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Senior Financial Analyst

Remote / Online - Candidates ideally in
Plymouth, Hennepin County, Minnesota, USA
Listing for: Wealth Enhancement Group, LLC
Full Time, Remote/Work from Home position
Listed on 2026-06-21
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Corporate Finance, Financial Manager
Salary/Wage Range or Industry Benchmark: 95000 - 110000 USD Yearly USD 95000.00 110000.00 YEAR
Job Description & How to Apply Below

Senior Financial Analyst is a key member of the Finance team, partnering across Treasury, Business Finance, FP&A, and Mergers & Acquisitions to support strategic, financial, and operational goals.

Hybrid role: work from home and from headquarters in Plymouth, Minnesota.

Base salary range: $95,000 to $110,000 (excluding bonuses and benefits). Eligible for annual team bonus.

Key Responsibilities
  • Perform ad-hoc financial analyses and build advanced Excel-based financial models to support business partners, senior leadership, and finance initiatives.
  • Support monthly financial reporting, including variance analysis, trend identification, and insights that highlight risks and opportunities.
  • Assist in monthly forecasting and annual budgeting processes, collaborating with business leaders to develop accurate, data-driven projections.
  • Support treasury activities such as cash flow analysis and liquidity monitoring as needed.
  • 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.
  • Contribute to process improvement initiatives to enhance the accuracy, timeliness, and relevance of financial information.
  • Communicate complex financial concepts clearly and effectively to both financial and non-financial stakeholders.
Qualifications
  • Bachelor’s degree in Finance, Accounting, Economics, or related field.
  • Minimum 5+ years of progressive experience in finance, FP&A, corporate development, business analysis, or related functions.
  • Strong financial modeling and analytical skills; ability to synthesize large data sets and create meaningful insights.
  • Advanced proficiency in Microsoft Excel, with strong working knowledge of PowerPoint and Word.
  • Experience with Workday and/or Workday Adaptive Planning is a plus.
  • Demonstrated ability to manage multiple priorities in a fast-paced, deadline-driven environment.
  • Highly organized, detail-oriented, and self-motivated with ability to work independently and collaboratively.
  • Strong verbal and written communication skills; ability to present analyses clearly and concisely to senior leadership.
Benefits
  • Health, dental, and vision coverage (available to full-time employees and families).
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA).
  • Life and AD&D insurance – employer paid and voluntary options.
  • Short-term and long-term disability, workers' compensation – employer paid.
  • 401k with employer match and profit sharing.
  • Wellness programs and resources.
  • Voluntary benefits including pet insurance.
  • Paid time off (18 days paid, 25 days after 4 years of service).
  • 12 paid holidays per year.
  • Paid parental leave and paid caregiver leave (after 6 months of tenure).
  • Reimbursement for tuition, licensing, and other credentials after meeting service requirements.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

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Position Requirements
10+ Years work experience
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