Enterprise Data & BI Engineer

Evergreen Healthcare Partners is seeking an Enterprise Data & BI Engineer to build and maintain reporting solutions across key enterprise systems. The role focuses on ensuring accurate data movement for reporting, analytics, and operational decision-making while improving data reliability and supporting system interoperability.

Responsibilities:

• Build trusted reports, dashboards, datasets, and metric definitions to support business decision-making
• Ensure integrated data is accurate, consistent, well-documented, and fit for operational and reporting use
• Identify opportunities to reduce manual work through better data workflows, automation, and reporting infrastructure
• Build and maintain reliable data flows between systems such as HubSpot, Workday, Microsoft tools, and other business platforms
• Support secure, accurate, and scalable movement of data across applications, databases, APIs, and reporting tools
• Build and maintain Power BI reports, dashboards, datasets, and semantic models that support business reporting needs
• Partner with stakeholders to define reporting requirements, KPIs, business logic, and metric definitions
• Translate business questions into scalable, repeatable reporting solutions
• Improve existing manual reports by automating data refreshes, standardizing logic, and reducing spreadsheet dependency
• Ensure BI assets are accurate, user-friendly, well-documented, and aligned with business needs
• Create and maintain data models that support reporting, analytics, and operational workflows
• Implement checks and validation processes to monitor data accuracy, completeness, and consistency across systems
• Reconcile data between source systems and reporting outputs to identify and resolve discrepancies
• Maintain clear documentation for datasets, fields, reporting logic, transformations, and ownership
• Support consistent data definitions across departments and systems
• Identify manual data processes that can be improved through automation, better integrations, or standardized reporting
• Build lightweight automation workflows using available tools such as Power Automate, APIs, SQL, Python, or approved integration platforms
• Improve data refresh processes, reporting turnaround time, and stakeholder self-service access to trusted data
• Support handoff, training, and documentation for new reports, data feeds, and workflows
• Stay current on relevant tools and capabilities within the Microsoft, HubSpot, and Workday ecosystems
• Design, build, test, and maintain data feeds between HubSpot, Workday, Microsoft systems, and other enterprise platforms
• Develop and support integrations using APIs, connectors, middleware, ETL/ELT tools, or automation platforms
• Troubleshoot data flow issues, integration failures, field mapping discrepancies, and system sync problems
• Partner with business system owners to understand source system structures, data definitions, and integration requirements
• Document integration logic, data mappings, dependencies, schedules, and support processes

Requirements:

• 5+ years of experience in data engineering, BI development, analytics engineering, systems integration, business systems, or a related technical role
• Experience building or supporting data feeds, integrations, APIs, ETL/ELT workflows, or automated data processes
• Strong proficiency in SQL and experience working with databases, data warehouses, or reporting datasets
• Experience with Power BI, including dashboard development, data modeling, DAX, Power Query, or semantic models
• Familiarity with Microsoft data and productivity tools, such as Azure, Microsoft 365, SharePoint, Teams, Power Platform, or similar
• Experience working with enterprise systems such as HubSpot, Workday, CRM, HRIS, ERP, or finance systems
• Ability to understand business processes and translate reporting or integration needs into technical solutions
• Strong attention to detail and experience validating, reconciling, and troubleshooting data across systems
• Strong documentation, communication, and cross-functional collaboration skills
• Experience with Python, Power Automate, Azure Data Factory, APIs, middleware, or integration platforms is a plus
• Experience supporting data and reporting for professional services industry preferred