Job Description
The Senior Growth Strategy Analyst supports Cetera's Growth Organization by turning data into insights that help leaders evaluate growth initiatives, advisor productivity, and operational performance. This role builds financial models, reporting, dashboards, and presentations that make complex information clear and actionable for business leaders. The analyst partners with Growth Operations and cross-functional teams to improve reporting accuracy, automate recurring analysis, and support informed decision-making. Success in this role is measured by the quality, timeliness, and usefulness of analytics, models, and recommendations delivered to stakeholders.
Key Duties & Responsibilities
Analyze data from multiple enterprise sources to identify trends, performance drivers, and opportunities that support growth strategy and operational decision-making.
Build and maintain financial models, forecasts, scenario analyses, and related tools that help evaluate business performance, advisor economics, and growth initiatives.
Create reports, dashboards, presentations, and visual summaries that clearly communicate insights and recommendations to business leaders.
Partner with Growth Operations and cross-functional stakeholders to understand business questions, define reporting needs, and deliver actionable analysis.
Improve recurring reporting processes by identifying automation opportunities, streamlining manual work, and enhancing data accuracy.
Support development of consistent metrics, reporting structures, and data definitions for Growth-related analytics.
Use analytics and business intelligence tools to organize data, prepare analysis, and support ad hoc reporting requests.
Present findings in a clear, concise way that helps stakeholders understand risks, opportunities, and recommended next steps.
Experience & Qualifications
Required Education: Bachelor's degree in Finance, Economics, Computer Science, Data Analytics, Business Analytics, or a related field.
Required Experience: 5+ years of experience in data analytics, business analytics, growth strategy, financial modeling, strategy, or related analytical work. Experience building advanced financial models in Excel and using SQL or related data querying methods to aggregate, analyze, and automate data sets.
Preferred Experience: Experience in financial services, wealth management, brokerage, RIA, or advisor-related business analytics. Experience with Snowflake, Salesforce, Tableau, Alteryx, Microsoft Copilot Studio, Claude, semantic modeling, data mesh concepts, or AI-enabled analytics tools.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
- Dice Id: RTX1a6d2c
- Position Id: 6775
- Posted 19 hours ago
