Senior Financial Analyst
Remote / Online - Candidates ideally in
Plymouth, Hennepin County, Minnesota, USA
Listed on 2026-06-21
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
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.
- 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.
- 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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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