DescriptionThe 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 pr