Senior Financial Analyst

Are you passionate about transforming financial data into insights that shape business strategy?  Join Cetera’s Corporate Development team and play a critical role in driving growth and profitability across a highly dynamic organization. 

As a Senior Financial Analyst, you will serve as a strategic partner to the Corporate Development team within a highly acquisitive environment, supporting a firm that has completed more than 100 transactions over the past six years.  You will collaborate closely with finance, accounting, and business leaders to deliver actionable insights, develop innovative solutions, and influence strategic decisions at the executive level.

What You Will Do: 

• Lead firm-wide, portfolio-level revenue budgeting and forecasting for both prospective and completed transactions.  

• Provide data-driven analysis and recommendations to the Executive Leadership Team on investment-related strategic decisions.

• Translate complex financial data into actionable insights that influence executive decision-making. 

• Develop, maintain, and enhance financial models to support strategic planning, forecasting, and scenario analysis. 

• Partner with cross-functional teams and external advisors throughout acquisition activities, including due diligence, valuation, synergy analysis, and post-transaction planning. 

• Drive key FP&A processes end-to-end, including facilitating meetings, resolving issues, and ensuring timely completion of deliverables. 

• Prepare and deliver consolidated monthly management reporting, highlighting key trends, risks, and opportunities. 

• Serve as a subject matter expert for the Oracle management reporting system and lead enhancements to reporting accuracy, structure, and usability. 

• Continuously improve forecasting methodologies, reporting cadence, and financial controls. 

• Support the development of materials for Board of Directors and senior leadership presentations, including clear financial narratives and insights. 

• Monitor financial performance across business units through variance analysis and partner with leaders to identify corrective actions and improvement opportunities. 

• Build strong, collaborative relationships across the organization to support effective decision-making and a positive cross-functional working environment

What You Need to Have: 

• Bachelor’s Degree in finance, accounting, or related field
• 3 - 5 years of experience in a finance, accounting, or business analysis role
• Highly motivated with experience managing multiple projects in a fast-paced work environment 
• Solid understanding of financial statements and accounting principles 
• Strong Excel, PowerPoint, and financial modeling skills  
• Ability to extract, manipulate, and turn large sets of data into actionable insights

What's Nice to Have: 

• Experience within the Financial Service Industry.
• Proven ability to work cross-functionally across multiple areas of a complex organization. 
• Ability to clearly communicate complex financial concepts to senior leaders and non-finance stakeholders.
• Hands-on experience with large financial reporting and planning systems (e.g., Essbase, Oracle Hyperion, or similar platforms)
• Demonstrated expertise in  building and maintaining financial models, including forecasts, sensitivity analyses, and models developed from the ground up. 
• Experience improving forecasting processes, models, or reporting frameworks to enhance accuracy and efficiency. 
• Strong analytical and strategic mindset, with an inquisitive approach to applying financial insights to broader business challenges. 
• Excellent time management skills, with the ability to prioritize competing demands while allowing space for thoughtful analysis and original thinking. 
• Demonstrated ability to operate with a high degree of autonomy, exercising sound judgment in ambiguous or fast paced environments. 
• Experience supporting M&A, corporate development, or transaction-related financial analysis. 

Compensation: 

The base annual salary range for this role is $78,000 to $108,000, plus a competitive performance-based bonus.  Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations. 

#LI-Hybrid 

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 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.

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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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 independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. All firms are members FINRA/SIPC.

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 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.

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