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
1
Category
Accounting/Finance

Overview

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.

Responsibilities

  • 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

Qualifications

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

 Qualifications:

  • 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.

 

EOE/M/F/D/V

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