Operational Metrics & Data Specialist

Cetera • Dallas, TX

7d • $78,000 - $108,000

About The Position

We are at the forefront of transforming the future of technology in the financial industry, and we seek curious, practical individuals to help us pave the way. Our team is not intimidated by taking calculated risks, as they relish a good challenge and are eager to engage in problem-solving. As a member of our team, you will work alongside like-minded experts in a culture that is deeply rooted in innovation and progression. Join us to be part of a transformative journey that can shape the industry's. We are seeking a Operational Metrics and Data Specialist that will be responsible for developing strategies and implement processes to collect, understand, and present business insights. Collects data, analyzes results, and assesses trends to recommend actions and decisions. May build models and automation to support reporting and analysis. Provides leadership to direct and indirect team members.

Requirements

• Bachelor’s degree or related education and experience
• Minimum 3 years’ experience in related role
• Proficient in SQL
• 1-2 years direct experience with Snowflake and Snowflake tools (Streamlit, Snowflake Intelligence/Cortex)
• Experience with data visualization and analysis using report writing tools such as Tableau
• Demonstrates experience in handling large data sets, relational databases and knowledge in building complex data models utilizing multiple sources
• Proven ability to work directly and independently with internal stakeholders to assess data opportunities and risks, gather requirements, and turn requirements into tools that help our stakeholders run the business.
• Applies creative problem-solving to develop innovative, stakeholder-focused solutions that go beyond standard processes.

Nice To Haves

• Bringing curiosity and creativity to problem solving
• Prior experience in financial services
• Experience building AI agents and performing analysis using AI tool-kit
• Strong analytical and problem-solving skills

Responsibilities

• Identify, collect, and analyze data needed to present business insights to leaders and team members.
• Collaborate and consult with team to understand the data requirements, reporting needed, and deadlines.
• Develop and defines standard analytics and reporting governance and communication and ensures adherence to standards.
• Develop presentations and reporting that helps to visualize the results, recommendations, and forecasts.
• Share analysis with leaders and team members, including recommendations to address identified trends.
• Automate data collection, reporting, and distribution where possible.
• Implement and maintain database systems based on leadership and end-user specifications to advance departmental/organizational data collection, analysis, and reporting capabilities.
• Build and maintain models to streamline the production and analysis of the insights as well as support business case development and governance.
• Ensure analysis and reporting accuracy and integrity.
• Provide leadership to direct and indirect team members.

Benefits

• 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 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 fostering.
• 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.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level