Senior Analyst, Finance

wsb•St. Louis Park, MN

18d

About The Position

Forge ahead with WSB. Reporting to the Director, Financial Planning and Analysis, the Senior Financial Analyst will play a key hands-on role in budgeting and forecasting, M&A financial analysis, performance reporting, and strategic projects. This is a high-visibility position that partners closely with leadership and provides meaningful exposure to private equity-backed operations, M&A activity, and executive-level reporting. WSB was founded on the understanding that culture drives results, and we've dedicated ourselves to the value of strong relationships, collaboration, and forward-thinking ideas. We've inspired each other to discover thoughtful and creative solutions that look beyond the needs of today to the opportunities of tomorrow. We invite you to forge ahead with us.

Requirements

Bachelor’s degree in Finance, Accounting, or related field required.
5+ years of progressive FP&A or financial analysis experience.
Strong financial modeling skills with a data-driven approach to decision-making.
Strong written and verbal communication skills, with the ability to present financial information clearly to non-finance stakeholders.
Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
Proficiency in ERP systems and financial planning tools.
Advanced Excel skills.

Nice To Haves

CPA or CMA a plus.
experience with Deltek Vantagepoint a plus.
experience with data visualization tools (e.g., Power BI, Tableau) preferred.
Proficiency with A.I. tools preferred.

Responsibilities

Support the annual budgeting process in close partnership with the Director, Financial Planning and Analysis, and CFO.
Maintain and update the annual forecast model on a periodic basis, incorporating actuals and revised assumptions.
Prepare budget/forecast versus actual analyses with clear commentary on key drivers and trends.
Support pro forma M&A financial modeling, including utilization rates, overhead rate analysis, and integration assumptions.
Track and report on financial performance of acquired companies post-close, supporting integration activities as needed.
Prepare accurate, timely, and insightful financial reports for internal stakeholders and the Company's financial sponsor.
Analyze business performance against budgets and forecasts, identifying key variance trends, risks, and opportunities.
Partner with department and functional leaders to provide real-time visibility into overhead and operating expenses.
Develop and maintain dashboards and reporting tools that enhance decision-making across the organization.
Support high-priority finance initiatives, which may include: Overhead rate tracking, projections, and optimization analysis; Cost savings identification and monitoring; Acquisition integration synergy tracking and cross-sell opportunity analysis; Ad hoc financial analysis in support of executive and sponsor requests.
Identify opportunities to streamline and enhance FP&A processes, tools, and systems.
Support automation initiatives to improve the efficiency and accuracy of financial reporting.
Document processes and build scalable reporting templates to support the growing finance function.