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CETERA
CETERA
B2BFinanceSaaS
CETERA is a B2B wealth-management and financial-services platform serving independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. Its offering combines broker-dealer and advisory services with technology, practice-management tools, operational support, marketing programs, and client-facing platforms. Through partnership-focused services such as onboarding and business-growth support, CETERA helps financial professionals manage transitions, expand their practices, and strengthen client engagement. The company operates at the intersection of finance, B2B services, and SaaS-enabled wealth technology rather than as a consumer retail firm.
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Senior Business Analyst, Growth Operations and Analytics

Senior Business Analyst bringing together company-wide data and financial models to support Cetera’s growth organization. Builds Snowflake and AI agent solutions, dashboards, and reports to strengthen strategic decisions and operational efficiency.

USUnited StatesTXTexas
$75,000 – $105,000 / year
HybridFull-timeSeniorEnglish RequiredBusiness Analyst
SQLTableau

Description

  • Analyze firm-wide data to develop advanced analytics, business insights, and data narratives.
  • Create conversational and workflow agents in Claude and Microsoft Copilot Studio, connected to Snowflake and Salesforce, to automate recurring reports, advisor profiles, and one-off data requests.
  • Develop and maintain Excel financial models for forecasts, scenario and sensitivity analysis, advisor economics, and growth return on investment.
  • Work with stakeholders to turn business goals into data and reporting specifications.
  • Create presentations, dashboards, and reports with Tableau and Snowflake Streamlit.
  • Automate data gathering, reporting, and distribution with Snowflake Tasks and Streams, Alteryx, and AI-based orchestration.
  • Lead analysis for special projects and firm-wide initiatives, from initial planning through executive delivery.

Requirements

  • Bachelor’s degree in finance, economics, computer science, data analytics, or a related discipline, or equivalent experience
  • At least five years of data analytics experience
  • Ability to write intermediate to advanced SQL to aggregate and automate custom datasets and analyses
  • At least five years of experience building Excel financial models using advanced functions, dynamic arrays, Power Query, and scenario modeling
  • Experience building or prototyping agentic AI solutions, including prompt design, tool and skill orchestration, and grounding agents in governed data
  • Experience with Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents
  • Experience with Tableau and Snowflake Streamlit
  • Willingness to learn tools such as Airtable and emerging AI platforms
  • Ability to apply data- and insight-driven methods to large datasets and ambiguous business questions
  • Knowledge of or experience in wealth management
  • Familiarity with Snowflake Cortex Analyst, Search, Agents, AISQL, and verified query patterns
  • Strong attention to detail and problem-solving ability
  • Proactive, curious, self-directed approach and adaptability in a fast-paced, changing environment
  • Strong organizational skills and ability to manage and prioritize varied tasks under tight deadlines
  • Ability to work independently and collaboratively on a virtual, multi-location team
  • Clear, concise communication with stakeholders ranging from analysts to executives
  • Advanced to expert Microsoft Excel skills

Benefits

  • Performance-based bonus
  • Hybrid work arrangement

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