Corporate Strategy & Finance Manager

Des Moines, IA, US • Posted 7 hours ago • Updated 7 hours ago
Full Time
On-site
USD $87,000.00 - 122,000.00 per year
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Fitment

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Job Details

Skills

  • Business Strategy
  • Strategic Management
  • Strategic Analysis
  • Information Assurance
  • Impact Analysis
  • Information Architecture
  • Pricing Strategy
  • Acquisition
  • Optimization
  • NFS
  • Negotiations
  • Pricing
  • Management
  • Data Compression
  • KPI
  • Marketing
  • Analytics
  • Communication
  • Tableau
  • Strategic Planning
  • Leadership
  • Sustainability
  • Recruiting
  • Mergers and Acquisitions
  • Reporting
  • Economics
  • MBA
  • Decision-making
  • Effective Communication
  • Messaging
  • Modeling
  • Forecasting
  • Budget
  • Cash Flow
  • Project Planning
  • Data Modeling
  • Visualization
  • Alteryx
  • Accounting
  • Finance
  • Wealth Management

Summary

Job Description

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.

What You Will Do:

  • 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.


What You Need to Have:

  • 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.


What's Nice to have:

  • 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.


Travel Requirements: As required

Compensation:

The base annual salary range for this role is $87,000 to $122,000, 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
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: RTX1a6d2c
  • Position Id: 6217
  • Posted 7 hours ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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