> Markdown version of [/jobs/ext/3836565-senior-enterprise-data-analyst](https://www.wearedevelopers.com/jobs/ext/3836565-senior-enterprise-data-analyst). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Senior Enterprise Data Analyst - **Company:** Integrity Marketing Group - **Location:** Urbandale, IA, United States - **Experience:** Expert - **Contract:** Permanent contract - **Skills:** Microsoft Excel, Data Analysis, Big Data, Information Systems, Information Engineering, Data Governance, Data Integrity, Data Structures, Data Visualization, Relational Databases, Database Queries, Decision Support Systems, Document-Oriented Databases, 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 19, 2026 - **Apply:** https://www.careerbuilder.com/job-details/senior-enterprise-data-analyst-urbandale-ia--55e05cc9-1e66-40af-8140-b3b5fdd90ea3 ## About the Role Data Analysis, Data Analysis, Wealth Management, Ecosystems, Analysis Skills, Data Quality, Detail Oriented, Customer Relationship Management (CRM) Systems, Portfolio Accounting, Data Modeling, * 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 Position OverviewWe 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.Key ResponsibilitiesData Modeling & ArchitectureDesign and maintain scalable data models to support enterprise reporting across KPI, AUM/AUA, revenue, and advisor performance metricsDefine and standardize data structures, relationships, and hierarchies across multiple reporting systemsPartner with IT and data engineering teams to ensure optimal data pipelines and reporting architectureData Integrity & GovernanceEstablish and enforce data governance standards, including definitions, lineage, and validation processesLead reconciliation of data across multiple systems (custodians, clearing firms, CRM, portfolio accounting) to ensure accuracy and completenessIdentify and resolve data discrepancies, proactively improving data quality and controlsDocument data sources, transformations, and reporting logic to ensure transparency and auditabilityReporting & AnalyticsDevelop and enhance enterprise reporting frameworks for KPIs, AUM/AUA, revenue, net flows, business performance, and data governanceBuild dynamic dashboards and reporting solutions using tools such as Power BI, Excel data models, or similar platformsStandardize KPI definitions and reporting outputs to ensure consistency across business units and leadership reportingDeliver both recurring and ad hoc reporting with a focus on clarity, accuracy, and timelinessInsights & Decision SupportAnalyze financial and operational trends (e.g., net new assets, retention, revenue growth) to generate actionable insightsPartner with senior leadership to translate data into strategic recommendations and business actionsIdentify opportunities to improve reporting efficiency, automation, and scalabilityCross-Functional CollaborationServe as a key liaison between Business, Technology, Operations, and Finance teamsSupport enterprise initiatives (e.g., platform transitions, mergers, reporting transformations) by aligning data and reporting requirementsDrive adoption of standardized reporting practices across the organizationQualificationsBachelor's degree in Finance, Business, Data Analytics, Information Systems, or related field5+ 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 toolsStrong understanding of data modeling concepts (star schema, relational data, normalization)Experience working with large, complex datasets across multiple systemsFamiliarity with SQL or other data querying tools strongly preferredCore CompetenciesStrong analytical and problem-solving skills with a focus on data accuracyExceptional attention to detail and commitment to data integrityAbility to synthesize complex data into clear, executive-level insightsStrong communication skills with experience presenting to senior leadershipAbility to manage multiple priorities in a fast-paced, evolving environmentProactive mindset with a focus on continuous improvement and automationPreferred AttributesExperience in Wealth Management, RIAs, asset management, or broker-dealer environmentsKnowledge of data flows across custodians, clearing firms, portfolio accounting platforms, and CRM systemsExperience supporting enterprise reporting transformation or system integrationsExposure to data governance frameworks and controls in regulated environmentsAbout IntegrityIntegrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.