Corporate Strategy & Finance Manager

Cetera • Des Moines, IA

9h • $87,000 - $122,000 • Hybrid

About The Position

As a Strategic Analysis Manager, you will partner with business leaders across
the organization to support topline growth, optimize the cost structure, and
drive efficiencies that maximize enterprise value. This is a hybrid role in Des
Moines, IA.

Requirements

• Bachelor's degree in finance or a related field. MBA preferred.
• A minimum of 5+ years of experience within finance or accounting.
• Proven ability to distill complex financial data into strategic insights that influence executive decision-making and drive long-term value creation.
• Ability to recognize the fundamental underlying drivers of Cetera’s financial success eliminate the ‘noise’ that interferes with effective analysis.
• Effective communication skills; the ability to condense complex data sets and models into manageable messaging, creating recommendations or options for senior leaders.
• Experience with financial modelling: including forecasting and budgeting, revenue or margin analysis, vendor review, sensitivity analysis, cash flow analysis, project planning.

Nice To Haves

• Familiarity with data modelling and visualization tools, such as Alteryx, etc.
• Knowledge of finance and accounting concepts required.
• Familiarity with financial instruments and the wealth management space preferred.
• Ability to work in a team environment in an organization with many remote employees.

Responsibilities

• Drive strategic financial decision-making by delivering actionable insights on pricing strategy, advisor recruitment and acquisition modeling, margin optimization, revenue leakage, and growth opportunities across business lines. Examples Include: Pershing and NFS contract negotiations Advisory program design and pricing initiatives Direct-to-platform strategy and comparative economics across the multi-channel offering Margin sensitivity analysis as a core feature (e.g. market impact on fee compression, etc.)
• Deliver high-impact, data-driven insights to inform and accelerate corporate strategies focused on key performance indicators (KPIs.) Examples Include: Advisor and client profitability and segmentation; lifetime value of advisors and investors; advisor engagement including technology, marketing, etc. Advisor ‘at-risk’ metrics and succession pipeline OPEX/Cost to serve analysis for unit economics; true on platform vs. off platform performance Implement guided analytics approach to increase value and ease of communication of results and replace certain Tableau reports.
• Support the annual strategic planning process, partnering with executive leadership to define long-term growth objectives, assess market opportunities, and align financial resources with strategic priorities.
• Create best-in-class economic model(s) to support strategic corporate decision making, emphasizing sustainability, accuracy, timeliness, and completeness. Examples Include: Integration of acquired businesses and product adjacencies into the core, economic data model to understand organic growth, right-size recruitment and M&A assumptions, and drive investment into the highest margin categories Increase timeliness, accuracy, and depth of reporting capabilities. Expand unit economics into advisor profitability and product profitability through filtering capabilities.

Benefits

• 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 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees