Cetera Financial Group

Operational Metrics & Data Specialist

Cetera Financial Group$78K — $108K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required
  • Minimum 3 years in a related role
  • Proficient in SQL for data manipulation
  • Direct 1-2 years experience with Snowflake and its tools
  • Experience in data visualization with Tableau
  • Skilled in handling large data sets and relational databases
  • Demonstrated ability to create stakeholder-focused data tools

Responsibilities

  • Identify and analyze data to present business insights
  • Collaborate with teams to define data requirements and deadlines
  • Establish analytics and reporting governance
  • Create visual presentations of results and recommendations
  • Automate data collection and reporting processes
  • Maintain database systems for advanced data capabilities
  • Provide leadership to direct and indirect team members

Benefits

  • Inclusive health, dental, vision, and life insurance plans
  • Easy access to mental health benefits
  • Over 20 days of paid time off (PTO) and wellness days
  • 401(k) with up to 5% company contribution
  • Paid parental and caregiver leave
  • Health Savings and Flexible Spending Account options
  • Additional employee assistance and voluntary benefits
Full Job Description
Job Description

We are seeking a Operational Metrics and Data Specialist that will be responsible for developing strategies and implement processes to collect, understand, and present business insights. Collects data, analyzes results, and assesses trends to recommend actions and decisions. May build models and automation to support reporting and analysis. Provides leadership to direct and indirect team members.

What you will do:
  • Identify, collect, and analyze data needed to present business insights to leaders and team members.
  • Collaborate and consult with team to understand the data requirements, reporting needed, and deadlines.
  • Develop and defines standard analytics and reporting governance and communication and ensures adherence to standards.
  • Develop presentations and reporting that helps to visualize the results, recommendations, and forecasts.
  • Share analysis with leaders and team members, including recommendations to address identified trends.
  • Automate data collection, reporting, and distribution where possible.
  • Implement and maintain database systems based on leadership and end-user specifications to advance departmental/organizational data collection, analysis, and reporting capabilities.
  • Build and maintain models to streamline the production and analysis of the insights as well as support business case development and governance.
  • Ensure analysis and reporting accuracy and integrity.
  • Provide leadership to direct and indirect team members.

What you need to:
  • Bachelor's degree or related education and experience
  • Minimum 3 years' experience in related role
  • Proficient in SQL
  • 1-2 years direct experience with Snowflake and Snowflake tools (Streamlit, Snowflake Intelligence/Cortex)
  • Experience with data visualization and analysis using report writing tools such as Tableau
  • Demonstrates experience in handling large data sets, relational databases and knowledge in building complex data models utilizing multiple sources
  • Proven ability to work directly and independently with internal stakeholders to assess data opportunities and risks, gather requirements, and turn requirements into tools that help our stakeholders run the business.
  • Applies creative problem-solving to develop innovative, stakeholder-focused solutions that go beyond standard processes.


Desired Qualifications - Really wow us with:
  • Bringing curiosity and creativity to problem solving
  • Prior experience in financial services
  • Experience building AI agents and performing analysis using AI tool-kit
  • Strong analytical and problem-solving skills

Compensation:

The salary range for this role is $78,000 - $108,000 plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

What we give you in return:

Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
  • Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and fostering.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
  • Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
  • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera Financial Group

Cetera Financial Group is a network of independent broker-dealer firms that provide financial advice to individuals and small businesses. The company was founded in 2010 and is headquartered in El Segundo, California. Cetera Financial Group offers a range of services, including investment advice, financial planning, and insurance products. The company has over 8,000 financial advisors and manages over $200 billion in assets.
Learn more about Cetera Financial Group
Size
8,000 employees
Industry
Founded
2010

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