Operational Metrics & Data Specialist

About the role

We are at the forefront of transforming the future of technology in the financial industry, seeking curious, practical individuals to help pave the way. Our team thrives on calculated risks, embraces challenges, and engages in problem-solving within a culture deeply rooted in innovation and progression. As a member of our team, you will work alongside like-minded experts to shape the industry's future.

Responsibilities

• Identify, collect, and analyze data needed to present business insights to leaders and team members.
• Collaborate and consult with the team to understand data requirements, reporting needs, and deadlines.
• Develop and define standard analytics and reporting governance, ensuring adherence to standards.
• Create presentations and reporting to visualize results, recommendations, and forecasts.
• Share analysis with leaders and team members, including actionable 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 data collection, analysis, and reporting capabilities.
• Build and maintain models to streamline the production and analysis of insights, supporting business case development and governance.
• Ensure accuracy and integrity of analysis and reporting.
• Provide leadership to direct and indirect team members.

Requirements

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

Desired Qualifications

• Curiosity and creativity in problem-solving.
• Prior experience in financial services.
• Experience building AI agents and performing analysis using AI toolkits.
• Strong analytical and problem-solving skills.

Pay

The salary range for this role is $78,000 - $108,000 plus a competitive performance-based bonus. Compensation packages are based on factors unique to each candidate, including skill set, experience, certifications, and office location.

Benefits

• Inclusive health, dental, vision, and life insurance plans supporting diverse lifestyles, preventative care, and financial hardship protection.
• Easy access to mental health benefits for team members and their families.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days.
• 401(k) savings plan with a generous company contribution (up to 5%) and access to a financial professional.
• Paid parental leave for birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options for healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, pet insurance, and other voluntary benefits.
• Paid caregiver leave for caring for an ill or recovering family member.

About Us

Cetera Financial Group® is a leading network of independent retail broker-dealers and registered investment advisers, empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions. Advisor support resources include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.