Senior Financial Analyst

Wealth Enhancement is seeking a Senior Financial Analyst to support its 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.

Requirements

• Perform ad-hoc financial analyses and build advanced Excel-based financial models
• Support monthly financial reporting and forecasting
• Assist with treasury activities and M&A activities
• Maintain and improve forecasting tools and financial systems
• Communicate complex financial concepts clearly and effectively to stakeholders

Benefits

• Training and professional development
• Medical, dental and vision coverage
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance
• Short-term and long-term disability, workers compensation
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually
• 12 paid holidays each year
• Paid parental leave and paid caregiver leave
• Reimbursement for tuition, licensing, and other credentials