This role will be responsible for serving as HR Analyst for HR Business Partners, ensuring data quality standards, analysis, and reporting, and ensuring compliance with regulatory requirements through compliance reporting. This role requires a high proficiency in Microsoft Excel and ability to handle large volumes of data with accuracy, integrity and with an eye for detail.
Essential Functions
Data Analysis and Reporting:
- Serve as liaison to HR Business Partners for HR reporting requests and analytics
- Leverage dashboards to streamline reporting for compliance audits and client requirements
- Prepare reports by collecting, analyzing, and summarizing information
- Ensure data quality by monitoring and performing regular audits to resolve data discrepancies
- Prepare spreadsheets and tools that enable the execution of HR initiatives such as performance management and annual engagement surveys
Compliance Management:
- Serve as the primary point of contact for compliance-related inquiries and audits
- Ensure submission of annual State and Federal regulatory filings
- Partner with in house and external sources to build compliance calendar to meet annual requirements
Minimum Qualifications
- Bachelor’s degree in Human Resources, Business Administration, or a related field and/or HR certification preferred.
- Often has 3+ years of relevant experience or equivalent combination of experience and education.
- HR experience, with a focus on data analytics, compliance, or program development preferred.
- High proficiency in Excel
- Experience with Oracle (HCM, OBTI, FDI) preferred.
- Exceptional organizational and time-management abilities.
- Excellent communication and relationship-building skills.
- Analytical mindset with a focus on data-driven decision-making.
- Ability to manage multiple priorities in a fast-paced environment.
- High level of integrity, confidentiality, and professionalism in managing sensitive HR information.
- Self-motivated with strong project management skills, capable of collaborating with stakeholders, without direct reporting relationships, to complete projects and tasks.
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, 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 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, and Cetera Financial Specialists .
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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