What are the responsibilities and job description for the Senior Financial Analyst - Hybrid position at Mariner?
Job Description
We are currently seeking candidates for a Senior Financial 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.
Responsibilities
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.
We are currently seeking candidates for a Senior Financial 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.
Responsibilities
- Take a proactive approach to problem-solving and customizing solutions that are scalable
- Collaborate with internal team members and cross-functional groups to gather strategic insight to enable forward-looking, driver-based modeling
- Optimize and improve upon current-state reporting processes
- Assist with driver-based modeling to forecast future results across multiple aspects of the business
- 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
- Perform ad-hoc analyses as needed for management and other stakeholders
- Bachelor's Degree in Business, Finance or other analytical field preferred
- 2-4 years of professional experience
- Experience with Oracle Planning (EPM) applications as well as experience with in-depth data analysis utilizing tools such as SQL, Alteryx, etc. highly preferred
- Possesses the capability to work in ambiguous work settings
- Clear communicator with the ability to build strong working relationships
- Positive attitude and willingness to go above and beyond
- Highly organized & detail-oriented, with strong analytical skills
- 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
- Experience in Microsoft Office Suite advanced Excel skills
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.
