Senior Growth Strategy Analyst

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Senior Growth Strategy Analyst at Cetera Financial Group combining data analytics and financial modeling to support growth strategies. Collaborating in a hybrid role based in Dallas, TX.

Posted 6/17/2026full-timeDallas • Texas • 🇺🇸 United StatesSenior💰 $105,000 - $140,000 per yearWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Identify, collect, and analyze data from across the firm to produce advanced analytics, business insights, and data stories for senior leaders and team members.
Design, build, and maintain Snowflake semantic views and semantic models that expose governed Growth Operations metrics (AUM, AUA, NNA/NNS, advisor productivity, attrition) to business and AI consumers.
Develop agentic analytics solutions in Snowflake using Cortex Analyst, Cortex Search, and Cortex Agents — including verified query libraries — to enable natural-language self-service for Growth leaders.
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.
Contribute to the firm's data mesh architecture by defining domain-aligned data products, ownership, and quality standards for the Growth domain, ensuring interoperability with Finance, Advisor Services, and Operations.
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 presentations, dashboards, and reporting (Tableau, Snowflake’s Streamlit) that visualize results, recommendations, and forecasts for business group leaders and department heads.
Automate data collection, reporting, and distribution wherever possible using Snowflake Tasks/Streams, Alteryx, and AI-driven orchestration.
Support special projects and firm-wide initiatives as needed, often acting as the analytical lead from ideation through executive delivery.

Requirements

What you’ll need

Bachelor's degree in finance, economics, computer science, data analytics, or a related field — or equivalent experience.
Minimum 5 years of experience in data analytics, including the ability to write intermediate-to-advanced SQL for aggregating and automating custom datasets and analytics.
Minimum 5 years of experience building financial models in Excel, including advanced functions, dynamic arrays, Power Query, and scenario modeling.
Hands-on experience developing semantic views / semantic models (Snowflake Cortex Analyst, dbt semantic layer, or equivalent) and a working understanding of data mesh principles (domain ownership, data products, federated governance).
Experience building or prototyping agentic AI solutions — for example, Snowflake Cortex Agents, Claude-based assistants, or Microsoft Copilot Studio agents — including prompt design, tool/skill orchestration, and grounding agents on governed data.
Intermediate experience with visualization and reporting tools such as Tableau and Snowflakes Streamlit
Working knowledge of Salesforce and building custom reporting solutions (reports, dashboards, custom report types).
Comfort learning new tooling such as Airtable and emerging AI platforms.
Demonstrated ability to take a data- and insight-driven approach to large datasets and ambiguous business questions.

Benefits

Comp & perks

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 plus 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analyticsSQLfinancial modelingExcelSnowflakeCortex AnalystCortex AgentsTableauStreamlitdata mesh principles

Soft Skills

analytical leadstakeholder partnershipdata-driven approachcommunicationpresentation skills