Job Description
Job Description Cetera Financial Group (CFG) is seeking a
Senior Financial Analyst who will be responsible for supporting Cetera's Financial Planning & Analysis function, which broadly encompasses budgeting, forecasting, management reporting, and ad-hoc financial analysis. In this capacity, he/she will partner closely with various Business Unit leaders, Shared Service FP&A, Subsidiary Finance, and HR team members in a key role to develop and provide expert insight into the planning, forecasting, tracking, analysis, and reporting of operating expenses, human capital, and compensation for the assigned business segments or the enterprise as a whole.
What you will do: - Develop/maintain complex financial models as part of the company's budgeting, forecasting, and long-term planning processes (workforce planning and compensation, variable and incentive compensation, flash reporting, and dashboards detailing and analyzing staff and non-staff operating expenses).
- Partner and interact with various Business Units, as well as HR, and Finance business partners to facilitate and support expense, headcount, and compensation-related planning, forecasting, reporting, analytics, and variance analysis.
- Present monthly performance and ad-hoc analysis to Senior Management and Executive Leadership.
- Contribute to the preparation of management reports and executive presentations by tracking and assessing the firm-wide staff-related spending through detailed understanding and analysis of compensation expense items including salaries, taxes, benefits, incentive compensation, and recruiting-related expenses.
- Work closely with Shared Service Finance leadership and other finance team members to improve various current human capital management processes (workforce planning, position management, hiring governance, monthly reporting, etc.) through simplification, enhancements, and/or automation.
- Routinely work with various aspects of the business to design and implement framework and modeling for calculating the variable compensation paid to employees within recruiting, advisory sales, retirement planning, etc., and work with accounting to ensure variable compensation is properly accrued for.
- Leverage technology (Oracle, Tableau) to build out expense dashboarding (monthly/quarterly), maintain key metric databases within applicable systems, and assist with the implementation of new tools and systems.
- Develop and maintain excellent relationships with colleagues across business units/ departments to foster an effective cross-functional working environment and collaborative spirit.
What you need to have: - Bachelor's Degree (finance or economics preferred, but not required), MBA a plus.
- Minimum of 3-5 years of experience in FP&A, finance, or business analysis role.
- Solid understanding of financial statements, corporate finance, and accounting principles.
- Proficiency in the use of business applications, particularly Excel and PowerPoint.
- Strong financial modeling and analysis skills.
- Ability to synthesize, analyze, and identify trends and patterns in complex data sets.
- Experience with financial reporting and general ledger applications (Oracle ERP/PBCS/HCM tools, Hyperion or similar).
What is nice to have: - Highly motivated with a strong work ethic and demonstrated experience managing multiple projects in a fast-paced, deadline-oriented work environment.
- Ability to use good judgment, tact, and discretion while overseeing confidential and sensitive information.
- Strong written and verbal communication skills.
- Collaborator with a customer service mentality and a sense of urgency and purpose.
- Knowledge of the financial services industry is preferred but not required.
Travel Requirements: Up to (10%).
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About Us What we give you in return: Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 day of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and foster.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group: Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
Job Tags
Holiday work, Full time, Flexible hours,