Corporate Strategy – Finance Manager

Cnect

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.

Posted 4/11/2026full-timeDes Moines • Iowa • 🇺🇸 United StatesMid-LevelSenior💰 $87,000 - $122,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial modelingforecastingbudgetingrevenue analysismargin analysisvendor reviewsensitivity analysiscash flow analysisproject planning

Soft Skills

effective communicationstrategic insightsdata analysisexecutive decision-makinglong-term value creation

Certifications

Bachelor's degree in financeMBA