Financial Analyst
2 weeks ago
As a key member of Cetera's Financial Planning & Analysis team, the Financial Analyst will partner with key finance and growth organization stakeholders to help support new business development and attrition management efforts. This role has high exposure to leadership and is critical to our ability to support the organization's organic growth objectives. This is a hybrid role, candidates must be located in St Cloud, MN.
Core Responsibilities:
- Collaborate with the Growth Organization to support New Business and Attrition Management efforts.
- Assess the financial and economic performance of Growth initiatives through detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability.
- Review and verify supporting documentation for new business opportunities and audit results to ensure organic growth objectives are being met.
- Monitor performance of various Growth Organization initiatives, providing regular updates to senior management.
- Develop and maintain excellent relationships with colleagues across the business to foster an effective cross-functional working environment and collaborative spirit.
- Help to improve current finance processes through simplification and/or automation.
- Contribute to preparation of management reports and executive presentations.
- Other duties as assigned.
- Bachelor's degree in finance, accounting, or related field.
- Minimum of 2 year(s) of experience in finance, account, or business analyst 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
- Experience in the Financial Service industry.
- Prior experience with transactional pricing, underwriting, credit analysis, etc.
- Comfort and experience using financial reporting and planning tools.
Compensation:
The base annual salary range for this role is $52,000 to $77,000, 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+ 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 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.
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