Operational Metrics & Data Specialist

Cetera Financial Group; Dallas (TX); On-site; USD 78,000 - 108,000; Full time

Benefits offered by this job

Health, dental, vision, and life ins.

401(k) with company match

Paid time off and holidays

Parental leave

Job summary

Cetera Financial Group is seeking an Operational Metrics and Data Specialist who will develop strategies to collect, understand, and present business insights. You will analyze data, build models, automate reporting, and provide leadership to the team.

The role requires SQL proficiency, Snowflake experience, data visualization with Tableau, and the ability to translate requirements into tools that help stakeholders drive the business forward.

Qualifications

• Must have Bachelor's degree or equivalent experience.
• Minimum 3 years’ experience in a related role.
• Proficient in SQL and data visualization tools.
• Experience with Snowflake and related tools (Streamlit, Cortex).
• Experience building complex data models from multiple sources.

Responsibilities

• Identify, collect, and analyze data to present insights to leaders.
• Collaborate with teams to define data requirements and deadlines.
• Develop analytics governance and reporting standards.
• Create visualizations and presentations of results, forecasts, and recommendations.
• Automate data collection and reporting processes.
• Maintain databases and build models to support business decisions.
• Ensure accuracy and integrity of analyses and reports.

Skills

SQL

Snowflake

Streamlit

Snowflake Intelligence/Cortex

Tableau

Data modeling

Stakeholder collaboration

Education

Bachelor’s degree or related education and experience

Tools

Snowflake tools (Streamlit, Cortex)

Tableau Desktop

Job description

We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's

We are seeking a Operational Metrics and Data Specialist that will be responsible for developing strategies and implement processes to collect, understand, and present business insights. Collects data, analyzes results, and assesses trends to recommend actions and decisions. May build models and automation to support reporting and analysis. Provides leadership to direct and indirect team members.

What you will do:

• Identify, collect, and analyze data needed to present business insights to leaders and team members.
• Collaborate and consult with team to understand the data requirements, reporting needed, and deadlines.
• Develop and defines standard analytics and reporting governance and communication and ensures adherence to standards.
• Develop presentations and reporting that helps to visualize the results, recommendations, and forecasts.
• Share analysis with leaders and team members, including recommendations to address identified trends.
• Automate data collection, reporting, and distribution where possible.
• Implement and maintain database systems based on leadership and end-user specifications to advance departmental/organizational data collection, analysis, and reporting capabilities.
• Build and maintain models to streamline the production and analysis of the insights as well as support business case development and governance.
• Ensure analysis and reporting accuracy and integrity.

Provide leadership to direct and indirect team members.

What you need to:

• Bachelor’s degree or related education and experience
• Minimum 3 years’ experience in related role
• Proficient in SQL
• 1-2 years direct experience with Snowflake and Snowflake tools (Streamlit, Snowflake Intelligence/Cortex)
• Experience with data visualization and analysis using report writing tools such as Tableau
• Demonstrates experience in handling large data sets, relational databases and knowledge in building complex data models utilizing multiple sources
• Proven ability to work directly and independently with internal stakeholders to assess data opportunities and risks, gather requirements, and turn requirements into tools that help our stakeholders run the business.

Applies creative problem-solving to develop innovative, stakeholder-focused solutions that go beyond standard processes.

Desired Qualifications – Really wow us with:

• Bringing curiosity and creativity to problem solving
• Prior experience in financial services
• Experience building AI agents and performing analysis using AI tool-kit

Strong analytical and problem-solving skills

Compensation:

The salary range for this role is $78,000 - $108,000 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

About Us

What we give you in return:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group ® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Please review ourWorkforce Privacy Policy for further details on what information we collect and the purposes for collection.