Assist with reviewing existing Power BI dashboards and Excel models to identify duplicate reporting, data gaps, and opportunities for improvement.
Apply established UI/UX and data visualization standards to create clear, consistent, and user-friendly dashboards.
Partner with business stakeholders to gather requirements, document needs, and translate business questions into reporting solutions.
Support routine dashboard refreshes, issue resolution, user questions, and reporting enhancements.
Assist with the development and maintenance of Salesforce reports and dashboards, including sales pipeline, activity, bookings, and performance reporting.
Data Modeling & Technical Development
Build and maintain basic semantic models using established star schema and data modeling standards.
Create and update DAX measures and Power Query transformations under the guidance of senior team members.
Write and troubleshoot basic to intermediate SQL queries used for data validation and reporting.
Validate report results against source systems and investigate data quality or reconciliation issues.
Maintain documentation for business metrics, calculations, data sources, and report logic.
Support Power BI and Analyze in Excel reporting based on governed semantic models.
Platform Administration & Data Governance
Follow established data governance, security, naming, documentation, and deployment standards.
Assist with workspace administration, scheduled refresh monitoring, access requests, row-level security testing, and gateway troubleshooting.
Participate in testing and deployment activities for Power BI and Microsoft Fabric solutions.
Contribute to self-service reporting guidance and user training materials.
Escalate complex technical, data quality, or security issues to senior team members.
What Success Looks Like
Delivers accurate, well-documented dashboards and report enhancements on schedule.
Builds trust with business partners through responsive support and clear communication.
Demonstrates steady growth in Power BI, Salesforce reporting, SQL, data modeling, and governance practices.
Helps improve reporting consistency, usability, and data quality across the organization.
Minimum Qualifications
1 to 3 years of experience in business intelligence, data analytics, reporting, or a related field, including internships or relevant project experience.
Hands-on experience developing reports and dashboards in Microsoft Power BI.
Working knowledge of DAX, Power Query, data modeling, and relational databases.
Basic to intermediate SQL skills, including joins, filters, aggregations, and data validation.
Experience working with Excel for analysis, reconciliation, or reporting.
Strong attention to detail and the ability to identify reporting inconsistencies or data quality issues.
Ability to communicate clearly with both technical and non-technical stakeholders.
Bachelor’s degree in Data Analytics, Business Intelligence, Computer Science, Information Systems, Finance, or a related field, or equivalent practical experience.
Ability to commute to and work onsite at our White Plains, NY office 4-5 days per week.
Preferred Qualifications
Experience working with Salesforce CRM data is preferred.
Experience creating or maintaining Salesforce reports and dashboards is preferred.
Exposure to Salesforce objects and sales-process data, such as Accounts, Opportunities, Leads, Activities, and pipeline stages.
Familiarity with NetSuite, Microsoft Fabric, Power BI Service, deployment pipelines, gateways, or row-level security.
Exposure to DAX Studio, Performance Analyzer, or Tabular Editor.
Microsoft PL-300 (Power BI Data Analyst) certification or progress toward certification.
Compensation & Benefits
$75,000 – $100,000 annual total compensation (commensurate with experience)
Competitive Medical Health Plans, Low, Mid, High.
Employer Paid Low Medical Plan for Employee & Dependents (HSA Eligible)
Employer Paid Dental & Vision for Employee
Employer Paid Life Insurance for Employee
Employer Paid Long-term Disability for Employee
Employer Paid Hospital Confinement for Employee ~ (If enrolled in Medical)
+ Voluntary Supplemental Insurance Coverage Options
15 days PTO & 7 Sick Days Annually
10 Fixed Paid Holidays Off Annually
401(k) Matching up to 3%
About Us
Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.
View our CCPA disclosure notice here
