Tableau Expert for Analyzing Financial Metrics

Job Post: Tableau Dashboard Expert for Financial Metrics and Credit Risk Analysis (With YOY, MOM, WOW Comparisons) Project Description: We are a gas and utilities company looking to create a Tableau dashboard to analyze and visualize key metrics related to Net Write-Offs, Reserves, Receivables, and Credit Risk Performance. The goal is to organize these metrics into meaningful groupings, highlight relationships, and provide actionable insights for stakeholders. Additionally, the dashboard should include Week-over-Week (WOW), Month-over-Month (MOM), and Year-over-Year (YOY) comparisons to identify trends and patterns. This project involves working with a defined set of metrics, understanding their relationships, and creating an intuitive, visually engaging dashboard that effectively tells a story to stakeholders. Project Scope: 1. Understand Metrics: • Familiarize yourself with metrics like Net Write-Off ($), Reserve Balance, Receivables, and others provided in the dataset. • Analyze relationships between metrics, such as how Net Write-Off relates to Reserve Balance or Receivables. • Include trend analysis for metrics with comparisons across WOW, MOM, and YOY to highlight seasonal changes or anomalies. 2. Dashboard Design: • Create a user-friendly Tableau dashboard that organizes metrics into meaningful groups and visualizes their relationships. • Include visualizations for WOW, MOM, and YOY comparisons to track changes over time for key metrics. • Highlight key visualizations such as trends, ratios (e.g., Reserve as % of Total Receivables), and customer-level impact (e.g., # Accounts Written Off as % of Customer Base). • Ensure the dashboard is interactive and customizable for various stakeholder needs. 3. Stakeholder Insights: • Provide insights such as: • Trends in Net Write-Offs vs. Reserve Balances across different time periods (WOW, MOM, YOY). • Customer impact through metrics like # Accounts Written Off and its proportion of the customer base. • Adequacy of Reserves compared to Receivables and Past-Due Accounts (61+ Days). • Make the dashboard actionable by emphasizing risks, inefficiencies, or opportunities revealed through WOW, MOM, and YOY trends. 4. Deliverables: • A complete Tableau dashboard with: • Grouped metrics and meaningful visualizations. • WOW, MOM, and YOY comparisons for trend analysis. • Insights highlighting risks, inefficiencies, or opportunities. • Documentation explaining metric relationships, insights, and usage of the dashboard. Key Metrics to Work With: • Net Write-Off ($): Total uncollectible amounts. • BDE per Metered Customer: Bad Debt Expense distributed per customer. • # Accounts Written Off: Total customer accounts written off. • Avg. Balance Written Off: Average debt written off per account. • Gross Write-Off ($): Total debt written off before recoveries. • Reserve Balance: Funds set aside to cover potential bad debts. • Reserve as % of Total Receivables: Reserve balance compared to total receivables. • Reserve as % of Total Past Due (61+ Days): Reserve coverage for long overdue receivables. • Monthly Receivables: Outstanding receivables at the end of each month. • Daily Receivables: Average daily receivables for the period. Skills Required: • Expertise in Tableau: Advanced dashboard design, including time-based comparisons (WOW, MOM, YOY). • Data Analysis Skills: Ability to analyze financial metrics and derive meaningful insights. • Experience in Financial Data: Familiarity with metrics like write-offs, reserves, and receivables. • Strong Visualization and Storytelling: Presenting insights in a clear, actionable way for stakeholders. Preferred Experience: • Experience creating dashboards for financial or credit risk analysis. • Knowledge of metrics and KPIs related to credit risk or bad debt management. • Familiarity with gas, utilities, or similar industries. Project Timeline: • Expected completion: [Insert timeline, e.g., 2-3 weeks]. How to Apply: Please include the following in your application: 1. A brief overview of your experience with Tableau and financial data visualization. 2. Links to past Tableau dashboards or similar projects (especially those with WOW, MOM, and YOY analysis). 3. Your approach to organizing and visualizing the provided metrics, including time-based comparisons. 4. Estimated time and cost for this project. We are looking for someone who can not only design an excellent dashboard but also provide meaningful insights for decision-makers based on the data. Let us know if you have any questions! This post incorporates the WOW, MOM, and YOY requirements, making it clear to candidates what kind of time-based comparisons you need. Let me know if you’d like to refine it further! Incorporate drill-down functionalities to explore detailed information. The primary user group for this dashboard will be the Finance Department. Include basic filters and drill-down functionalities to explore detailed information within the Tableau dashboard. Include basic filters to allow users to narrow down data views.