Senior Enterprise Data Analyst

Integrity•Urbandale, IA

About The Position

We are seeking a highly analytical and detail-oriented Senior Enterprise Data Analyst to lead the design, development, and governance of enterprise reporting across a complex Wealth Management ecosystem. This role is responsible for ensuring data integrity, consistency, and transparency across multiple reporting systems while enabling actionable insights for executive decision-making. The ideal candidate will have deep expertise in data modeling, data reconciliation, and reporting architecture, along with a strong understanding of data flows across custodians, clearing firms, portfolio accounting platforms, and CRM systems. This role will partner closely with business leaders, technology teams, and data stakeholders to standardize reporting and drive data-driven decision making.

Requirements

Bachelor’s degree in Finance, Business, Data Analytics, Information Systems, or related field
5+ years of experience in business analytics, reporting, or data management (preferably in Wealth Management or Financial Services)
Advanced expertise in Microsoft Excel (data modeling, Power Query, PivotTables)
Experience with Power BI, Tableau, or other data visualization tools
Strong understanding of data modeling concepts (star schema, relational data, normalization)
Experience working with large, complex datasets across multiple systems
Familiarity with SQL or other data querying tools strongly preferred
Strong analytical and problem-solving skills with a focus on data accuracy
Exceptional attention to detail and commitment to data integrity
Ability to synthesize complex data into clear, executive-level insights
Strong communication skills with experience presenting to senior leadership
Ability to manage multiple priorities in a fast-paced, evolving environment
Proactive mindset with a focus on continuous improvement and automation

Nice To Haves

Experience in Wealth Management, RIAs, asset management, or broker-dealer environments
Knowledge of data flows across custodians, clearing firms, portfolio accounting platforms, and CRM systems
Experience supporting enterprise reporting transformation or system integrations
Exposure to data governance frameworks and controls in regulated environments

Responsibilities

Design and maintain scalable data models to support enterprise reporting across KPI, AUM/AUA, revenue, and advisor performance metrics
Define and standardize data structures, relationships, and hierarchies across multiple reporting systems
Partner with IT and data engineering teams to ensure optimal data pipelines and reporting architecture
Establish and enforce data governance standards, including definitions, lineage, and validation processes
Lead reconciliation of data across multiple systems (custodians, clearing firms, CRM, portfolio accounting) to ensure accuracy and completeness
Identify and resolve data discrepancies, proactively improving data quality and controls
Document data sources, transformations, and reporting logic to ensure transparency and auditability
Develop and enhance enterprise reporting frameworks for KPIs, AUM/AUA, revenue, net flows, business performance, and data governance
Build dynamic dashboards and reporting solutions using tools such as Power BI, Excel data models, or similar platforms
Standardize KPI definitions and reporting outputs to ensure consistency across business units and leadership reporting
Deliver both recurring and ad hoc reporting with a focus on clarity, accuracy, and timeliness
Analyze financial and operational trends (e.g., net new assets, retention, revenue growth) to generate actionable insights
Partner with senior leadership to translate data into strategic recommendations and business actions
Identify opportunities to improve reporting efficiency, automation, and scalability
Serve as a key liaison between Business, Technology, Operations, and Finance teams
Support enterprise initiatives (e.g., platform transitions, mergers, reporting transformations) by aligning data and reporting requirements
Drive adoption of standardized reporting practices across the organization