Senior Financial Analyst

Cetera • El Segundo, CA

4h • Hybrid

About The Position

The Senior Financial Analyst owns Cetera’s enterprise revenue forecasting and modeling function. In this role, you will serve as the subject matter expert for revenue flows across operational systems, financial models, and consolidated reporting. You will partner with FP&A leadership, Accounting, Data, and business stakeholders to deliver accurate forecasts, variance analysis, and executive-ready reporting—while driving automation and process improvements that enable better, faster decisions.

Requirements

• Bachelor’s degree in finance, accounting, economics, or related field
• 3+ years in FP&A or strategic finance, ideally in a high-growth or dynamic environment
• Experience with enterprise financial reporting systems (e.g., Essbase, Oracle Hyperion)
• Proven track record building and maintaining scalable, driver-based models in complex environments

Nice To Haves

• Investment banking or consulting experience a plus
• Experience in the financial services industry preferred

Responsibilities

• Build and maintain driver-based revenue models supporting annual planning, quarterly reforecasts, and ad hoc scenario analysis
• Establish best practices for financial model governance, version control, and documentation
• Streamline, automate, and standardize revenue forecasting and reporting processes
• Document revenue model logic, assumptions, and methodologies to ensure transparency, consistency, and scalability
• Partner with business leaders to develop forecasting assumptions that align operational drivers with financial outcomes
• Design processes to allocate revenues across business lines and products in support of evolving management reporting needs
• Proactively identify trends, emerging risks, and upside opportunities within revenue performance
• Improve forecast accuracy over time by integrating new data sources, refined methodologies, and stakeholder feedback
• Maintain deep knowledge of how revenue flows through upstream systems, data transformations, and financial reporting outputs

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: Senior
• Number of Employees: 251-500 employees