Growth Analytics & Strategy Lead

Cetera Financial Group; Dallas (TX); Presencial; USD 100.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with company match

Paid time off and holidays

Wellness programs

Employee assistance program

Descripción de la vacante

Cetera Financial Group is seeking a Senior Growth Strategy Analyst to turn data into actionable insights for growth and advisor productivity. You will build financial models, dashboards, and presentations for executives, partnering with Growth Operations to automate analyses and improve reporting accuracy.

Strong emphasis on clear communication and timely delivery of analytics and recommendations. The role supports decision‑making across growth initiatives and operational performance, with a

Formación

• Bachelor’s degree in Finance, Economics, CS, Data Analytics, or related field.
• 5+ years in data analytics, growth strategy, or related analytical work.
• Experience building advanced financial models in Excel and SQL data querying.

Responsabilidades

• Analyze data from multiple sources to identify trends and growth opportunities.
• Build/maintain financial models, forecasts, and scenario analyses.
• Create reports, dashboards, and visual summaries for leaders.
• Partner with cross‑functional teams to deliver actionable analysis.
• Improve recurring reporting processes and data accuracy.

Conocimientos

Data analytics

Financial modeling

Excel

SQL

Dashboards

Educación

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

Herramientas

Snowflake

Salesforce

Tableau

Alteryx

Copilot Studio/Claude (AI analytics)

Descripción del empleo

Cetera Financial Group is seeking a Senior Growth Strategy Analyst to turn data into actionable insights for growth and advisor productivity. You will build financial models, dashboards, and presentations for executives, partnering with Growth Operations to automate analyses and improve reporting accuracy.

Strong emphasis on clear communication and timely delivery of analytics and recommendations. The role supports decision‑making across growth initiatives and operational performance, with a