The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients are banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds.

We differentiate ourselves through our approach to the relationships with our clients. We begin with the belief that each client relationship will be ongoing, spanning multiple projects/engagements. We invest in communication and research to ensure that we fully understand the drivers of every client’s short- and long-term success. We align our goals with those of our clients, and we continuously monitor and adjust to ensure that the relationship stays strong.

Seeking a Tableau developer to join our consulting team. The Tableau Developer will assess customer requests and collaborate with the team to determine solutions to solve business needs, use Tableau or other BI tools to explore and understand data, and provide reporting and solutions. The Tableau Developer will work with the business and tech users to understand the business requirements and develop reporting solutions to support the quarterly/monthly submission and monthly analytics. The position will work in an Agile setting, follow the scrum ceremonies and have good communication skills to provide periodical updates and demonstrate his/her work to the audience.

Responsibilities:

Attend meetings to discuss and identify customer needs and strive to do what's right for our customers.
Contribute to designing, developing, implementing, and maintaining business intelligence (BI) applications and tools.
Analyze data to drive business decision-making capabilities.
Contribute to identifying, researching, and resolving technical problems, including developing and implementing requirements for new features and enhancements.

Qualifications:

Bachelor’s degree or equivalent on computer science or other STEM, finance, data science fields
2+ years working experience, financial industry experience is a must.
Strong expertise in BI Tools (Tableau preferred)/ SQL to develop reports.
Strong experience in graphical data representation using tools such as PowerPoint, Excel, Tableau, or Power BI.
Skilled in documentation and database reporting for the purposes of analysis, data discovery, and decision-making.
Strong SQL programming skills.
Python coding and/or Power BI experience
Finance and business analysis experience with Reporting or Requirement Documentation.
Strong writing communication skills.
Strong skills in product testing and evaluating software, usability testing, UAT, and using relevant product testing technology.
Skilled in presenting information and/or ideas to an audience in a way that is engaging and easy to understand.
Create solution specifications documents for report developers to convert business requirements to technical requirements.
Validate reports and request report sign offs from end users.
Ability to work with people from different functional expertise respectfully and cooperatively to work toward a common goal.
This remote position requires the ability to work effectively from a home office, even in an environment with moderate background noise.

The Oakleaf Group

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