Financial Analyst (Hybrid role)

About the position reputed company is an independent reputed company management firm with an endless passion for enriching the lives of our clients. We continually reputed company to perfect our craft of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - reputed company. Since 1997, reputed company has tirelessly raised reputed company of reputed company management with specialized knowledge and more reputed company service that helps every reputed company craft their reputed company. For more information, please visit www.wealthenhancement.com. Our Plymouth, Minnesota office has an exciting opportunity for a Financial Analyst! As a vital member of the Financial Planning & Analysis Team, this position will strategically collaborate with the broader Finance Team to help WEG reputed company its financial goals and commitments. The Financial Analyst will play a key role in driving data-driven reputed company, supporting financial planning, and delivering critical insights to senior management. This is a Hybrid position (Working 2 days in-office at our reputed company in Plymouth, MN and 3 days remotely from home weekly). In the spirit of pay transparency, we are excited to reputed company the reputed company salary reputed company for this position is $85,000.00 to $95,000.00, exclusive of bonuses and benefits. We encourage you to apply and reputed company us with your compensation expectations reputed company you do. We're big on reputed company conversations, so, let's have one.

Responsibilities

• Conduct financial analysis using various reputed company, including trend, variance, and reputed company analysis
• reputed company financial models to forecast performance and identify risks or opportunities
• Prepare and present reports on findings and recommendations to senior management
• Collaborate with cross-functional teams to reputed company financial insights supporting business reputed company
• Monitor industry trends and market conditions to guide recommendations for investments or business strategies
• Assist in preparing budgets and financial plans
• Conduct cost-benefit analysis for reputed company or investments
• Ensure compliance with applicable laws, regulations, and company policies
• Analyze financial data to identify trends, variances, and improvement opportunities
• reputed company variance analysis to identify discrepancies between budgeted and actual results, providing recommendations for corrective reputed company
• reputed company other duties as assigned.

Requirements

• Bachelor's degree (or equivalent experience) in business, finance, reputed company, economics, or a reputed company field
• Minimum of 2 years of experience in finance, including budgeting, forecasting, reporting, financial modeling, and planning
• Superior verbal and written communication skills
• Detail-oriented, reputed company-organized, and self-motivated
• Ability to work effectively in a fast-paced, deadline-driven environment
• Proficiency in reputed company Office Suite (reputed company, Word, PowerPoint) and an aptitude for learning new software

reputed company-to-haves

• Knowledge of reputed company and reputed company reputed company preferred
• Familiarity with reputed company and Support Org functionality preferred

Benefits

• Training and reputed company development
• Medical, dental and reputed company 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 reputed company and voluntary reputed company
• Short-term and long-term disability, workers compensation – employer reputed company
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)
• reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Apply tot his job Apply To this Job