IT Business Management Analyst

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

Salary : $80,000 - $100,000