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CETERA
CETERA
B2BFinansaiSaaS
CETERA yra B2B turto valdymo ir finansinių paslaugų platforma, aptarnaujanti nepriklausomus finansų konsultantus, registruotus investicijų konsultantus, mokesčių ir apskaitos specialistus bei finansų įstaigas. Jos pasiūla apima brokerių ir konsultavimo paslaugas, technologijas, praktikos valdymo priemones, veiklos palaikymą, rinkodaros programas ir klientams skirtas platformas. Teikdama į partnerystę orientuotas paslaugas, tokias kaip įtraukimas ir verslo augimo palaikymas, CETERA padeda finansų specialistams valdyti pokyčius, plėsti savo veiklą ir stiprinti ryšius su klientais. Įmonė veikia finansų, B2B paslaugų ir SaaS pagrįstų turto valdymo technologijų sankirtoje, o ne kaip vartotojams skirta mažmeninės prekybos įmonė.
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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.

USJungtinės ValstijosTXTeksasas
75 000 $ – 105 000 $ / metai
HibridinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųVerslo analitikas
SQLTableau

Aprašymas

  • 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.

Reikalavimai

  • 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

Privalumai

  • Performance-based bonus
  • Hybrid work arrangement

Susiję darbai

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Katmai Government Services
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AtitiktisSveikatos draudimasVyriausybė
USJungtinės Valstijos
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HibridinisVisas etatasVidutinis lygisVyresnysis specialistasPrivaloma Kalba: anglųVerslo analitikas
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H1B vizos rėmėjasGamybaKonsultavimasMaistas ir gėrimai
USJungtinės ValstijosCAKalifornijaFLFloridaILIlinojusKYKentukisMAMasačusetsasMIMičiganasNYNiujorkasOHOhajasTNTenesisTXTeksasasWAVašingtonas
100 400 $ – 205 300 $ / metai
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Atsinaujinanti energijaEnergetikaTvarumas
USJungtinės ValstijosCAKalifornijaCOKoloradasNYNiujorkasNCŠiaurės KarolinaOHOhajasTXTeksasasUTJutaVAVirdžinija
100 000 $ – 124 950 $ / metai
HibridinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųVerslo analitikas
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Senior Fraud Risk Technology Business Analyst at Citi

Citi
H1B vizos rėmėjasBankininkystėFinansaiFintech
USJungtinės ValstijosFLFloridaTXTeksasas
114 720 $ – 172 080 $ / metai
HibridinisVisas etatasVyresnysis specialistasPrivaloma Kalba: anglųVerslo analitikas
Ruby on RailsSDLC

At Citi, translate fraud and payment risk needs into technology solutions, defining integrations, user stories, and testing for detection systems. Partner across risk, compliance, operations, and engineering teams to support fraud technology delivery.

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