Amanda W.
Senior Financial Analyst | MBA | Lifetime Learner
- Role
- Senior Financial Analyst at Cetera Financial Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Amanda W.
Enthusiastic Leader who finds joy in creating systems and structure that enable a business strategy to thrive! Over 20 years across multiple industries implementing strategy and controls to improve business operations and budget management process. Chief of Staff for C-Level Executives; executing short and long term operating rhythms and OKR/ KPI metrics while simultaneously contributing to a rapidly expanding business strategy.Along with day-to-day operation management, succeeds in managing business requirements, forecasting, budgeting, risk analysis and reporting for ~$100M in project portfolios.Combining business acumen and EQ methodology; Excels in creating “order within the chaos” while simultaneously implementing improvement and efficiency focusing on ensuring our resources are a central focus in change management.
Experience
Senior Financial Analyst
May 2025 — Present · San Diego, CA, US
As a Senior Financial Analyst at Cetera Financial Group, I partner across business units to drive strategic financial planning, workforce analytics, and executive reporting. I build dynamic models, streamline compensation processes, and deliver insights that help leadership make smarter, faster decisions. Passionate about turning complex data into clear, actionable strategies.
Education
CSUSM College of Business
MBA, Business Management
National University
BBA, Business/ Finance
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