Analyst, Strategy & Growth - Hybrid

Job Description

We are currently seeking candidates for an analyst position in a hybrid work environment based out of Overland Park, Kansas. To be successful in this role, a candidate will have strong attention to detail and an analytical mindset with the ability to manage multiple workstreams. This role will support the advisor leadership team and its key initiatives.

Responsibilities

• Deliver key deliverables on a quarterly/monthly cadence to management and other key stakeholders
• Analyze financials including comparative analysis of actual results vs. budget/forecast, in consideration of the company’s goals, and communicate findings to various stakeholders across the organization
• Maintain recurring reports/dashboards and provide timely analysis of the results
• Take a proactive approach to problem-solving and customizing solutions that are scalable
• Collaborate with internal team members and cross-functional groups in order to gather strategic insight to enable forward-looking, driver-based modeling
• Perform ad-hoc analyses as needed for management and other stakeholders
• Prepare and maintain complex financial models
• Special projects to support business unit initiatives as needed
  
  

Qualifications

• Bachelor's Degree in Business Finance or other analytical field preferred
• 2 - 4 years of experience in a financial analyst role, or a similar analytical role
• Experience in Microsoft Office Suite, including intermediate or advanced Excel skills
  
  

Skills & Knowledge

• A strong business and financial acumen along with an ability to work effectively with and analyze datasets
• Preferred: Experience in automation and data management tools (Alteryx, Tableau, SQL, etc.)
• Clear communicator with the ability to build strong working relationships
• Positive attitude and willingness to go above and beyond
• Highly organized & detail-oriented
• Adaptable to change with a desire to learn and grow
• Ability to gather and analyze large sets of data from multiple data sources to understand key drivers and provide insights
• Works well independently while understanding and supporting the broader goals of the team
  
  

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

EOE M/F/D/V

About Us

Mariner is a privately held, national financial services firm equipped with the experience to meet your modern wealth needs. Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients. By opening more windows of wealth, we create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry. Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $253 billion in assets as of 9/30/24. Learn more at www.mariner.com .

About The Team

Our culture of belonging is our most valuable asset and what makes growth and innovation possible. Your unique abilities are a vital part of what makes us Mariner and we are committed to accelerating your access to excellence.