Financial Analyst, Strategy & Growth

We are seeking a detail-driven, results-oriented Financial Analyst to join our high-energy team in a hybrid work environment, based out of Overland Park, Kansas. This is your opportunity to be part of an innovative organization, collaborating with leadership to drive key business initiatives and make a meaningful impact.  As an Analyst, you’ll be at the heart of decision-making, leveraging your sharp analytical skills to manage multiple priorities and support a forward-thinking advisor leadership team. If you have a passion for problem-solving, financial analysis, and turning data into actionable insights, this role is made for you! 

Responsibilities 

• Deliver financial key information on a quarterly/monthly cadence to management and other key stakeholders
• Analyze financials, including comparative analysis of actual results vs. budget/forecast, in consideration of the company’s goals, and communicate findings to various stakeholders across the organization
• Maintain recurring reports/dashboards and provide timely analysis of the results
• Take a proactive approach to problem-solving and customizing solutions that are scalable
• Collaborate with internal team members and cross-functional groups to gather strategic insight to enable forward-looking, driver-based modeling
• Perform ad-hoc analyses as needed for management and other stakeholders
• Prepare and maintain complex financial models
• Special projects to support business unit initiatives as needed

Qualifications 

• Bachelor's Degree in Business Finance or other analytical field preferred
• 1 - 3 years of experience in financial analysis, FP&A, or a similar analytical role
• Experience in Microsoft Office Suite, including intermediate or advanced Excel skills

Skills & Knowledge 

• A strong business and financial acumen along with an ability to work effectively with and analyze datasets
• Experience in automation and data management tools (Alteryx, Tableau, SQL, etc.) preferred
• Clear communicator with the ability to build strong working relationships
• Positive attitude and willingness to go above and beyond  
• Highly organized & detail-oriented
• Adaptable to change with a desire to learn and grow
• Works well independently while understanding and supporting the broader goals of the team

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

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Mariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. Learn more at www.mariner.com.