Senior Financial Analyst

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We have an exciting opening for a Senior Financial Analyst to partner cross-functionally across Treasury, Business Finance, Financial Planning & Analysis, and our Mergers & Acquisitions departments to support Wealth Enhancement's strategic, financial, and operational goals.

Requirements

• Perform ad-hoc financial analyses and build advanced Excel-based financial models
• Support monthly financial reporting, including variance analysis, trend identification, and insights that highlight risks and opportunities
• Assist in the monthly forecasting and annual budgeting processes
• Partner with Finance leadership on M&A activities, including financial due diligence, quality of earnings review, valuation modeling, and post-acquisition integration support
• Help maintain and continuously improve forecasting tools, reporting packages, dashboards, and financial systems
• Communicate complex financial concepts clearly and effectively to both financial and non-financial stakeholders

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA)
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials