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Senior Financial Analyst

9 hours ago

Brockton, Massachusetts, United States Wealth Enhancement Group Full time $95,000 - $115,000

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 UniFi 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.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

We have an exciting opening for a Senior Financial Analyst. This role is a key member of our Finance team, and will 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.

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. This individual will thrive in a fast-paced, growth-oriented environment and will be 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 $115,000.00, 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.

Primary Job Functions

  • 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.

Education/Qualifications

  • 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.
     

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Senior Analyst level is $87,400.00 to $131, However, the base salary range bolded above is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

  • 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

  • 401k 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 service)

  • 12 paid holidays each year (10 pre-determined and 2 floating days)

  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at


Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

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

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.