Growth Analytics Lead — AI, Snowflake & Tableau (Hybrid)

Cetera Financial Group, Inc.; Texas; Hybrid; USD 75,000 - 105,000; Full time

Job summary

Cetera Financial Group, Inc. is seeking a Senior Business Analyst to aggregate data from enterprise sources, build advanced financial models in Excel, and deliver insights that drive growth and efficiency.

The role sits at the intersection of business strategy and AI tooling, leveraging Snowflake, Claude, and Copilot Studio to scale data-driven decisions. The ideal candidate will thrive in ambiguous environments, guide projects from ideation to executive delivery, and develop dashboards and

Qualifications

• 5+ years of experience in data analytics and SQL for aggregating datasets
• 5+ years of experience building financial models in Excel with advanced functions and scenario modeling
• Experience prototyping agentic AI solutions (Snowflake Cortex, Claude-based, or Copilot Studio)
• Experience with visualization/reporting tools such as Tableau and Snowflake Streamlit
• Comfort learning new tooling like Airtable and emerging AI platforms
• Ability to derive data-driven insights from large, ambiguous datasets

Responsibilities

• Identify, collect, and analyze data to produce advanced analytics and insights for senior leaders
• Build conversational/workflow agents in Claude and Copilot Studio integrated with Snowflake and Salesforce
• Develop advanced financial models in Excel to support strategic decisions
• Collaborate with stakeholders to translate business outcomes into data/reporting requirements
• Create dashboards and reports (Tableau, Snowflake Streamlit) visualizing results and forecasts
• Automate data collection/reporting with Snowflake Tasks/Streams and Alteryx
• Lead analytics on special projects from ideation through executive delivery

Skills

Data analytics

SQL

Financial modeling

Agentic AI

Tableau

Communication

Education

Bachelor's degree in finance, economics, CS, data analytics

Tools

Snowflake

Excel

Copilot Studio

Claude

Tableau

Alteryx

Job description

Cetera Financial Group, Inc. is seeking a Senior Business Analyst to aggregate data from enterprise sources, build advanced financial models in Excel, and deliver insights that drive growth and efficiency.

The role sits at the intersection of business strategy and AI tooling, leveraging Snowflake, Claude, and Copilot Studio to scale data-driven decisions. The ideal candidate will thrive in ambiguous environments, guide projects from ideation to executive delivery, and develop dashboards and