What are the responsibilities and job description for the Financial Planning & Analysis Manager position at Cetera Financial Group?
Job Description
Cetera Financial Group (CFG) is seeking a Financial Planning & Analysis Manager to lead and serve as a Lead Finance Business Partner for capital and M&A projects and strategic initiatives supporting decision-making processes, managing annual budgets, and delivering financial KPI insights. Engage with project and initiative leads to support the approval process and monitor ongoing performance. Partner with the broader organization to drive operating efficiencies and present monthly discussions and analyses of results.
What you will do :
- Design and maintain insightful reporting and analysis of one-time costs, ongoing costs of new initiatives, ongoing benefits of new initiatives, and integration synergies for approved projects and initiatives across the organization.
- Partner with the strategy, project management, integrations, and corporate development teams to drive improvements and efficiencies in reporting processes and distribution including tracking metrics aligned with objectives.
- Prepare and present materials for steering and leadership meetings to drive enterprise performance.
- Assist in leading project and initiative approval processes.
- Assist in leading project and initiative budget and forecast processes.
- Review project and initiative results before each accounting close to ensure accuracy.
- Research and explain financial variances each month.
- Develop excellent relationships with colleagues across the business to foster an effective cross-functional working environment and collaborative spirit.
- Direct, guide, and develop the team for high performance.
What you need to have :
What is nice to have :
Travel Requirements : Up to (10%).
LI-DNI
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 :
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.
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