Cetera Financial Group

What we need:

Cetera Financial Group is seeking a strategic and analytical individual to join the Growth Operations team to ensure profitability and growth across the enterprise. This role will be responsible for building and enhancing reporting functions, delivering actionable insights and daily and periodic reporting. The position requires a self-motivated individual with critical-thinking and technical skills. The individual should possess strong organizational and communication skills with business acumen and experience in fast-paced, growth-oriented environments.

Responsibilities include:

• Lead cross-functional reporting initiatives, ensuring data consistency and accuracy across tools and teams.
• Analyze data to identify trends, gaps, and opportunities across the growth funnel.
• Review business source data, complete reasonability analysis of data and methodology, verify accuracy of reporting.
• Track key performance indicators, business dashboards and complex financial analysis to support growth leaders.
• Delivers succinct and clear summarizations of analysis tailored to the needs of different internal and external partners.
• Work closely and collaborate with cross-functional teams, assigned business owners and other functions across the enterprise, as needed.
• Independently prioritize and accomplish multiple tasks in accordance with business needs to ensure timely execution.
• Lead ad hoc projects and initiatives that bring about change or improve the business, as requested.
• Provide ongoing and ad hoc reporting, as needed.

What you need to have:

• At least 5 years in a reporting/analytics role in Financial Services
• Strong Microsoft Office skills (especially Excel; PowerPoint)
• Comfort with learning new systems and evolving technology
• Strong communication (verbal and written)
• Ability to balance quantitative and qualitative analysis
• Strong planning/organization skills and attention to detail
• A proactive, can-do mindset that can think well strategically and work well independently
• BS/BA degree required

What is nice to have:

• Experience with Tableau and Salesforce
• Superior Excel skills (formulas, pivot tables)
• Ability to work autonomously with a strong sense of urgency
• Capability to influence without direct authority
• Skilled in providing analytical, strategy-driven insights
• Ability to identify root causes and tell a compelling data story
• Broker Dealer experience and industry knowledge

Our top performers share the following traits:

• Customer Focused: Passion to delight our customers and offer unique solutions that deliver an exceptional experience
• Critical Thinking: Process oriented, with ability to enhance current processes while building new ones to drive efficiency and efficacy
• Team Mentality: Partnering effectively to drive our culture and execute on our common goals
• Follow through on commitments, meeting and exceeding targets and deadlines
• Self-starter, energetic, positive, team leader

Compensation Range:

The base annual salary range for this role is $79,000 to $135,000, 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.

#LI-Hybrid

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 foster.
• 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.

About Cetera Financial Group:

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.