QlikSense Reporting/ Dashboard Analyst

IT Operations Analyst

12 Month Contract (Possible extension or Contract-to-Hire)

Location: 100% Remote (Client located in San Francisco, CA)

Job Description

This global FinTech company providing software and services to help consumers and small businesses manage their finances, specializing in tax prep, accounting, and personal finance.

The Money team is seeking a highly skilled Business Intelligence Contractor to support our Payments business. We are currently unifying our data landscape to support both outbound and inbound sales motions for existing and net-new clients.

We are looking for a data expert to accelerate our transition to a consolidated reporting framework. You will work alongside our internal Data Science team to refresh our data infrastructure, migrate legacy reporting, and build a robust "source of truth" visualization suite in Qlik.

As a BI and Data Integration Analyst for the Sales Analytics team, you will be responsible for ensuring timely, relevant, and accurate data is regularly processed, analyzed, and made available to analysts and sales leaders. It involves creating and maintaining a wide array of data-related business processes and dashboards.

Key responsibilities

Qlik Dashboard Build

• Develop a consolidated Qlik dashboard for Payments business performance, starting with self-service capability and evolving into standardized fixed views for key audiences

• Implement KPI definitions, filtering, drill-downs, and performance optimizations for speed and usability

• Apply best practices for Qlik app structure, data modeling, and reload strategies

Data Unification & Refresh (Reuse + Rework Existing Pipelines)

• Assess and reuse existing data pipelines powering current dashboards; rework them as needed to ensure alignment to analytics sources of truth

• Expand pipelines to include additional data points required for sales motions (inbound/outbound), client segments, and performance insights

• Support SQL/ETL work (joins, transformations, validation, data quality checks) to ensure reliable refreshes

Interim Reporting Support (As Needed)

• Make targeted updates to existing dashboards (e.g., Tableau) during the transition period prior to full Qlik consolidation

Documentation & Collaboration

• Document data sources, transformations, metric logic, and dashboard usage notes

• Collaborate in an iterative delivery model: participate in requirements gathering, roadmap planning, and stakeholder check-in

Skill Requirements

Skills Deep Qlik Expertise: Proven experience developing complex dashboards and visualization solutions within Qlik (Qlik Sense/QlikView). You must be comfortable building for both self-service users and fixed reporting

Strong SQL & Data Manipulation: Proficiency in writing complex SQL queries. You must be able to modify existing code, debug queries, and handle data transformation/ETL tasks independently

Data Visualization Best Practices: A strong eye for UX/UI in dashboards. You know how to tell a story with data, not just display numbers

Speed & Agility: Ability to jump into an existing codebase, understand the logic quickly, and start contributing immediately with minimal hand-holding

Tableau Experience: Ability to navigate and update Tableau dashboards is strongly preferred to support the transition phase

Salesforce / CRM Analytics: Familiarity with Salesforce data structures or CRM Analytics (CRMA) is a plus (Not Required)

Sales Operations Knowledge: Experience working with sales data (leads, opportunities, pipeline, revenue) or fintech/payments data is a plus (Not Required)

You will receive the following benefits

Medical Insurance & Health Savings Account (HSA)

401(k)

Paid Sick Time Leave

Pre-tax Commuter Benefit

Motion Recruitment provides IT Staffing Solutions (Contract, Contract-to-Hire, and Direct Hire) in major North American markets. Our unique expertise in today’s highest-demand tech skill sets, paired with our deep networks and knowledge of our local technology markets, results in an exemplary track record with candidates and clients.

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