Wealth Enhancement Group

Senior Financial Analyst

Wealth Enhancement Group(1 month ago)

HybridFull TimeSenior$95,000 - $115,000Finance
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About this role

A Senior Financial Analyst at Wealth Enhancement supports the firm’s strategic, financial, and operational goals by partnering across Treasury, Business Finance, FP&A, and M&A teams. The role focuses on translating data into actionable insights, supporting forecasting and budgeting, and contributing to process and reporting improvements. This is a hybrid position based in Plymouth, Minnesota.

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Required Skills

  • Financial Modeling
  • FP&A
  • Forecasting
  • Budgeting
  • Treasury
  • Due Diligence
  • Valuation Modeling
  • Excel
  • Workday
  • Reporting

+3 more

Qualifications

  • Bachelor’s Degree in Finance, Accounting, Economics or Related Field

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