Wealth Enhancement Group

Director of Finance | Mergers & Acquisitions

Wealth Enhancement Group(1 month ago)

HybridFull TimeDirector$175,000 - $200,000Finance
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About this role

The Director of Finance | Mergers and Acquisitions at Wealth Enhancement is a senior finance leader focused on the firm’s acquisition and recruiting strategy. The role acts as a trusted advisor to leadership to ensure transactions align with long-term objectives and deliver measurable stakeholder value. This is a hybrid position based in Plymouth, Minnesota.

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Required Skills

  • Financial Modeling
  • Valuation
  • Due Diligence
  • Integration
  • Financial Analysis
  • Project Management
  • Communication
  • Negotiation
  • Reporting
  • RIA Knowledge

Qualifications

  • Bachelor’s Degree in Finance/Accounting/Economics
  • MBA
  • CFA
  • CPA

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