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 Business Analyst at Cetera
Business Analyst
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Cetera

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Posted on: 
November 7, 2023
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Summary of the Business Analyst job at Cetera

Cetera is hiring a Business Analyst with 0 - 3 years of experience. Based in United States - El Segundo, CA and with Hybrid ways of working. The expected salary range for this role is $75,000 - $85,000
About Cetera

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike.

As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements.

Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

Business Analyst - Job Role & Responsibilities

Cetera Financial Group is currently seeking a IT Business Analyst within our IT Business Office. Our Business Office team builds the financial and human capital infrastructure to scale our growing company. We combine analytical and strategic thinking to develop a sound financial future for our company. This is a unique opportunity to join our team and help Cetera improve efficiencies, save money, and work effectively with our vendors. As part of the role, you will monitor, report and plan process improvement or redesign initiatives, and make recommendations on changes as well as maintain workforce reporting to support the human capital across our organization. Collect and analyze data for supporting recommendations and manage formal process documents. Additionally, you will be involved in our vendor management, purchase order, onboarding, and project processes.

What You Will Do

  • Partner with stakeholders and leaders to prioritize automation projects
  • Manage budgets, forecasts, and leadership commentary to ensure adequate understanding of financial trends
  • Partner with vendor relationship manager to ensure timely delivery of renewal and partner with procurement for negotiations
  • Partner with teams across organization to document and improve processes; partner with IT to automate unnecessary manual procedures
  • Complete Monthly accruals and actuals process with finance biz partner
  • Support Manager generation of Quarterly Business reporting across Organization
  • Run monthly financial reporting across organization and provide leadership with valuable insights into spending trends
  • Deliver Business Office Reporting by analyzing resources, costs, and forecasts to drive the organizations top strategic priorities in partnership with the Manager of Finance; Automate monthly/quarterly reporting in visualization tools for evergreen access
  • Manage reporting and resource tracking modules to support planning
  • Working with stakeholders to identify areas of improvement where the team can simplify or automate manual processes, reduce risk, and improve customer experience
  • Partnering with stakeholders and leaders to prioritize automation projects
Business Analyst - Job requirements

What You Need To Have

  • BA/BS in Business, Accounting, Finance, or equivalent
  • Solid process improvement, finance, and operational knowledge
  • Experience building SOPs and senior leadership communications
  • At least 2 years of experience with Excel and Powerpoint

Really Catch Our Eye With

  • Experience with Tableau or Power BI and building automated reporting solutions
  • Ability to demonstrate judgment to see long term impact of issues and ideas as they relate to strategic initiatives and objectives
  • Experience building cross-functional relationships and partnering with organizational leaders, while tailoring messaging as required for varying level of audiences
  • Ability to analyze large data sets and synthesize information to drive decision making across the organization

Our Top Performers Share The Following Traits

  • Self driven and motivated to complete their work in a timely well presented manner
  • Good communication skills and the ability to translate technical readouts for the success of the organization
  • Hard working and willing to support the organization as a whole
What we offer at Cetera

Compensation

The salary range for this role is $75,000 - $85,000, plus 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.

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 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

Please mention “I found this job at DataAnalyst.com!” in your application, it will help us offer you more opportunities

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Average business analyst salary in the Financial industry is $109,047.
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Cetera

Cetera

is hiring

Business Analyst

Website:
Posted on: 
May 27, 2024

About Our Company

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike.

As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements.

Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

Job Description & Responsibilities

Cetera Financial Group is currently seeking a IT Business Analyst within our IT Business Office. Our Business Office team builds the financial and human capital infrastructure to scale our growing company. We combine analytical and strategic thinking to develop a sound financial future for our company. This is a unique opportunity to join our team and help Cetera improve efficiencies, save money, and work effectively with our vendors. As part of the role, you will monitor, report and plan process improvement or redesign initiatives, and make recommendations on changes as well as maintain workforce reporting to support the human capital across our organization. Collect and analyze data for supporting recommendations and manage formal process documents. Additionally, you will be involved in our vendor management, purchase order, onboarding, and project processes.

What You Will Do

  • Partner with stakeholders and leaders to prioritize automation projects
  • Manage budgets, forecasts, and leadership commentary to ensure adequate understanding of financial trends
  • Partner with vendor relationship manager to ensure timely delivery of renewal and partner with procurement for negotiations
  • Partner with teams across organization to document and improve processes; partner with IT to automate unnecessary manual procedures
  • Complete Monthly accruals and actuals process with finance biz partner
  • Support Manager generation of Quarterly Business reporting across Organization
  • Run monthly financial reporting across organization and provide leadership with valuable insights into spending trends
  • Deliver Business Office Reporting by analyzing resources, costs, and forecasts to drive the organizations top strategic priorities in partnership with the Manager of Finance; Automate monthly/quarterly reporting in visualization tools for evergreen access
  • Manage reporting and resource tracking modules to support planning
  • Working with stakeholders to identify areas of improvement where the team can simplify or automate manual processes, reduce risk, and improve customer experience
  • Partnering with stakeholders and leaders to prioritize automation projects

Requirements

What You Need To Have

  • BA/BS in Business, Accounting, Finance, or equivalent
  • Solid process improvement, finance, and operational knowledge
  • Experience building SOPs and senior leadership communications
  • At least 2 years of experience with Excel and Powerpoint

Really Catch Our Eye With

  • Experience with Tableau or Power BI and building automated reporting solutions
  • Ability to demonstrate judgment to see long term impact of issues and ideas as they relate to strategic initiatives and objectives
  • Experience building cross-functional relationships and partnering with organizational leaders, while tailoring messaging as required for varying level of audiences
  • Ability to analyze large data sets and synthesize information to drive decision making across the organization

Our Top Performers Share The Following Traits

  • Self driven and motivated to complete their work in a timely well presented manner
  • Good communication skills and the ability to translate technical readouts for the success of the organization
  • Hard working and willing to support the organization as a whole

What we offer

Compensation

The salary range for this role is $75,000 - $85,000, plus 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.

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 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
Apply now

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