Senior Financial Analyst

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team‑based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices — and growing — nationwide.

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This role is a key member of our Finance team, partnering cross‑functionally with Treasury, Business Finance, Financial Planning & Analysis, and our Mergers & Acquisitions departments to support Wealth Enhancement’s strategic, financial, and operational goals. The ideal candidate is highly analytical, detail‑oriented, and intellectually curious, with the ability to translate data into actionable insights that influence decision‑making at all levels. They thrive in a fast‑paced, growth‑oriented environment and are comfortable shifting between recurring financial processes and strategic, ad‑hoc initiatives.

This is a hybrid role working partially from home and partially from our headquarters in Plymouth, Minnesota.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $95,000.00 to $, exclusive of bonuses and benefits. This position is also eligible for an annual team bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so let’s have one.

• 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 the 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 a 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 the ability to work both independently and collaboratively.
• Strong verbal and written communication skills, with the ability to present analyses clearly and concisely to senior leadership.

• Training and professional development
• Medical, dental and vision coverage (Available to full‑time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short‑term and long‑term disability, workers compensation – employer paid
• 401(k) with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of…