Senior Data & Reporting Architect - Wealth Management

Integrity Marketing Group; Urbandale (IA); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Integrity Marketing Group is seeking a Senior Enterprise Data Analyst to lead enterprise reporting and governance across a Wealth Management ecosystem. You will ensure data integrity, design scalable models, and partner with IT, Operations, and Finance to deliver executive insights.

The role requires strong data modeling, reconciliation, and reporting architecture expertise, with hands-on experience in Power BI and SQL across complex data flows.

Qualifications

• Bachelor’s degree in Finance, Business, Data Analytics, Information Systems, or related field.
• 5+ years of experience in business analytics, reporting, or data management ( Wealth Management or Financial Services preferred).
• 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 preferred.

Responsabilités

• Data Modeling & Architecture—design scalable data models for enterprise reporting across KPI, AUM/AUA, revenue, and advisor performance metrics.
• Define and standardize data structures, relationships, and hierarchies across reporting systems.
• Partner with IT and data engineering to ensure optimal data pipelines and reporting architecture.
• Data Integrity & Governance—establish and enforce governance standards, including lineage and validation.
• Lead reconciliation of data across custodians, clearing firms, CRM, and portfolio accounting to ensure accuracy.
• Document data sources, transformations, and reporting logic for transparency and auditability.
• Reporting & Analytics—develop and enhance enterprise reporting frameworks for KPIs, AUM/AUA, revenue, and data governance.
• Build dashboards and reporting solutions using Power BI, Excel data models, or similar platforms.
• Deliver recurring and ad hoc reporting with clarity, accuracy, and timeliness.
• Insights & Decision Support—analyze financial and operational trends to generate actionable insights.
• Partner with senior leadership to translate data into strategic recommendations.
• Drive reporting efficiency, automation, and scalability.
• Cross-Functional Collaboration—serve as liaison between Business, Technology, Operations, and Finance teams.

Connaissances

Data modeling

Data reconciliation

Reporting architecture

Power BI

Excel data models

SQL

Data governance

Dashboard design

Executive storytelling

Formation

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

Outils

Power BI

Tableau

Excel

Description du poste

Integrity Marketing Group is seeking a Senior Enterprise Data Analyst to lead enterprise reporting and governance across a Wealth Management ecosystem. You will ensure data integrity, design scalable models, and partner with IT, Operations, and Finance to deliver executive insights.

The role requires strong data modeling, reconciliation, and reporting architecture expertise, with hands-on experience in Power BI and SQL across complex data flows.