Senior Analyst/Associate, Strategy & Growth

Mariner; Overland Park (KS); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading national financial services firm is seeking a Senior Financial Analyst/Associate to drive growth and strategy initiatives. This high-impact role involves partnering with senior leadership, providing data-driven insights, and supporting investment decisions across the organization. Ideal candidates should have a strong analytical background and the ability to synthesize complex data into actionable business strategies. Join us for a progressive opportunity in a dynamic work environment.

Benefits

Progressive opportunities

Professional growth support

Community involvement

Work-life balance culture

Qualifications

• 3-5+ years in financial analysis or corporate strategy.
• Advanced Excel and financial modeling skills required.
• Experience with BI tools preferred.

Responsibilities

• Lead preparation of financial insights for management.
• Perform variance analysis to assess performance.
• Support ad-hoc financial analysis and business cases.

Skills

Strategic thinking

Analytical skills

Problem-solving

Communication

Education

Bachelor's Degree in Business Finance or related field

MBA or relevant graduate degree

Tools

Excel

PowerPoint

Tableau

Looker

Power BI

Alteryx

SQL

Job description

Join to apply for the Senior Analyst/Associate, Strategy & Growth role at Mariner

Join to apply for the Senior Analyst/Associate, Strategy & Growth role at Mariner

Job Description

We are seeking a highly analytical and strategic thinker to join our team as a Senior Financial Analyst/Associate – Growth & Strategy. In this high-impact role, you will partner with senior leadership to drive strategic initiatives, analyze business performance, and support investment decisions across the organization. You’ll play a critical role in identifying growth opportunities, evaluating new business models, and delivering data-driven insights to shape the company's long-term strategy.

Job Description

We are seeking a highly analytical and strategic thinker to join our team as a Senior Financial Analyst/Associate – Growth & Strategy. In this high-impact role, you will partner with senior leadership to drive strategic initiatives, analyze business performance, and support investment decisions across the organization. You’ll play a critical role in identifying growth opportunities, evaluating new business models, and delivering data-driven insights to shape the company's long-term strategy.

Responsibilities

• Lead the preparation and delivery of financial insights on a monthly and quarterly basis, synthesizing complex data into clear, actionable takeaways for senior management and cross-functional stakeholders
• Perform detailed financial analysis, including variance analysis (actuals vs. budget/forecast), to assess performance against strategic goals and provide insights that support data-driven decision-making
• Identify and proactively address financial or operational issues, recommending solutions that are scalable and aligned with long-term business objectives
• Support ad-hoc financial analysis and business cases for leadership and business partners, providing clear, actionable recommendations
• Review and manage complex financial models to support forecasting, scenario planning, and strategic initiatives
• Lead or contribute to special projects and initiatives across the organization, providing financial expertise and analytical support to drive business results
  
  

Qualifications

• Bachelor's Degree in Business Finance or other analytical field preferred, MBA or relevant graduate degree preferred
• 3-5+ years of experience in financial analysis, FP&A, corporate strategy, or a similar analytical role
• Advanced Excel and financial modeling skills; proficiency in PowerPoint, and familiarity with BI tools (e.g., Tableau, Looker, Power BI) is preferred
  
  

Skills & Knowledge

• Strong strategic thinking, analytical, and problem-solving abilities
• Excellent communication skills, with the ability to present complex ideas clearly and influence stakeholders
• Self-starter with strong business acumen and an ownership mindset
• Experience in automation and data management tools (Alteryx, Tableau, SQL, etc.) preferred
  
  

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 can 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 $560 billion in assets as of 1/3/25. Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025. 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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

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