Sr Financial Analyst

About Wealth Enhancement Group

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 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have a exciting opportunity for a Sr. Financial Analyst/Financial Analyst who will be a key part of the Financial Planning & Analysis Team strategically partnering with the broader Finance Team to help WEG achieve its financial commitments.  You will support the annual budget and quarterly forecast process.  You will also update monthly reporting to measure against key performance indicators and track to plan goals. (This role is a hybrid work opportunity for Minnesota Applicants)

For a Financial Analyst the salary target is $90,000.00 - $100,000.00 depending on experience; this position is eligible for corporate bonus.

For a Sr. Financial Analyst the salary target is $100,000.00 - $110,000.00 depending on experience; this position is eligible for corporate bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. 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

• Partner closely with Accounting team during month end close process to ensure P&L accuracy and understanding of monthly results

• Perform monthly financial reporting and variance analysis. Identify areas of risk or opportunity

• Support monthly forecasting and annual budget process

• Evaluate M&A activity effectiveness

• Perform ad-hoc analysis & modeling for Finance and business partners as needed

Education/Qualifications

• Bachelor’s degree in business; finance, economics or related

• Finance Analyst position : Minimum of two years related Finance experience including budgeting, forecasting, reporting, financial modeling, planning, etc.

• Sr. Analyst Position: 4+ years related Finance experience including budgeting, forecasting, reporting, financial modeling, planning, etc.

• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.

• Must be detail-orientated, well-organized and self-motivated

• Superior verbal and written communication skills.

• Excellent Microsoft Office skills (Excel, Word, PowerPoint) with an aptitude to learn new software.  Knowledge of Workday and Workday Adaptive is a plus.

• Familiarity with Salesforce and Support Org functionality

• FINRA Series 7 & 66 optional

• SQL or Salesforce experience a plus

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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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage

• 401k – with match and profit sharing

• Health care spending and savings accounts

• Dependent care and transit spending accounts

• Wellness programs and resources

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

• Short-term and long-term disability – employer paid

• Employee assistance plan

• Accident and critical illness

• Pet insurance

• Identity theft

• Paid Time Off

• 12 paid holidays each year

• Paid parental leave and paid caregiver leave

• Tuition reimbursement

Should you need reasonable accommodation when comp