About the Role
We are looking for a Data Analyst (BI) with strong hands-on expertise in Tableau and SQL. The role will focus on converting complex financial and operational data into actionable business insights through high-quality dashboards, reports, and visualizations.
Key Responsibilities:
Tableau Development
- Design, develop, and maintain executive and operational dashboards using Tableau Desktop and Tableau Server/Cloud.
- Implement advanced Tableau techniques including LOD expressions, calculated fields, parameters, custom calculations, and action filters.
- Optimize Tableau workbooks and data sources for improved performance and faster rendering.
- Manage the complete Tableau development lifecycle.
Data Sourcing and Preparation
- Write and optimize complex SQL queries to extract and structure data for Tableau consumption.
- Prepare and transform data for reporting and visualization.
- Build reports and visualizations using Tableau or similar BI tools.
Business and Financial Insights:
- Collaborate with Finance and Risk stakeholders to define relevant business KPIs.
- Analyze areas such as risk scoring, portfolio health, and revenue forecasting.
- Create clear, story-driven visualizations that communicate complex financial trends and risks effectively.
Deployment and Governance
- Manage data connections and publish data sources on Tableau Server.
- Administer security and access settings.
- Ensure data integrity and appropriate governance of BI assets.
Required Skills and Qualifications:
- 3–5 years of overall experience, with at least 3 years of dedicated Tableau development experience.
- Strong expertise in Tableau Desktop, Tableau Server/Cloud, and Tableau Prep.
- Demonstrated experience building complex, production-ready Tableau dashboards.
- Expert-level SQL skills for data extraction and manipulation.
- Experience working in Fintech, Banking, or Financial Services is highly preferred.
- Strong communication and stakeholder management skills.
- Ability to understand business requirements and translate them into accurate and effective visual reports.
Good to have:
- Tableau certification such as Tableau Certified Data Analyst or Tableau Desktop Specialist.
- Experience with Python or R for advanced statistical analysis and feeding analytical outputs into Tableau.
