Director, FP&A Shared Services Leader bei Cetera Financial Group Inc
Cetera Financial Group Inc · San Diego, Vereinigte Staaten Von Amerika · Hybrid
- Senior
- Optionales Büro in San Diego
Lead Finance Business Partner for all Shared Service (“SS”) teams and annual enterprise staff planning administration. Create and maintain product and platform profitability reporting to support decisioning process and establish annual budget targets. Deliver monthly Headcount Dashboard with staffing insights and discussion and analysis. Partner with Corporate Strategy Capital planning team to budget plans and create tracking for ongoing costs and benefits.
Core Responsibilities:
- Direct, guide and develop team for high performance
- Support business decisions through product and platform profitability insights
- Support incentive compensation accrual process as liaison with HR leadership
- Review and guide team to research, and explain Actual vs. Budget financial variances each month
- Assist in leading overall company Budget and Forecast processes
- Partner with Controlling team to optimize Oracle management reporting system, helping to drive improvements and efficiencies in our current reporting structures
- Lead annual shared service allocation process
- Lead periodic EBITDA adjustement review committee and drive EBITDA “cleanliness”
- Review and analyze SS results before each accounting close to ensure accuracy
- Develop excellent relationships with colleagues across the business to foster an effective cross-functional working environment and collaborative spirit
Required Knowledge, Skills, and Abilities:
- Highly motivated with experience managing multiple projects in a fast-paced work environment
- Solid understanding of financial statements and accounting principles
- Strong Excel, PowerPoint, and financial modeling skills
- Ability to extract, manipulate, and turn large sets of data into actionable insights
Knowledge, Skills, and Abilities:
- Managent experience in the Financial Service industry
- Experience using large financial reporting systems (i.e., Essbase, Oracle Hyperion, etc.)
- Demonstrated experience leading teams
Minimum Required Education & Experience:
- Bachelor’s degree in finance, accounting, or related field
- 10+ years of management experience in finance, accounting, or business analysis.
Travel Requirements: Up to 10%
Compensation:
The base annual salary range for this role is $195,000 to $221,825, 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.
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Company
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:
- 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+ 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.
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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