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# Senior Enterprise Data Analyst

- **Company:** Integrity Marketing Group
- **Location:** Des Moines, IA, United States
- **Experience:** Expert
- **Contract:** Permanent contract
- **Skills:** Microsoft Excel, Big Data, Information Systems, Information Engineering, Data Governance, Data Integrity, Data Structures, Data Visualization, Relational Databases, Database Queries, Decision Support Systems, Pivot Tables, Power BI, SQL Databases, Data Streaming, Systems Integration, Tableau (Software), Enterprise Data Management, Powerquery, Data Analytics, Star Schema, Data Management, Data Pipelines
- **Published:** October 11, 2026
- **Apply:** https://www.indeed.com/viewjob?jk=0228d94588c04168

## About the Role

* 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

Core Competencies

 * 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

Preferred Attributes

 * 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

About Integrity

## Description

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., Data Modeling & Architecture

 * 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

Data Integrity & Governance

 * 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

Reporting & Analytics

 * 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

Insights & Decision Support

 * 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

Cross-Functional Collaboration

 * 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