Wealth Management Analytics & BI Specialist

Plante-Moran; Grand Rapids (MI); On-site; USD 64,500 - 90,500; Full time

Benefits offered by this job

401(k) plan

Flexible time off

Health insurance options

Job summary

Plante-Moran in Grand Rapids, Michigan is seeking a qualified individual to partner with Wealth Management leadership and provide data-driven solutions including dashboards, reporting frameworks, and KPIs.

This role emphasizes data governance, collaboration with various teams, and the management of reporting analytics. Candidates should have a Bachelor's degree and at least 3 years of business experience in relevant fields.

The position includes a range of benefits and may require working beyond a standard 40-hour work week.

Qualifications

• 3+ years of business experience in investment, banking, or accounting.
• Strong proficiency in SQL.
• Understanding of data governance principles.

Responsibilities

• Design, build, and maintain dashboards and data models.
• Support data governance standards and documentation.
• Collaborate with stakeholders to ensure reporting solutions are accurate.

Skills

Data governance principles

SQL and relational databases

Microsoft Power Platform

Analytical and problem-solving skills

Education

Bachelor's degree in finance, economics, or related field

Tools

Microsoft Power BI

APIs and ETL processes

Job description

Plante-Moran in Grand Rapids, Michigan is seeking a qualified individual to partner with Wealth Management leadership and provide data-driven solutions including dashboards, reporting frameworks, and KPIs.

This role emphasizes data governance, collaboration with various teams, and the management of reporting analytics. Candidates should have a Bachelor's degree and at least 3 years of business experience in relevant fields.

The position includes a range of benefits and may require working beyond a standard 40-hour work week.