Integration Data Analyst

Role Overview

• Partner with the Onboarding & Integration team to support the successful execution of system integration plans for acquired Focus offices.
• Coordinate and support day-to-day integration activities related to Orion and other operational systems used throughout acquisition, onboarding, and conversion efforts.
• Perform detailed comparisons between legacy systems and Orion to validate account performance, billing, and related operational data.
• Collect, analyze, reconcile, and document data from multiple source systems to support accurate, complete, and reliable information within master systems.
• Identify data discrepancies, assess potential impacts, escalate issues as appropriate, and help coordinate timely resolution with internal teams and external partners.
• Prepare status updates, reporting materials, documentation, and planning resources that provide clear visibility to Operations and Integration leadership.
• Assist with onboarding and training for operations functions at new Focus offices, including Orion-related support for Client Service associates as needed.
• Develop and deliver presentations, training materials, and Advisor Development content related to operations, systems, data, and integration topics as needed.
• Maintain strong working knowledge of Focus tools, systems, processes, custodial relationships, and operating standards to support consistent integration execution.
• Contribute to special projects and perform other responsibilities as assigned by the Team Leader.
• Demonstrate a commitment to continuous improvement, professional development, and practical innovation that enhances integration quality and outcomes.
• Uphold Focus’ mission, values, and cultural standards while contributing to a collaborative, accountable, and high-performing team environment.

Requirements

• Bachelor’s degree in business, finance, data analytics, operations, information systems, or a related field; equivalent relevant professional experience may be considered.
• Strong client service orientation with the ability to support internal and external stakeholders with professionalism, responsiveness, and sound judgment.
• Advanced proficiency in Microsoft Office, particularly Excel, with the ability to analyze, reconcile, summarize, and present complex data clearly.
• Strong analytical, critical thinking, and problem-solving skills, with the ability to assess data discrepancies, identify root causes, and recommend practical next steps.
• High standards for accuracy, timeliness, follow-through, documentation, and overall quality of work.

Benefits

• Comprehensive benefits package
• Annual cash bonus
• Paid time off
• Professional development opportunities