• Contingent: Tableau Reporting Specialist

    ID
    2018-7104
    Job Locations
    US-CA-San Francisco
    Category
    Information Services
  • Overview

    Tableau Reporting Specialist

    As part of the Information Services team, the Wealth Management (WM) Technology Team drives the vision to create an industry leading, client-centric wealth technology experience. The team is looking for forward thinking, action oriented individuals to help drive the implementation of innovative, cutting-edge solutions. 

     

    Summary:

    This position reports to the WM Reporting Team Lead and supports the development and implementation of Tableau dashboards and datasets for the WM department. 

    The Tableau Report Developer works with subject matter experts from the project and business teams to determine: Data requirements for the PWM Reporting platform; develop functional specifications; provide detailed data flow documents.  They will also participate in the full development process life-cycle from concept, through testing and implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation of PWM Reporting capability. Specific tasks include: communicating business term definitions; establishing data quality rules; writing and executing data quality checks; researching and analyzing data in support of business functions; process and workflow knowledge; and user acceptance testing.

    Responsibilities

    • Design and develop Tableau reports and dashboards that will yield actionable insights that present the answers to business questions
    • Develop, implement, and optimize analytical processes and associated KPI’s to improve how we measure and report on the performance of the organization
    • Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite
    • Code and modify SQL/ETL based on dashboard requirements
    • Maintain validation of reporting business rules, documentation and distributions to proper stakeholders
    • Train and educate co-workers on data visualization tools and best practices
    • Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability

    Qualifications

    Experience & Education:

    • BA or BS in Management Information Systems, Mathematics, Computer Science, or Engineering required
    • 5+ years of experience using business intelligence reporting tools. Mastery of Tableau for the creation and automation of Enterprise Scale dashboards
    • 5+ years of experience writing advanced SQL, performance tuning of BI queries, data modeling, and data mining from multiple sources (SQL, ETL, data warehousing).
    • Knowledge of Private Wealth Management/Investment Management – with ability to  interpret definitions and calculations from business language to developer logic
    • Experience with portfolio management and related reporting
    • Expertise with Data Visualization best practices
    • Possess a strong foundation in data analytics, an understanding and foundation in data science
    • Have exposure to statistical modeling experience (R, SAS, SPSS). (Preferred)

     

    Technical Skills:

    • Strong visualization design and development experience with Tableau (and other Business Intelligence tools)
    • Expert in writing SQL
    • Excellent attention to detail and experience debugging code

     

    Professional Skills/Competency:

    • Proven track record of delivery for business critical BI/Analytics projects
    • Ability to operate with cross-functional teams
    • Strong quantitative and analytical skills - ability to quickly analyze data to identify key insights and apply them to the business 
    • Clear, high-level understanding of complex data models and software  integration/delivery
    • Excellent communication skills, including ability to present effectively to both business and technical audiences at all levels of the organization
    • Strong orientation to clients, including demonstrated ability to understand needs and apply this knowledge to drive data enhancements

     

    Personal Skills/Competency

    • Consistently demonstrates and follows high standards of integrity in business decision-making
    • Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings
    • Gains support for change by providing context and responding with sensitivity to concerns; takes initiative to recommend/ develop innovative approaches to getting things done
    • Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration
    • BI Tools – Required (Tableau required)
    • SQL – Required
    • Excel - Required
    • Wealth Management/Investment Management data experience - Required
    • TFS/JIRA or other issue tracking application preferred

     

    Mental/Physical Requirement

    • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
    • Vision must be sufficient to read data reports, manuals and computer screens.
    • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
    • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
    • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
    • Must be able to travel in a limited capacity.

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