Senior Growth Enablement Analyst
At a glance
Senior Growth Marketing role at Candidate Experience site (CX). Dallas · full-time · $85,000–$131,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Analyze enterprise data to spot performance trends and growth opportunities for leaders’ decisions
- Build forecasts and scenario models to assess advisor economics, business results and growth initiatives
- Turn analysis into reports, dashboards and presentations that explain recommendations to business leaders
- Work with Growth Operations and other teams to shape reporting needs and deliver useful analysis
- Automate recurring reports, reduce manual work and improve data accuracy and shared metrics
What you bring
- A bachelor’s degree in finance, economics or another listed field
- At least five years in analytics, financial modeling, growth strategy or related analytical work
- Financial-services, wealth-management or advisor-business analytics experience
- You can build advanced Excel models and use SQL or a comparable method to query and automate data
Who this fits
This senior analyst role suits someone who can translate complex analysis into clear recommendations and work with cross-functional stakeholders. The role is hybrid in Dallas.
From the employer
The Senior Growth Strategy Analyst supports Cetera’s Growth Organization by turning data into insights that help leaders evaluate growth initiatives, advisor productivity, and operational performance. This role builds financial models, reporting, dashboards, and presentations that make complex information clear and actionable for business leaders. The analyst partners with Growth Operations and cross-functional teams to improve reporting accuracy, automate recurring analysis, and support informed decision-making. Success in this role is measured by the quality, timeliness, and usefulness of analytics, models, and recommendations delivered to stakeholders.
Key Duties & Responsibilities
- Analyze data from multiple enterprise sources to identify trends, performance drivers, and opportunities that support growth strategy and operational decision-making.
- Build and maintain financial models, forecasts, scenario analyses, and related tools that help evaluate business performance, advisor economics, and growth initiatives.
- Create reports, dashboards, presentations, and visual summaries that clearly communicate insights and recommendations to business leaders.
- Partner with Growth Operations and cross-functional stakeholders to understand business questions, define reporting needs, and deliver actionable analysis.
- Improve recurring reporting processes by identifying automation opportunities, streamlining manual work, and enhancing data accuracy.
- Support development of consistent metrics, reporting structures, and data definitions for Growth-related analytics.
- Use analytics and business intelligence tools to organize data, prepare analysis, and support ad hoc reporting requests.
- Present findings in a clear, concise way that helps stakeholders understand risks, opportunities, and recommended next steps.
Experience & Qualifications
Required Education:
- Bachelor’s degree in Finance, Economics, Computer Science, Data Analytics, Business Analytics, or a related field.
- Experience in financial services, wealth management, brokerage, RIA, or advisor-related business analytics.
Required Experience:
- 5+ years of experience in data analytics, business analytics, growth strategy, financial modeling, strategy, or related analytical work.
- Experience building advanced financial models in Excel and using SQL or related data querying methods to aggregate, analyze, and automate data sets.
Preferred Experience:
- Experience with Snowflake, Salesforce, Tableau, Alteryx, Microsoft Copilot Studio, Claude, semantic modeling, data mesh concepts, or AI-enabled analytics tools.
Compensation:
The base salary range for this role in Dallas, TX is $85,000-$131,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.
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