Business Analyst - Reporting & Analytics

Integrity•Urbandale, IA

About The Position

We are seeking a detail-oriented and analytically driven Business Analyst to support the organization’s reporting and data analytics needs. This role will focus on developing, maintaining, and enhancing reporting frameworks related to key performance indicators (KPIs), assets under management (AUM), and business trends. The ideal candidate will possess a strong understanding of data flows (custodians, clearing firms, portfolio accounting systems, CRM platforms), data aggregation techniques, and reporting methodologies, and will be comfortable engaging with senior leadership.

Requirements

Bachelor’s degree in Finance, Business, Economics, Data Analytics, or a related field
3–6+ years of experience in business analysis, reporting, or data analytics
Strong proficiency in Microsoft Excel (advanced functions, pivot tables, data modeling)
Experience with data visualization and reporting tools (e.g., Power BI, Tableau, or similar) preferred
Solid understanding of financial metrics and KPI frameworks
Ability to work with large, complex datasets and synthesize insights clearly
Strong analytical, problem-solving, and critical thinking skills
Excellent communication skills with the ability to present insights to senior leadership
Strong collaboration skills across multiple business units and functions
High attention to detail and commitment to data accuracy
Ability to manage multiple priorities and meet deadlines in a fast-paced environment
Intellectual curiosity and a proactive approach to identifying trends and opportunities

Nice To Haves

Experience working in financial services, asset management, or a data-intensive environment
Familiarity with SQL or other data querying tools is a plus
Experience in KPI development and performance measurement frameworks

Responsibilities

Develop, maintain, and enhance recurring and ad hoc reports related to KPIs, AUM, AUA, and organizational performance by business unit, product line, advisor, channel, etc.
Standardize KPI definitions and reporting structures across business unites to enable consistent enterprise level insights
Support the design and implementation of KPI frameworks, dashboards, and performance metrics
Analyze and interpret trends in financial and operational data such as net new assets, revenue and retention metrics to support strategic decision-making
Aggregate and reconcile data from multiple internal systems and external data sources (custodians, carriers, clearing firms) to ensure accuracy and consistency
Identify opportunities to improve reporting efficiency, automation, and data quality
Provide insights and recommendations based on data analysis to senior leadership
Ensure data integrity and governance standards are upheld across reporting outputs
Document data sources, definitions, and reporting processes