IT Business Management Analyst

Job Description

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.

This is a hybrid role, 2 days weekly in the office. Must be located near an office location: El Segundo, CA | San Diego, CA | Dallas, TX | Des Moines, IA | St Cloud, MN | St Paul, MN.

What you will do:

• Partner with stakeholders and leaders to prioritize automation projects
• Track & oversee vendor contracts, renewals, and sunset planning
• Partner with teams across organization to document and improve processes; partner with IT to automate unnecessary manual procedures
• Manage reporting concerning resource/vendor costs and assist in managing the PO's and invoices across all operational vendors
• 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

What you need to have (Basic Qualifications- minimum 5 quantitative needs):

• 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 Microsoft Office or G Suite

Really catch our eye with (Preferred Qualifications- subjective):

• Experience with Tableau or Business Objects 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

Compensation Range:
The base annual salary range for this role is $80,000 to $100,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

#LI-Hybrid

About Us

What we give you in return:

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, 1 paid wellness day and 1 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.

About Cetera Financial Group:

Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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