Sr Engineer, Data Reporting

LPL FinancialCharlotte, TX
32dHybrid

About The Position

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial . Job Overview: We are seeking a talented senior level data reporting engineer who will support Austin Business Intelligence, business management reporting, and the Prudential data integration projects. This role involves collaboration with product teams, data engineering, and business intelligence to effectively prepare and cleanse data for data visualization.

Requirements

  • 2+ years experience with Data Transformation & Automation: Tableau Desktop, Tableau Prep, Tableau Bridge, Python
  • 5+ years experience with Business Intelligence: Tableau Server & Tableau Cloud, KPI Dashboards, Embedded Analytics
  • 2 + years experience with Data Warehousing & Modeling: Snowflake, DBT, SQL, PostGreSQL
  • 3+ years experience with Data Governance & Security: Role-based access, encryption, compliance
  • 5+ years experience with Leadership & Collaboration: Agile methodologies, stakeholder engagement, cross-functional team leadership
  • Strong analytical and problem-solving skills
  • Ability to effectively communicate with business users technical and non technical
  • Bachelor’s degree in computer science, or a related field
  • Adaptable individual capable of multitasking and prioritizing workload in a fast-paced, occasionally high-pressure environment
  • Ability to thrive in a collaborative environment that builds and fosters business partnerships
  • 5-6 years with Tableau administration (access, security), Tableau Cloud, along with Tableau development
  • Advanced SQL skills
  • Cloud platforms: AWS
  • Experience with Snowflake and AWS strongly preferred
  • AI & Machine Learning: Pulse, Copilot, Cortex, Python (scikit-learn, pandas)

Responsibilities

  • Collaborate with business leaders to define KPIs, reporting needs, and data-driven solutions aligned with strategic goals.
  • Design and optimize complex SQL queries to extract, transform, and analyze data, ensuring alignment with business objectives.
  • Deliver clear, actionable insights through query and reporting analysis, effectively communicating findings to stakeholders and development teams.
  • Lead deployment, configuration, patching, and upgrades of Tableau Server and Tableau Cloud environments, ensuring seamless integration with enterprise data sources.
  • Gather, cleanse, and analyze large datasets to uncover trends, patterns, and actionable business insights.
  • Maintain high availability and performance of Tableau Server infrastructure, implementing proactive monitoring and disaster recovery strategies.
  • Enforce robust security controls to protect sensitive data within AWS, DBT workflows and across the data pipeline.
  • Ensure data accuracy and integrity through rigorous validation processes across the software development lifecycle (SDLC).

Benefits

  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
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