Senior Financial Analyst

About Wealth Enhancement

Wealth Enhancement is an independent wealth‑management firm dedicated to enriching the lives of our clients. Through our team‑based Roundtable and Uni Fi processes we deliver personalized financial planning and investment management services to over 80,000 households from more than 140 offices nationwide.

We are seeking a Senior Financial Analyst to join our Finance team. In this hybrid role, you will partner across Treasury, Business Finance, FP&A, and Mergers & Acquisitions to support the firm’s strategic, financial, and operational objectives. The position is located in Plymouth, Minnesota, with a mix of home and office work.

• Perform ad‑hoc financial analyses and build advanced Excel‑based financial models for business partners and senior leadership.
• 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 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.

Base salary range: $95,000 to $115,000 exclusive of bonuses and benefits. The position is eligible for an annual team bonus. This starting range reflects the senior‑analyst level salary grade of $87,400 to $131,000 disclosed for pay‑transparency compliance.

• Medical, dental, and vision coverage (for 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 & 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
• Paid time off (18 days annually, accruing to 25 days after 4 years of service)
• 12 paid holidays each year (10 predetermined and 2 floating days)
• Paid parental leave and paid caregiver leave (after 6 months of tenure)
• Tuition reimbursement, licensing, and other credentials (after meeting service requirements)

Hybrid work model: partially from home and partially from headquarters in Plymouth, Minnesota. Full‑time, Mid‑Senior level.

Wealth Enhancement is an equal‑opportunity employer, including disabled and veterans. The organization participates in E‑Verify. We provide reasonable accommodations upon request; contact Human Resources at 763‑417‑1700.

All application information will be kept confidential and shared only with those involved in the selection process.