Growth Analytics Lead: AI-Driven Insights & Modeling

Cetera Financial Group, Inc.

Texas

On-site

USD 75,000 - 113,000

Full time

4 days ago

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Job summary

Cetera Financial Group, Inc. is seeking a Senior Business Analyst to drive growth through advanced data analytics, financial modeling, and AI-enabled reporting. You will work with Snowflake, Claude, and Copilot Studio to automate reporting and scale data-driven decision making.

The role sits in Growth Operations, collaborating with leaders to translate insights into strategy and execution across multiple data sources and tools.

Qualifications

Bachelors or equivalent in finance, economics, CS, data analytics, or related field.
Minimum 5 years in data analytics with SQL for data aggregation.
Minimum 5 years building financial models in Excel with advanced functions.

Responsibilities

Aggregate data from disparate sources to generate advanced analytics and insights for senior leaders.
Build conversational/workflow agents in Claude and Copilot Studio integrated with Snowflake and Salesforce.
Develop and maintain advanced financial models in Excel for forecasting and scenario analysis.
Translate business outcomes into data and reporting requirements with stakeholders.
Create dashboards and reports (Tableau, Snowflake Streamlit) to visualize results and forecasts.

Skills

Data analytics

SQL

Excel financial models

Agentic AI solutions

Tableau

Copilot Studio

Snowflake

Dashboards

Education

Bachelor’s degree in finance, economics, CS, or data analytics

Tools

Snowflake

Salesforce

Tableau

Power Query

Snowflake Cortex

Job description

The role sits in Growth Operations, collaborating with leaders to translate insights into strategy and execution across multiple data sources and tools.

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