The Oakleaf Group
Overview
The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients include banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds. We differentiate ourselves through our client relationships, investing in communication and research to understand drivers of our clients’ short- and long-term success. We align our goals with those of our clients and continuously monitor and adjust to keep the relationship strong. Seeking a Tableau Developer to join our consulting team. The Tableau Developer will assess customer requests, collaborate with the team to determine solutions to business needs, use Tableau or other BI tools to explore and understand data, and provide reporting and solutions. The Developer will work with business and technical users to understand requirements and develop reporting solutions to support quarterly/monthly submissions and monthly analytics. The role operates in an Agile setting, follows Scrum ceremonies, and requires strong communication to provide periodic updates and demonstrate work to audiences. Responsibilities
Attend meetings to discuss and identify customer needs and strive to do what’s right for our customers. Contribute to designing, developing, implementing, and maintaining business intelligence (BI) applications and tools. Contribute to identifying, researching, and resolving technical problems, including developing and implementing requirements for new features and enhancements. Qualifications
Bachelor’s degree or equivalent in computer science or other STEM, finance, or data science fields. 2+ years of experience; financial industry experience is required. Build advanced Tableau dashboards from MPM (Model Performance Monitoring) data as part of model-transformation initiatives; requires deep SQL/database skills plus hands-on Linux, Python, and AWS experience. Strong expertise in BI tools (Tableau preferred) and SQL to develop reports. Experience in graphical data representation using tools such as PowerPoint, Excel, Tableau, or Power BI. Documentation and database reporting skills for analysis, data discovery, and decision-making. Python coding and/or Power BI experience. Finance and business analysis experience with reporting or requirement documentation. Strong presentation skills to convey information clearly to an audience. Ability to create solution specifications documents for report developers to translate business requirements into technical requirements. Ability to validate reports and obtain end-user sign-offs. Ability to work respectfully and cooperatively with people from different functional areas toward a common goal. Hybrid position requiring the ability to work effectively from a home office; moderate background noise is acceptable. Hybrid, DMV preferred:
This is a hybrid role (2–3 days/week onsite) in the Washington, D.C.–Maryland–Virginia (DMV) area; local candidates are preferred. Compensation and Benefits
Pay Range: $60 - $80 USD The Oakleaf Group offers competitive compensation based on skills and experience. Benefits include health, dental, and vision plans, along with other benefits in accordance with applicable Federal or State law. The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. We do not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, disability, veteran status, or any other basis prohibited by applicable law. Accommodations
Oakleaf is committed to providing equal employment opportunities to all job seekers. Reasonable accommodations for job seekers with disabilities will be provided. If you need an accommodation to apply, please email accommodations@oakleaf.com with the subject “Applicant Accommodation” and specify the assistance needed in the body of the email.
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The Oakleaf Group is a mortgage and financial services consulting firm with expertise in risk management and financial modeling for the mortgage and banking industries. Our clients include banks and non-bank mortgage firms, government agencies, law firms, insurance companies, institutional asset managers, and hedge funds. We differentiate ourselves through our client relationships, investing in communication and research to understand drivers of our clients’ short- and long-term success. We align our goals with those of our clients and continuously monitor and adjust to keep the relationship strong. Seeking a Tableau Developer to join our consulting team. The Tableau Developer will assess customer requests, collaborate with the team to determine solutions to business needs, use Tableau or other BI tools to explore and understand data, and provide reporting and solutions. The Developer will work with business and technical users to understand requirements and develop reporting solutions to support quarterly/monthly submissions and monthly analytics. The role operates in an Agile setting, follows Scrum ceremonies, and requires strong communication to provide periodic updates and demonstrate work to audiences. Responsibilities
Attend meetings to discuss and identify customer needs and strive to do what’s right for our customers. Contribute to designing, developing, implementing, and maintaining business intelligence (BI) applications and tools. Contribute to identifying, researching, and resolving technical problems, including developing and implementing requirements for new features and enhancements. Qualifications
Bachelor’s degree or equivalent in computer science or other STEM, finance, or data science fields. 2+ years of experience; financial industry experience is required. Build advanced Tableau dashboards from MPM (Model Performance Monitoring) data as part of model-transformation initiatives; requires deep SQL/database skills plus hands-on Linux, Python, and AWS experience. Strong expertise in BI tools (Tableau preferred) and SQL to develop reports. Experience in graphical data representation using tools such as PowerPoint, Excel, Tableau, or Power BI. Documentation and database reporting skills for analysis, data discovery, and decision-making. Python coding and/or Power BI experience. Finance and business analysis experience with reporting or requirement documentation. Strong presentation skills to convey information clearly to an audience. Ability to create solution specifications documents for report developers to translate business requirements into technical requirements. Ability to validate reports and obtain end-user sign-offs. Ability to work respectfully and cooperatively with people from different functional areas toward a common goal. Hybrid position requiring the ability to work effectively from a home office; moderate background noise is acceptable. Hybrid, DMV preferred:
This is a hybrid role (2–3 days/week onsite) in the Washington, D.C.–Maryland–Virginia (DMV) area; local candidates are preferred. Compensation and Benefits
Pay Range: $60 - $80 USD The Oakleaf Group offers competitive compensation based on skills and experience. Benefits include health, dental, and vision plans, along with other benefits in accordance with applicable Federal or State law. The Oakleaf Group is an equal opportunity employer committed to hiring a diverse workforce and sustaining an inclusive culture. We do not discriminate on the basis of race, ethnicity, religion, sex, color, national origin, age, sexual orientation, gender identity or expression, disability, veteran status, or any other basis prohibited by applicable law. Accommodations
Oakleaf is committed to providing equal employment opportunities to all job seekers. Reasonable accommodations for job seekers with disabilities will be provided. If you need an accommodation to apply, please email accommodations@oakleaf.com with the subject “Applicant Accommodation” and specify the assistance needed in the body of the email.
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