Senior Financial Analyst at Cetera Financial Group in Redondo Beach, California

Senior Financial Analyst

The Senior Financial Analyst owns Cetera's enterprise revenue forecasting and modeling function. In this role, you will serve as the subject matter expert for revenue flows across operational systems, financial models, and consolidated reporting. You will partner with FP&A leadership, Accounting, Data, and business stakeholders to deliver accurate forecasts, variance analysis, and executive-ready reporting-while driving automation and process improvements that enable better, faster decisions.

What You'll Do:

• Build and maintain driver-based revenue models supporting annual planning, quarterly reforecasts, and ad hoc scenario analysis
• Establish best practices for financial model governance, version control, and documentation
• Streamline, automate, and standardize revenue forecasting and reporting processes
• Document revenue model logic, assumptions, and methodologies to ensure transparency, consistency, and scalability
• Partner with business leaders to develop forecasting assumptions that align operational drivers with financial outcomes
• Design processes to allocate revenues across business lines and products in support of evolving management reporting needs
• Proactively identify trends, emerging risks, and upside opportunities within revenue performance
• Improve forecast accuracy over time by integrating new data sources, refined methodologies, and stakeholder feedback
• Maintain deep knowledge of how revenue flows through upstream systems, data transformations, and financial reporting outputs

What You Need to Have:

• Bachelor's degree in finance, accounting, economics, or related field
• 3+ years in FP&A or strategic finance, ideally in a high-growth or dynamic environment; investment banking or consulting experience a plus
• Experience with enterprise financial reporting systems (e.g., Essbase, Oracle Hyperion)
• Proven track record building and maintaining scalable, driver-based models in complex environments
• Experience in the financial services industry preferred

The base salary range for this role in El Segundo, CA is $83,000 to $113,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

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 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.

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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.

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 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.