Enterprise Data Analytics Lead: Reporting & Governance

Integrity; Urbandale (IA); Presencial; USD 110 000 - 160 000; Tempo integral

Resumo da oferta

Integrity is seeking a Senior Enterprise Data Analyst to lead design, development, and governance of enterprise reporting across a Wealth Management ecosystem. You will ensure data integrity, standardize reporting, and enable executive decision-making.

The role emphasizes data modeling, reconciliation across custodians, CRM, and portfolio accounting, plus building scalable dashboards in Power BI and Excel data models. Collaboration with IT and business leaders will be essential.

Qualificações

• Bachelor's degree required in a related field.
• 5+ years in analytics, reporting, or data management in financial services.
• Strong Excel data modeling, Power Query, and PivotTables.
• Experience with Power BI or Tableau for enterprise reporting.

Responsabilidades

• Design and maintain scalable data models for KPIs, AUM/AUA, revenue, and advisor performance.
• Lead data governance, lineage, validation, and reconciliation across custodians, CRM, and portfolio systems.
• Develop and enhance enterprise reporting frameworks and dynamic dashboards using Power BI or Excel data models.
• Standardize KPI definitions and deliver recurring and ad hoc reporting for executive leadership.
• Collaborate with IT, data engineering, and business stakeholders to improve data pipelines and reporting architecture.

Conhecimentos

Data modeling

Data governance

Data reconciliation

Analytical thinking

Executive communication

Formação académica

Bachelor's degree in Finance, Business, Data Analytics, Information Systems, or related field

Ferramentas

Power BI

Tableau

Excel (PivotTables, Power Query)

SQL

Descrição da oferta de emprego

Integrity is seeking a Senior Enterprise Data Analyst to lead design, development, and governance of enterprise reporting across a Wealth Management ecosystem. You will ensure data integrity, standardize reporting, and enable executive decision-making.

The role emphasizes data modeling, reconciliation across custodians, CRM, and portfolio accounting, plus building scalable dashboards in Power BI and Excel data models. Collaboration with IT and business leaders will be essential.