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Senior Financial Analyst

$95k - $110k

Wealth Enhancement Group, LLC

Senior Financial Analyst is a key member of the Finance team, partnering across Treasury, Business Finance, FP&A, and Mergers & Acquisitions to support strategic, financial, and operational goals. Hybrid role: work from home and from headquarters in Plymouth, Minnesota. Base salary range: $95,000 to $110,000 (excluding bonuses and benefits). Eligible for annual team bonus. Key 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 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. Qualifications Bachelor’s degree in Finance, Accounting, Economics, or 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 ability to work independently and collaboratively. Strong verbal and written communication skills; ability to present analyses clearly and concisely to senior leadership. Benefits Health, dental, and vision coverage (available to full-time employees and families). Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA). Life and AD&D insurance – employer paid and voluntary options. Short-term and long-term disability, workers' compensation – employer paid. 401k with employer match and profit sharing. Wellness programs and resources. Voluntary benefits including pet insurance. Paid time off (18 days paid, 25 days after 4 years of service). 12 paid holidays per year. Paid parental leave and paid caregiver leave (after 6 months of tenure). Reimbursement for tuition, licensing, and other credentials after meeting service requirements. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. #J-18808-Ljbffr Wealth Enhancement Group, LLC

Vacancy posted 3 days ago
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