Contract Data Analyst: Power BI & SQL, Dashboards DC-Hybrid

Calibre CPA Group, PLLC; Bethesda (MD); Hybrid; USD 62,000 - 69,000; Full time

Benefits offered by this job

Hybrid work flexibility

Job summary

Calibre CPA Group, PLLC is seeking a Data Analyst on a contract basis to support engagement teams and internal firm operations with data manipulation, extraction, analysis, and reporting. The role includes analyzing datasets such as Form 5500s and LM-2s to generate insights for client service, business development, and firm strategy.

The ideal candidate will design and maintain datasets, create dashboards, and deliver clear, well-documented outputs for non-technical stakeholders, with hybrid

Qualifications

• Bachelor's degree in Data Analytics, Accounting, Finance, Information Systems, Statistics, or related field.
• Two+ years of data analyst experience.
• Advanced Excel skills including formulas, Power Query, and pivot tables.
• Proficiency in SQL and data visualization tools (Power BI or Tableau).

Responsibilities

• Analyze firm operational data including realization, utilization, WIP, billing, collections, staffing, and engagement profitability.
• Design, build, and maintain reusable datasets by integrating data from APIs, Firm systems, databases, and external sources to support analytics, dashboards, and reporting.
• Create dashboards and reports that provide engagement teams and clients with visibility into key metrics and trends.
• Support partners and Firm leadership with ad hoc analytics for management committee reporting, engagement profitability, and resource planning.
• Assist with data extraction and reporting from Firm systems.
• Industry and External Data Analysis.
• Extract, clean, and analyze publicly available data relevant to Calibre's client base, including Form 5500 filings, LM-2 filings, and other regulatory datasets.
• Identify trends across labor unions, employee benefit plans, nonprofits, and commercial clients to support business development, proposals, and thought leadership.
• Build benchmarking tools and comparative analyses that partners can use in client meetings and prospect conversations.

Skills

Advanced Excel

Power BI

SQL

Data analysis

Attention to detail

Education

Bachelor's degree in Data Analytics, Accounting, Finance, Information Systems, Statistics, or related field

Tools

Power BI

Tableau

Excel (Power Query, pivot tables)

SQL

Job description

Calibre CPA Group, PLLC is seeking a Data Analyst on a contract basis to support engagement teams and internal firm operations with data manipulation, extraction, analysis, and reporting. The role includes analyzing datasets such as Form 5500s and LM-2s to generate insights for client service, business development, and firm strategy.

The ideal candidate will design and maintain datasets, create dashboards, and deliver clear, well-documented outputs for non-technical stakeholders, with hybrid