Cnect

Corporate Strategy – Finance Manager

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Des Moines • Iowa • United States

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Salary

💰 $87,000 - $122,000 per year

About the role

  • 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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

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