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 www.wealthenhancement.com.

We have an excellent opportunity for a Financial Analyst! This position will support Wealth Enhancement’s cash flow forecasting, modeling, and reporting. This position will support M&A through earn-out modeling and reporting, support of the valuation and accounting of the earn-out liabilities, and evaluation of performance against underwriting models. This position will also be responsible for various corporate and business ad-hoc analyses, as necessary. This is a hybrid position with 1-2 days in-office/week.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $80,000.00 to $100,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual 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

Support cash flow forecast for the firm

• Use existing model to accurately forecast future cash flows

• Identify and understand variances to forecast

• Ensure WEG has sufficient cash to meet future obligations

• Forecast the firm’s debt covenant ratios

• Support hedging activity cash impact

• Identify enhancements to existing forecast as needed

Support the valuation of future earn-out payments from completed M&A transactions

• Maintain valuation model that calculates potential future payments to acquired firms

• Understand contract language to ensure accurate valuation

• Forecast balance sheet value of payments in the future

• Maintain support for valuations and accounting classifications

Complete other analysis as assigned

• M&A transaction evaluation and support

• Covenant reporting to lenders / parents

• Ad hoc analysis

Education/Qualifications

• Bachelor’s degree in finance, accounting, or related field

• 1+ years of related Finance experience; preferably in cash forecasting, treasury analytics, financial modeling, or M&A financial support

• Exhibit strong thought leadership and problem-solving capabilities

• Strong attention to detail

• Advanced Excel skills required

• Must be able to understand and leverage data and analytics to improve decision making and results

• Strong verbal and written communication skills

• Ability to influence and interact with all levels in the organization

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 Individual Contributor level is $79,200.00 to $110,900.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position.

IND123

#LI – HYBRID

#LI - MR1

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 participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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 763-417-1700

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.