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As of Jul 15, 2026, the average hourly pay for data optimization assistant in Michigan is $16.61, according to ZipRecruiter salary data. Most workers in this role earn between $14.04 and $18.65 per hour, depending on experience, location, and employer.
What are the most commonly searched types of Data Optimization jobs in Michigan? The most popular types of Data Optimization jobs in Michigan are:
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Infographic showing various Data Optimization Assistant job openings in Michigan as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, 1% Temporary, and 3% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $34,541 per year, or $16.6 per hour.
Wealth Management Operations - Data and Business Intelligence Analyst

Wealth Management Operations - Data and Business Intelligence Analyst

Plante Moran

Grand Rapids, MI • On-site

Full-time

Re-posted 6 days ago

Plante Moran rating

9.2

Company rating: 9.2 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

2nd of 17 rated bookkeepers and accountants

Job description

Job Summary:
Plante Moran is a leading audit, tax, consulting, and wealth management firm that prioritizes growth and well-being. The role involves partnering with Wealth Management leadership to develop data-driven solutions, maintain dashboards, and uphold data governance standards.
Responsibilities:
• 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
Qualifications:
Required:
• 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
Preferred:
• Familiarity with emerging analytics tools, cloud data platforms, or machine learning/artificial intelligence concepts is a plus
Company:
Plante Moran is an accounting and business advisory firm that offers audit, accounting, tax, and business advisory consulting services. Founded in 1924, the company is headquartered in Chicago, USA, with a team of 1001-5000 employees. The company is currently Late Stage.

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About Plante Moran

Sourced by ZipRecruiter

Plante Moran is one of the leading and most acknowledged certified public accounting firms, based in Southfield, MI, United States. Operating under a umbrella of industries including professional services, tax services, and consulting services, it was founded by Elorion Plante in 1924 and Frank Moran in 1950. The company’s mission is centered on the belief that they can make a remarkable difference for their clients, staff, and communities. As testament to its quality work and reputation, Plante Moran has received several accolades, including being consistently named as one of Fortune magazine's "100 Best Companies to Work For."

Industry

Accounting services

Company size

1,001 - 5,000 Employees

Headquarters location

Southfield, MI, US

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