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Tableau/BI Analyst

  • Location: San Francisco, 94105
  • Salary: 61.1
  • Job Type:Contract

Posted 2 months ago

Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package!

Our client has been around for over 150 years and is continuously innovating in today's digital age. If you want to work for a company that is not only a household name, but also truly cares about satisfying customers' financial needs and helping people succeed financially, apply today.

Position: Tableau/BI Analyst
Location: SAN FRANCISCO, California, 94105
Term: 6 months

Day-to-Day Responsibilities:

  • Responsible for developing, maintaining, and managing advanced reporting, analytics, and functional KPI dashboards and other BI solutions.
  • Strong Data modelling knowledge to connect underlying data tables to usage in reports.
  • Continuously enhances interactions between end users, sponsors, and internal team members by actively facilitating communication, assisting with project management.
  • Hands on with Tableau Desktop (dashboard creation, report authoring and troubleshooting, data source management).
  • Create and edit SQL queries within Tableau to build calculated fields.
  • Create interactive filters, parameters and calculations for preparing dashboards and worksheets in Tableau.
  • In-depth understanding of KPIs and Business Objectives to measure operating performance, expertly advise on identification, prioritization, analysis, resolution and management reporting of activity status on dashboards.
  • Perform default, loss, and prepayment forecasting on credit sensitive positions within the Analytics Portfolio.
  • Work cross-functionally to ensure the various underlying data sources are automated.
  • Conducts full analyses of changes impacting customers and operations data to ensures impacts are accurately represented into metrics.
  • Strong 60% BI person with analytical skills and 40% data engineering skills.
  • Primary focus should be building / maintaining beautiful and functional dashboards, ability to have a user experience focus in interacting with partners.
  • Participate in company stress testing and capital planning efforts surrounding the securities portfolio and Treasury mortgage portfolio.
  • Advise line of business, companywide functions, and more experienced leadership on business strategies based on research of performance metrics, trends in population distributions, predictive scenario modeling, and other complex data to maximize profits and asset growth, and minimize operating losses within risk and other operating standards.
  • Interpret and translate regulatory defined stress test scenarios into model parameters, evaluate results of stress test results, and interpretation of model output.
  • Provide leadership in the identification and development of new research concepts and designs.
  • Ensure adherence to compliance and legal regulations and policies on all projects managed.
  • Provide updates on project logs, monthly budget forecasts, monthly newsletters, and operations reviews.
  • Assist managers and leaders in building quarterly and annual plans and forecast future market research needs for business partners supported.
  • Mentor or manage more less experienced staff, interns, and external contractors.
  • Collaborate and consult with peers, colleagues, and more experienced managers to resolve issues and achieve goals.
  • Lead projects, teams, or serve as a peer mentor.

Is this a good fit? (Requirements):

  • 8 years of experience in dashboarding tools like Tableau, Power BI, Looker.
  • 5 years of experience in data analysis, design and development of reporting and business intelligence solutions in a data warehouse environment with experience in SQL.
  • Ability to troubleshoot tableau, report and SQL issues related to project.
  • Tableau Desktop and web related experience for report building.
  • Expert level SQL skills to troubleshoot and frame custom SQLs as needed.
  • Possess ability to analyze business requirements and ask clarifying questions.
  • 5+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.

For hourly W2 contract roles MATRIX offers a highly competitive benefit package including Medical, Dental, Vision, Life, Disability, HSA, and 401(k) with pre and post-tax options.  Please see for more information.

For direct hire placement with our clients, benefits would be offered in accordance with that particular client’s offerings. This may include PTO, Medical, Dental, Vision, 401K and other pre and post-tax options.