Hybrid Corporate Strategy – Finance Manager

at Cnect

• Job title: Corporate Strategy – Finance Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $87,000 - $122,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Des Moines, United States

About the role

• Corporate Strategy & Finance Manager driving financial decision-making and insights in a hybrid role with Cetera. Supporting strategic planning and economic modeling for growth objectives and efficiencies.

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.
• Deliver high-impact, data-driven insights to inform and accelerate corporate strategies focused on key performance indicators (KPIs).
• 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.

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.

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.