Senior Business Analyst, Growth Operations Reporting & Analytics

Role Overview

The Senior Business Analyst will support Cetera by aggregating data from disparate enterprise sources, build advanced financial models, and deliver insights that spearhead growth initiatives, advanced analytics, and operational efficiencies.

What You Will Do

Identify, collect, and analyze data from across the firm to produce advanced analytics, business insights, and data stories for senior leaders and team members.

Why It Might Be a Fit

The ideal candidate is comfortable working in ambiguous environments, having problems with no clear line of sight, and driving projects from ideation through executive presentation.

Requirements

• Bachelor’s degree in finance, economics, computer science, data analytics, or a related field — or equivalent experience.
• Minimum 5 years of experience in data analytics, including the ability to write intermediate-to-advanced SQL for aggregating and automating custom datasets and analytics.
• Minimum 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling.
• Experience building or prototyping agentic AI solutions — for example, Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents — including prompt design, tool/skill orchestration, and grounding agents on governed data.
• Experience with visualization and reporting tools such as Tableau and Snowflakes Streamlit
• Comfort learning new tooling such as Airtable and emerging AI platforms.
• Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.
• Knowledge or experience in the wealth management industry.
• Familiarity with Snowflake Cortex (Analyst, Search, Agents, AISQL) and verified query patterns.
• Strong attention to detail and problem-solving skills.
• Proactive, curious, self-starter mindset; adaptable to change in a fast-paced, dynamic environment.
• Excellent organizational skills and the ability to manage and prioritize a wide range of tasks under tight deadlines.
• Ability to work both independently and collaboratively in a virtual, multi-location team.
• Strong & concise communication skills with the ability to engage multiple internal stakeholder groups, from analysts to executives.
• Advanced-to-expert acumen in MS Excel.

Benefits

• Competitive performance-based bonus
• Base annual salary range $75,000-113,000
• Dental insurance
• Vision insurance
• Other benefits (not specified)