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CETERA
CETERA
B2BFinanceSaaS
CETERA je platforma B2B za upravljanje premoženjem in finančne storitve, ki podpira neodvisne finančne svetovalce, registrirane investicijske svetovalce, davčne in računovodske strokovnjake ter finančne institucije. Njena ponudba združuje posredniške in svetovalne storitve s tehnologijo, orodji za upravljanje prakse, operativno podporo, trženjskimi programi in platformami za stranke. S partnersko usmerjenimi storitvami, kot sta podpora pri uvajanju in rasti poslovanja, CETERA finančnim strokovnjakom pomaga upravljati prehode, širiti njihove prakse in krepiti sodelovanje s strankami. Podjetje deluje na presečišču financ, storitev B2B in tehnologije za upravljanje premoženja, podprte s SaaS, ne pa kot maloprodajno podjetje, usmerjeno v potrošnike.
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Delovna mesta v podjetju

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.

USZdružene države AmerikeTXTeksas
75.000 $ – 105.000 $ / leto
HibridnoPolni delovni časSeniorZahtevani Jezik: angleščinaPoslovni analitik
SQLTableau

Opis

  • 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.

Zahteve

  • 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

Ugodnosti

  • Performance-based bonus
  • Hybrid work arrangement

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