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Financial Analyst

Candidate Experience site
Saint Cloud, MN Full Time
POSTED ON 11/18/2025
AVAILABLE BEFORE 1/18/2026

As a key member of Cetera’s Financial Planning & Analysis team, the Financial Analyst will partner with key finance and growth organization stakeholders to help support new business development and attrition management efforts.  This role has high exposure to leadership and is critical to our ability to support the organization’s organic growth objectives. This is a hybrid role, candidates must be located in St Cloud, MN. 

 

Core Responsibilities:

  • Collaborate with the Growth Organization to support New Business and Attrition Management efforts.
  • Assess the financial and economic performance of Growth initiatives through detailed understanding of revenue and cost drivers, identifying ways to increase growth and profitability. 
  • Review and verify supporting documentation for new business opportunities and audit results to ensure organic growth objectives are being met.
  • Monitor performance of various Growth Organization initiatives, providing regular updates to senior management. 
  • Develop and maintain excellent relationships with colleagues across the business to foster an effective cross-functional working environment and collaborative spirit.
  • Help to improve current finance processes through simplification and/or automation.
  • Contribute to preparation of management reports and executive presentations.
  • Other duties as assigned.

 

Required Knowledge, Skills, and Abilities:

  • Bachelor's degree in finance, accounting, or related field.
  • Minimum of 2 year(s) of experience in finance, account, or business analyst role.
  • 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
  • Experience in the Financial Service industry.
  • Prior experience with transactional pricing, underwriting, credit analysis, etc.
  • Comfort and experience using financial reporting and planning tools.

 

Travel Requirements: Requires very little to no travel (less than 5%)

 

Compensation: 

The base annual salary range for this role is $52,000 to $77,000, 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. 

 

#LI-Hybrid 

Salary : $52,000 - $77,000

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