Job Description 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 in support of the Head of Growth Operations and the broader Growth Organization. This analyst will sit at the intersection of business strategy and modern data/AI tooling - leveraging financial modeling, data analytics,
agentic development on Snowflake,
Claude, and
Microsoft Copilot Studio to scale how leaders consume and act on data.
This is a highly visible role in a collaborative team that often operates at the forefront of firm-wide initiatives. 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.
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.
- Build conversational and workflow agents in Claude and Microsoft Copilot Studio, integrated with Snowflake and Salesforce, to automate recurring reporting, advisor profiling, and ad-hoc data requests.
- Build and maintain advanced financial models in Excel (forecasting, scenario/sensitivity analysis, advisor economics, growth ROI) to support strategic decisions.
- Serve as a trusted data resource across the team on projects varied in scope and complexity, partnering with stakeholders to translate business outcomes into data and reporting requirements.
- Develop presentations, dashboards, and reporting (Tableau, Snowflake's Streamlit) that visualize results, recommendations, and forecasts for business group leaders and department heads.
- Automate data collection, reporting, and distribution wherever possible using Snowflake Tasks/Streams, Alteryx, and AI-driven orchestration.
- Support special projects and firm-wide initiatives as needed, often acting as the analytical lead from ideation through executive delivery.
What You Need to Have - 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.
What We Would Like You to Have - 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.
Compensation The base annual salary range for this role is $75,000-113,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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