Senior Business Analyst, Operations
About The Position
Cetera Financial Group is seeking a Senior Advisory Operations Business Analyst for its Advisory Operations team within Specialty Operations. The role is hybrid, with 2–3 days per week in the company’s office, and candidates must live within commuting distance of the Coppell, Texas office. The position serves as a senior subject matter resource on Advisory and/or Brokerage products, operational processes, platforms, and clearing relationships. It leads the collection, validation, and analysis of operational data; owns metrics, capacity reporting, and data analysis across Advisory, Fee For Service, and Specialty Operations; and provides leadership with insights and recommendations related to business performance, capacity, workflows, productivity, operational risk, service levels, and resource planning. The analyst coordinates cross-functional initiatives and rollouts, develops executive-ready reporting, and works with leadership and operational teams to improve and standardize processes, reporting, and data practices. The role also independently researches complex issues, supports internal and external partners, mentors less experienced colleagues, and builds proficiency with key operational and data platforms.
Requirements
- At least 5 years of experience in financial services, Advisory Operations, Brokerage Operations, Specialty Operations, business analytics, or a related discipline.
- Demonstrated experience working with large and complex data sets, including organizing, validating, analyzing, and presenting operational data.
- Experience with Snowflake or similar enterprise data platforms and the ability to retrieve, organize, interpret, and translate data into business insights.
- Advanced Microsoft Excel proficiency, including complex formulas, pivot tables, data analysis, and data visualization.
- Strong PowerPoint skills and experience creating executive-level presentations and business reporting.
- Demonstrated project management experience managing priorities, deliverables, dependencies, risks, and cross-functional stakeholders.
- Ability to manage competing priorities independently and sequence work based on business impact, urgency, risk, and dependencies.
- Strong analytical and problem-solving skills, including the ability to provide insights, recommendations, and proposed solutions beyond reporting data.
- Ability to communicate complex operational or analytical information clearly to operational teams and senior leadership.
- Experience identifying and implementing process improvement, automation, reporting, or workflow enhancements.
- Ability to provide guidance, share knowledge, and informally mentor team members.
- Must be located within commuting distance of the Coppell office.
Responsibilities
- Serve as a senior subject matter resource on Advisory and/or Brokerage products, operational processes, platforms, and clearing relationships.
- Collect, organize, validate, and analyze complex operational data to identify trends, capacity concerns, opportunities, and actionable insights.
- Use Snowflake, Microsoft Excel, PowerPoint, and applicable Microsoft Office applications to organize data, develop reporting, and communicate insights to leadership.
- Own and enhance metrics, capacity reporting, and data analysis across Advisory, Fee For Service, and Specialty Operations.
- Manage multiple initiatives and reporting deliverables, priorities, dependencies, and deadlines with limited oversight.
- Lead or coordinate cross-functional projects, defining objectives, milestones, responsibilities, risks, and communication plans and driving work to completion.
- Provide leadership with analysis and recommendations on capacity, workflow, productivity, operational risk, service levels, and resource planning.
- Develop executive-ready presentations and reporting on business performance, trends, risks, opportunities, and recommended actions.
- Partner with leadership and operations teams to simplify, standardize, automate, and improve processes and operational data practices.
- Lead and support new product, platform, program, and process rollouts by coordinating across teams and assessing operational impacts, risks, and dependencies.
- Deliver a strong partner experience with Advisors, leadership, operations teams, and other internal and external partners.
- Independently research complex issues and provide clear, concise, actionable recommendations.
- Apply an advanced understanding of Advisory Operations processes, including proposal, trading, performance, billing, and workflow tools.
- Assess relationships and operational differences among clearing firms and platforms, including downstream impacts to teams, processes, and reporting.
- Mentor less experienced team members by sharing operational knowledge, analytical techniques, reporting practices, and project management practices.
- Develop proficiency in Docupace, NetX360, AdviceWorks, MAA, Salesforce, SmartWorks, Snowflake, and other applicable reporting and data platforms.
- Identify operational concerns, data inconsistencies, and emerging trends, and proactively escalate issues with recommended solutions.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
