Cetera Financial Group
Senior Data & Analytics Specialist
Cetera Financial Group, El Segundo, California, United States, 90245
Job Description
Cetera Financial Group (CFG) is seeking a Senior Data & Analytics Specialist who will be responsible for measuring performance, analyzing customer behavior and trends, and delivering interactive reports to the business to enhance data-driven decisions.
What you will do:Ability to navigate multiple business lines and draw holistic insights from the tax and wealth management business.Analyze large data sets of structured, semi-structured unstructured data to discover data insights and collaborate with business partners to deliver business value.Advanced data visualization (Tableau) and dashboarding skills to support business decisions, provide recommendations, and evaluate business performance.Ability to design interactive visualizations that enhance analytics storytelling and communicate business performance.Prepare and effectively present your findings to business stakeholders, including executive management in a concise fashion.Support ad hoc business studies/reporting; inform segmentation, territory management, and initiative reporting.Other job duties as defined.What you need to have:
Bachelor's degree in Business (Bachelor's degree), Management (Bachelor's degree), Accounting (Bachelor's degree), Economics (Bachelor's degree), Statistics (Bachelor's degree), Information Science (Bachelor's degree) or similar required.Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of Information.Some knowledge of statistics and experience using statistical packages for analyzing datasets (Excel, R, SAS, SPSS, etc.).Ability to work independently as well as partner with others and work well within a team.Strong organizational and time management skills; ability to adhere to deadlines.What is nice to have:
Minimum of 5-7 years of proven working experience as a data analyst or business data analyst.Required advanced experience using analytics/visualization tools (e.g. Tableau, Google Analytics, Adobe Analytics).Big data analytics experience is desired.Travel Requirements: 0%
Compensation:
The salary range for this role is $120,000 - $138,000, plus a 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.
#LI-DNI
About Us
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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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, Cetera Financial Specialists, and First Allied Securities.
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.
Cetera Financial Group (CFG) is seeking a Senior Data & Analytics Specialist who will be responsible for measuring performance, analyzing customer behavior and trends, and delivering interactive reports to the business to enhance data-driven decisions.
What you will do:Ability to navigate multiple business lines and draw holistic insights from the tax and wealth management business.Analyze large data sets of structured, semi-structured unstructured data to discover data insights and collaborate with business partners to deliver business value.Advanced data visualization (Tableau) and dashboarding skills to support business decisions, provide recommendations, and evaluate business performance.Ability to design interactive visualizations that enhance analytics storytelling and communicate business performance.Prepare and effectively present your findings to business stakeholders, including executive management in a concise fashion.Support ad hoc business studies/reporting; inform segmentation, territory management, and initiative reporting.Other job duties as defined.What you need to have:
Bachelor's degree in Business (Bachelor's degree), Management (Bachelor's degree), Accounting (Bachelor's degree), Economics (Bachelor's degree), Statistics (Bachelor's degree), Information Science (Bachelor's degree) or similar required.Strong analytical skills with the ability to collect, organize, analyze, and disseminate significant amounts of Information.Some knowledge of statistics and experience using statistical packages for analyzing datasets (Excel, R, SAS, SPSS, etc.).Ability to work independently as well as partner with others and work well within a team.Strong organizational and time management skills; ability to adhere to deadlines.What is nice to have:
Minimum of 5-7 years of proven working experience as a data analyst or business data analyst.Required advanced experience using analytics/visualization tools (e.g. Tableau, Google Analytics, Adobe Analytics).Big data analytics experience is desired.Travel Requirements: 0%
Compensation:
The salary range for this role is $120,000 - $138,000, plus a 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.
#LI-DNI
About Us
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, 1 paid wellness day and 1 days of paid volunteer time off (VTO) 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, Cetera Financial Specialists, and First Allied Securities.
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.