Integration Data Analyst

About the role

The Integration Data Analyst joins the Onboarding & Integration team to ensure a smooth transition of newly acquired Focus offices onto core operating platforms. The role focuses on accurate data analysis, validation, reconciliation and reporting to support performance, billing and system conversion activities.

Key responsibilities

• Partner with the Onboarding & Integration team to execute system integration plans for acquired offices.
• Coordinate day‑to‑day integration activities for Orion and other operational systems.
• Perform detailed comparisons between legacy systems and Orion to validate performance and billing data.
• Collect, analyze, reconcile and document data from multiple sources to maintain reliable master records.
• Identify data discrepancies, assess impacts, and drive timely resolution with internal and external partners.
• Prepare status updates, reporting materials and documentation for leadership visibility.
• Support onboarding and training for operations functions at new offices, including Orion‑related assistance.
• Develop presentations, training content and advisor development materials on integration topics.

Required profile

• Strong analytical judgment with a high attention to detail.
• Ability to work independently and take ownership of tasks.
• Professional communication skills and a collaborative mindset.
• Willingness to work onsite three days a week in St. Louis or remotely if qualified.

Required skills

• Experience with Orion or similar enterprise integration platforms.

What we offer

• Opportunity to contribute to high‑impact integration projects.
• Collaborative environment with cross‑functional teams.
• Potential for professional growth within the organization.