Mariner Wealth Advisors

Vice President, Financial Planning & Analysis

Job Location(s) US-KS-Overland Park
Posted Date 4 weeks ago(5/24/2021 6:14 PM)
# of Openings
1
Category
Accounting/Finance

Overview

The Vice President, Financial Planning & Analysis at Mariner Wealth Advisors is the ideal role for an individual looking to lead a dynamic, business focused team and is an analytical thinker with the ability to manage multiple projects while fostering an atmosphere that motivates others. 

 

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

  • Utilize analysis of past results, current plans, and forecasts to assist cross functional groups in predicting/optimizing future results, as well as communicating to investors
  • Recommend optimal capital structure in issuance and utilization of Company’s debt and equity
  • Lead the evaluation of acquisition opportunities, assessment of synergies, creation of proforma financial statements, analysis of financial data and investment valuation, and process of post-close analysis
  • Review of budgets and analysis of financial performance for use in company decision-making
  • Review 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
  • Develop and maintain strategic relationships with internal clients and other departments within the firm
  • Conduct analyses and deliver presentations of competitive landscape and keep abreast of trends to identify patterns, opportunities and gaps
  • Respond to internal client requests with optimal customer service while operating within ethical and compliance guidelines
  • Lead collaboration of team members and cross functional groups on ways to improve current processes or implement new processes
  • Special projects as needed

Qualifications

Skills and Knowledge

  • Confident communicator with ability to build strong working relationships in a team environment
  • Ability to ramp-up quickly on subject matter and synthesize salient information into succinct verbal and written communication
  • Strong experience modeling in Excel, importing/exporting data, and presenting in verbal and written format (Tableau and Alteryx a plus)
  • Experience leading a team, able to identify opportunities for positive change in the department
  • 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
  • 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 10-15 years of strong quantitative, analytical and research skills
  • Experience working with private equity, preferred

 

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

Options

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