Key skills
ETLSQLTableauLookerBIPower BI
About this role
Role Overview
- Connect to QuickBooks Online (API or native BI connector) and build a stable data ingestion pipeline
- Model and clean financial datasets including:
- Multi-entity expense allocation
- Cost centers, operating expenses, shared services expense distribution
- Acquired agency performance + historic financials
- Build user-facing dashboards showing multi-entity P&L trends
- Stand up filterable views by agency and region (with user-based access control)
- Create lightweight documentation for ongoing dashboard maintenance
Requirements
- Strong BI, ETL, SQL + data modeling fundamentals
- Direct experience connecting QuickBooks Online to a BI tool (connector or API)
- Strong Experience with multi-entity accounting / financial reporting
- Experience with Tableau, Power BI, Metabase, Looker Studio, or similar
- Bonus: experience in insurance / financial services
Tech Stack
- ETL
- SQL
- Tableau