Growth Analytics Lead - Data-Driven Strategy & AI

Socket.dev

Dallas (TX)

On-site

USD 106,000 - 141,000

Full time

13 days ago
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Benefits offered by this job

Health insurance
Paid time off (PTO)
401(k) plan
Parental leave
Flexible spending accounts

Job summary

Cetera Financial Group in Dallas, TX seeks a Senior Growth Strategy Analyst to aggregate data from enterprise sources, build advanced financial models, and deliver insights that drive growth, analytics, and operational efficiency. You will design semantic views and models in Snowflake, develop agentic analytics with Cortex and Claude, and create dashboards that inform leaders and executives.

This role requires 5+ years in data analytics, strong SQL, expert Excel modeling, familiarity with data

Qualifications

  • Minimum 5 years in data analytics with SQL proficiency for aggregating datasets.
  • Strong Excel modeling skills including advanced functions and scenario modelling.
  • Experience with semantic views/models (Snowflake Cortex Analyst, dbt semantic layer) and data mesh concepts.
  • Experience prototyping agentic AI solutions (Snowflake Cortex Agents, Claude-based, or Copilot Studio).
  • Proficiency with visualization tools like Tableau and Snowflake Streamlit.

Responsibilities

  • Aggregate data from multiple sources to produce advanced analytics and insights for senior leaders.
  • Design and maintain Snowflake semantic views/models exposing growth metrics.
  • Develop agentic analytics solutions using Cortex Analyst/Search/Agents for natural-language self-service.
  • Build Claude and Copilot Studio agents integrated with Snowflake/Salesforce for automated reporting.
  • Contribute to data mesh by defining data products and governance for Growth domain.
  • Build advanced financial models in Excel to support strategic decisions.
  • Translate business outcomes into data/reporting requirements and partner with stakeholders.
  • Create dashboards and reports (Tableau, Snowflake Streamlit) to visualize results and forecasts.
  • Automate data collection and reporting with Snowflake Tasks/Streams, Alteryx, and AI orchestration.
  • Lead special projects from ideation to executive delivery.

Skills

SQL
Data analytics
Excel modeling
Semantic views/models
Snowflake Cortex
Claude / Copilot Studio
Dashboard tooling
Salesforce
Agentic analytics
Data mesh concepts

Education

Bachelor's degree in Finance/Economics/CS/Data Analytics

Tools

Snowflake
Claude
Copilot Studio
dbt semantic layer
Tableau
Snowflake Streamlit
Alteryx
Salesforce

Job description

Cetera Financial Group in Dallas, TX seeks a Senior Growth Strategy Analyst to aggregate data from enterprise sources, build advanced financial models, and deliver insights that drive growth, analytics, and operational efficiency. You will design semantic views and models in Snowflake, develop agentic analytics with Cortex and Claude, and create dashboards that inform leaders and executives.

This role requires 5+ years in data analytics, strong SQL, expert Excel modeling, familiarity with data

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