial plans
• Conduct cost-benefit analysis for projects or investments
• Ensure compliance with applicable laws, regulations, and company policies
• Analyze financial data to identify trends, variances, and improvement opportunities
• Perform variance analysis to identify discrepancies between budgeted and actual results, providing recommendations for corrective action
• All other duties as assigned.

Education & Qualifications

• Bachelor's degree (or equivalent experience) in business, finance, accounting, economics, or a related field
• Minimum of 2 years of experience in finance, including budgeting, forecasting, reporting, financial modeling, and planning
• Superior verbal and written communication skills
• Detail-oriented, well-organized, and self-motivated
• Ability to work effectively in a fast-paced, deadline-driven environment
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and an aptitude for learning new software
• Knowledge of Workday and Workday Adaptive preferred
• Familiarity with Salesforce and Support Org functionality preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $79,200.00 - $110,900.00. The Financial Analyst role is compensated through a combination of base salary and variable pay, with total compensation aligned to performance metrics and company goals.

Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at View phone number on click.appcast.io

Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.