Wealth Management Operations - Data and Business Intelligence Analyst

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: Partner with Wealth Management leadership, Operations, and Technology teams to translate business needs into data-driven solutions, including dashboards, reporting frameworks, and key performance indicators Design, build, and maintain scalable dashboards and data models using approved data sources to support decision-making across the firm Develop and manage standardized reporting and data products, reducing duplication and promoting a single source of truth Support and uphold data governance standards, including: Data definitions and documentation Alignment to approved data sources Data access and security protocols Create and monitor data quality and exception reporting, identifying and escalating issues related to data integrity across systems such as Black Diamond and CRM platforms Collaborate with stakeholders to ensure reporting and analytics solutions are accurate, auditable, and aligned with firm policies and risk management expectations Serve as a consultative partner to end users, helping them interpret data, understand underlying assumptions, and apply insights effectively Manage and prioritize a reporting and analytics backlog, working within established workflows to deliver solutions aligned with business priorities Collaborate with internal teams and external vendors on data integration, system enhancements, and analytics initiatives, including supporting ETL/ELT processes and API-based data connections Present insights and reporting outputs to various audiences, including leadership, partners, and operational teams Create and maintain documentation on data sources, reporting logic, processes, and user guidance materials Assist with additional Wealth Management data, reporting, and technology projects, as assigned The qualifications. Bachelor’s degree in finance, economics, or related field required 3+ years of business experience in the investment, banking or accounting field required Experience with Microsoft Power Platform, including: Power BI (data modeling, DAX, and visualization best practices) Power Automate (workflow automation, process optimization, and integration across systems) Power Apps (dataverse tables, data collection, environment maintenance) Strong proficiency in SQL and experience working with relational databases Experience with data integration concepts, including APIs and ETL/ELT processes Understanding of data governance principles, including data quality, data lineage, and access controls Familiarity with Wealth Management systems (e.g., portfolio management, CRM, or similar platforms) Strong analytical and problem-solving skills with the ability to translate business questions into data solutions Excellent oral and written communication skills, with the ability to present complex information to non-technical audiences Ability to work independently and manage multiple priorities in a fast-paced, evolving environment Strong attention to detail and commitment to producing accurate, high-quality, and auditable outputs Demonstrated ability to collaborate effectively across teams and with external partners Familiarity with emerging analytics tools, cloud data platforms, or machine learning/artificial intelligence concepts is a plus This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. What makes us different? On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities. At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now. Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day. Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace. Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran. The specific statements above are not intended to be all-inclusive. We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time. The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent. Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation. The compensation range for this role in CO, IL, OH, and MA is: $64,500.00 - $90,500.00 #LI-CB1 #LI-Hybrid This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended. Our founders often referred to our firm as "a people firm disguised as an accounting firm." Why? Because people are at the core of everything we do, and our firm was built on values and principles that support this philosophy to this day.