oracle
Senior Growth Enablement Analyst
Cetera Financial Group
Dallas, USA
Full-time
Senior · 5+ years experience
Onsite
Discovered 1 weeks ago
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Key Skills for This Role
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Full Job Posting
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.
- 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.
- Required Education: Bachelor’s degree in Finance, Economics, Computer Science, Data Analytics, Business Analytics, or a related field.
Qualifications
- 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 Qualifications
- 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 Cetera Financial Group
Asset & Wealth Management2750 employeesFounded 2010
Private U.S. wealth-management network that supports independent financial advisors, financial institutions, tax professionals, and their clients.
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