Sr Engineer, Data Reporting

LPL Financial Services • Austin, TX

66d • $99,375 - $165,625 • Hybrid

About The Position

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. 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

• Cloud Platforms: AWS (S3, Redshift, Lambda, Glue, EC2, IAM)
• Data Warehousing & Modeling: Snowflake, DBT, SQL, PostGreSQL
• Data Transformation & Automation: Tableau Desktop, Alteryx Designer, Python
• Business Intelligence: Tableau Server & Tableau Cloud, KPI Dashboards, Embedded Analytics
• AI & Machine Learning: Pulse, Copilot, Cortex, Python (scikit-learn, pandas)
• Data Governance & Security: Role-based access, encryption, compliance
• Leadership & Collaboration: Agile methodologies, stakeholder engagement, cross-functional team leadership

Responsibilities

• Develop comprehensive technical and business requirements using advanced diagnostic and prognostic problem-solving methodologies.
• 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.
• Lead deployment, configuration, patching, and upgrades of Tableau Server and Tableau Cloud environments, ensuring seamless integration with enterprise data sources.
• 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.
• Gather, cleanse, and analyze large datasets to uncover trends, patterns, and actionable business insights.
• Embedded AI-powered insights into Tableau dashboards, enabling real-time forecasting, sentiment analysis, and intelligent alerting.
• Ensure data accuracy and integrity through rigorous validation processes across the software development lifecycle (SDLC).
• Deliver clear, actionable insights through query and reporting analysis, effectively communicating findings to stakeholders and development teams.
• Foster strong relationships with business partners, product management, and technical teams to drive alignment and innovation.
• Regularly prepare and present project status, risks, and outcomes to senior leadership and stakeholders.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees