Tableau Analytics & Dashboards Specialist

Swoon

41 hours ago

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Bachelor's degree or equivalent experience in a quantitative field.
2–3 years of data analysis or BI experience, preferably within financial services.
Strong data viz skills with Excel, Power BI, Tableau.

Builds and maintains dashboards and automated reports tracking branch performance and customer service metrics.
Establishes baselines before workflow changes and measures results after implementation.
Analyzes performance trends across branches to identify top performers and root causes of variation.
Prepares executive-level performance summaries and visualizations.
Conducts statistical analysis to evaluate pilot programs before rollout network-wide.
Partners with IT and data governance to resolve data quality issues.
Documents data definitions, sources, and calculation methodologies for consistency and auditability.
Builds self-service reporting tools and trains staff to interpret and use them.
Tracks adoption and sustainment metrics after rollout.

Data analysis

Data visualization

Statistics

Bachelor's degree in Business Analytics, Finance, Statistics, or related quantitative field

Excel

Power BI

Tableau

THIS IS OPEN AS A 3 MONTH CONTRACT TO HIRE

Essential Functions, Duties, and Responsibilities:

Builds and maintains dashboards and automated reports that track branch performance, efficiency, and customer service metrics.
Establishes performance baselines prior to each workflow change and measures results against those baselines after implementation.
Analyzes performance trends across branches to identify top performers, outliers, and root causes of variation.
Prepares executive-level performance summaries and visualizations
Conducts statistical analysis to evaluate the effectiveness of pilot programs before they are rolled out network-wide.
Partners with IT and data governance teams to resolve data quality issues, gaps, or system limitations.
Documents data definitions, sources, and calculation methodologies to ensure consistency and auditability of all reporting.
Builds self-service reporting tools and trains staff to interpret and use them independently.
Tracks longer-term adoption and sustainment metrics to confirm that process and training changes are holding after rollout.
Responds to ad hoc data requests from program leadership to support ongoing decision-making.

Qualifications:

Bachelor's degree in Business Analytics, Finance, Statistics, or related quantitative field, or equivalent experience.
Two to three years of experience in data analysis, reporting, or business intelligence, preferably within financial services.
Strong skills in data visualization and dashboarding tools (e.g., Excel, Power BI, Tableau, or similar) and comfort working with large datasets.
Ability to translate complex data into clear, actionable insights for non-technical audiences.

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