Senior Growth Enablement Analyst

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

Job Description

The Senior Growth Strategy Analyst supports Cetera’s Growth Organization by turning data into insights that help leaders evaluate growth initiatives, advisor productivity, and operational performance. This role builds financial models, reporting, dashboards, and presentations that make complex information clear and actionable for business leaders. The analyst partners with Growth Operations and cross-functional teams to improve reporting accuracy, automate recurring analysis, and support informed decision-making. Success in this role is measured by the quality, timeliness, and usefulness of analytics, models, and recommendations delivered to stakeholders.

Job Description

The Senior Growth Strategy Analyst supports Cetera’s Growth Organization by turning data into insights that help leaders evaluate growth initiatives, advisor productivity, and operational performance. This role builds financial models, reporting, dashboards, and presentations that make complex information clear and actionable for business leaders. The analyst partners with Growth Operations and cross-functional teams to improve reporting accuracy, automate recurring analysis, and support informed decision-making. Success in this role is measured by the quality, timeliness, and usefulness of analytics, models, and recommendations delivered to stakeholders.

Key Duties & Responsibilities

• Analyze data from multiple enterprise sources to identify trends, performance drivers, and opportunities that support growth strategy and operational decision-making.
• Build and maintain financial models, forecasts, scenario analyses, and related tools that help evaluate business performance, advisor economics, and growth initiatives.
• Create reports, dashboards, presentations, and visual summaries that clearly communicate insights and recommendations to business leaders.
• Partner with Growth Operations and cross-functional stakeholders to understand business questions, define reporting needs, and deliver actionable analysis.
• Improve recurring reporting processes by identifying automation opportunities, streamlining manual work, and enhancing data accuracy.
• Support development of consistent metrics, reporting structures, and data definitions for Growth-related analytics.
• Use analytics and business intelligence tools to organize data, prepare analysis, and support ad-hoc reporting requests.
• Present findings in a clear, concise way that helps stakeholders understand risks, opportunities, and recommended next steps.

Experience & Qualifications

Required Education: Bachelor’s degree in Finance, Economics, Computer Science, Data Analytics, Business Analytics, or a related field.

Required Experience: 5+ years of experience in data analytics, business analytics, growth strategy, financial modeling, strategy, or related analytical work. Experience building advanced financial models in Excel and using SQL or related data querying methods to aggregate, analyze, and automate data sets.

Preferred Experience: Experience in financial services, wealth management, brokerage, RIA, or advisor-related business analytics. Experience with Snowflake, Salesforce, Tableau, Alteryx, Microsoft Copilot Studio, Claude, semantic modeling, data mesh concepts, or AI-enabled analytics tools.

About Us

What We Give You In Return

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full‑time roles, a benefits package including:

• 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); and 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.

Agencies please note

: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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