Mariner Wealth Advisors

Senior Financial Analyst

Job Location(s) US-KS-Overland Park
Posted Date 4 weeks ago(5/24/2021 6:11 PM)
# of Openings


The Senior Financial Analyst position at Mariner Wealth Advisors is the ideal role for an individual looking to join a dynamic, business focused, team and has a strong attention to detail and an analytical mindset with the ability to manage multiple projects.  


If you are looking to build your career with a firm that puts the client first by providing 360° advice designed to last, then Mariner Wealth Advisors is the right firm for you. We actively nurture the next generation of professionals, give back to the community and have a diverse culture where associates genuinely love where they work and receive support to meet their career goals.


  • Preparation of budgets and analysis of financial performance for use in company decision-making
  • Utilize analysis of past results, current plans and forecasts to assist cross functional groups in predicting/optimizing future results
  • Evaluate acquisition opportunities, assess synergies, create proforma financial statements, analyze financial data, guide investment valuation and create process for post-close analysis
  • Analyze profitability among various revenue sources and revenue relationships between internal business units
  • Monitor capacities of resources within the organization and identify when additional investment is necessary
  • Collaborate with team members and cross functional groups on ways to improve current processes or implement new processes including developing professional presentation materials
  • Conduct analyses and deliver presentations of competitive landscape, and keep abreast of trends to identify patterns, opportunities and gaps
  • Present numerical analyses in high-level graphical terms to assist in ease of understanding
  • Respond to internal client requests with optimal customer service while operating within ethical and compliance guidelines
  • Develop and maintain relationships with internal clients and other departments within the firm
  • Special projects as needed


Skills and Knowledge

  • Ability to ramp-up quickly on subject matter and synthesize salient information into succinct verbal and written communication
  • Proficient modeling in Excel, importing/exporting data and presenting in verbal and written format (Tableau and Alteryx a plus)
  • Confident communicator with ability to build strong working relationships in a team environment
  • Should be adaptable to changing needs in a fast-paced, entrepreneurial environment
  • Ability to conceptualize and support big picture concepts and goals of the organization
  • Works well with minimal guidance, able to identify opportunities for positive change in the department
  • Positive attitude and willingness to go above and beyond
  • Highly organized, detail oriented, with strong analytical skills


  • A bachelor’s degree. Preferred degrees in Accounting, Finance or Economics. (MBA is a plus)
  • Minimum of 5-7 years of strong quantitative, analytical and research skills


We welcome your interest in being a part of Mariner Wealth Advisors. We offer our associates an innovative, challenging place to work where camaraderie and teamwork are central to our culture. We are growth-oriented and entrepreneurial. We respect people and value talent, experience and ambition.




Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed