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Senior Financial Analyst at Wealth Enhancement Group - ApplyBlast

Senior Financial Analyst

Wealth Enhancement Group

4 months ago

3.9 on Glassdoor

Plymouth, MN

Hybrid

Full Time

Senior

2 applicants

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About this role

As a Senior Financial Analyst at Wealth Enhancement, you will partner cross-functionally across Treasury, FP&A, and Mergers & Acquisitions to support the firm's strategic financial and operational goals. This role requires crafting advanced Excel-based financial models, driving monthly forecasting and budgeting, and conducting due diligence for M&A activities to influence senior leadership decisions.

Responsibilities

Build advanced Excel-based financial models to support business partners and senior leadership.
Support monthly financial reporting, variance analysis, and trend identification.
Lead monthly forecasting and annual budgeting processes with business leaders.
Perform financial due diligence and valuation modeling for M&A activities.
Maintain and improve forecasting tools, reporting packages, and financial dashboards.

Skills

Qualifications

Bachelor's Degree in FinanceAnalysisAccountingAlertBusiness Administration

About Wealth Enhancement Group

wealthenhancement.com

Headquarters

Plymouth, Minnesota, United States

Company Size

501-1000 employees

Founded

1997

View Profile

Wealth Enhancement Group is a comprehensive wealth management firm offering investment management, financial planning, tax strategies, and estate planning for individuals and businesses. They provide private client services, trust services, and specialized solutions such as retirement planning and business owner consulting, all delivered through a team-based approach.