Senior Enterprise Data Analyst

Integrity; Urbandale (IA); On-site; USD 110,000 - 160,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Data modeling

Data governance

Data reconciliation

Analytical thinking

Executive communication

Education

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

Tools

Power BI

Tableau

Excel (PivotTables, Power Query)

SQL

Job description

**Position Overview**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.**Key Responsibilities****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**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 (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****Integrity** 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.*