Data Integration Specialist

Key Responsibilities:

• Design and Develop Integration Solutions: Create and implement integration workflows, understanding business requirements, data sources, and target systems.
• Build Data Integration Processes: Develop and configure processes to extract, transform, and load (ETL) data between various systems, including data warehouses, Azure, Medius, Workday and other applications.
• Maintain Data Warehouse: Create and maintain integration processes from ERP systems and other source systems into a data warehouse to maximize uptime and fresh data to be fed into Power BI reports for business users.
• Implement EDI File Transmission: Configure integration systems to handle the transmission and transformation of EDI messages between trading partners, ensuring compliance with industry standards.
• Integrate with Workday and Medius: Establish seamless integration between Azure and Workday, as well as Medius, to enable smooth accounts payable automation and streamline invoice processing.
• Collaborate with Stakeholders: Work closely with business analysts, data architects, system administrators, and other team members to gather requirements and ensure effective integration solutions.
• Ensure Data Quality: Implement data validation mechanisms to ensure data accuracy, consistency, and adherence to business rules.
• Optimize Performance: Analyze and optimize integration processes, identifying and resolving performance bottlenecks.
• Document and Report: Maintain clear and comprehensive technical documentation of integration processes, mappings, configurations, and workflows. Generate reports and provide insights into integration activities.
• Continuous Improvement: Stay updated with the latest industry trends, technologies, and best practices related to Azure, data integration, and the systems used (Workday, Medius, etc.). Qualifications:
• Heavy experience using Azure processes (ADF, Azure SQL DB, etc.)
• SQL experience (SSMS, SSIS, SSAS)
• Python experience
• Proficiency managing/deploying/supporting APIs and leveraging common frameworks such as message queuing, caching, complex mapping, and scripting (JavaScript, Groovy).
• Proficiency with integration technologies such as HTTP Web Services (SOAP/REST), XML, JSON, and Flat file.
• Experience with JDBC adapter, JMS adapter, Web Service (SOAP and REST), and WSDL.
• Understanding of enterprise integration tools, middleware technologies, and data integration patterns, including Pub/Sub Messaging, EIP, Event-Driven Architecture, SOA, and iPaaS.
• Experience in maintaining existing APIs, reviewing, and enhancing code.
• Familiarity with various relational databases like Oracle, MS-SQL Server, and MySQL.
• Knowledge of EDI X12/EDIFACT transaction sets and working with real-time and scheduled processes.
• Strong technical designing, interface designing, research and development skills, client interaction, onsite coordination, estimations, application development, documentation, and code review.

Lead the Future of Investment Technology – Charles River Team Leader

Are you ready to take your career to the next level? Join a forward-thinking team that is shaping the future of investment technology and information security. As we expand our global footprint, we are building a powerhouse team of innovators, problem-solvers, and strategic thinkers who thrive on collaboration and cutting-edge solutions.

The Opportunity

We are looking for a Charles River Team Leader to drive innovation, mentor a talented team, and lead the design, development, and implementation of the Charles River platform and related workflows. Reporting to the VP for Portfolio Management Technology, you will play a pivotal role in optimizing business processes and ensuring technology solutions support our continued growth.

What You’ll Do

• Lead and mentor a team of Charles River implementers, business analysts, and testers to deliver high-quality, on-time solutions.
• Oversee external consultants and professional service resources, ensuring alignment with company standards.
• Cultivate strong relationships with business stakeholders, end-user teams, and Charles River teams, including SaaS production support and product teams.
• Partner with Product Owners and Project Managers to ensure requirements are met with effective solutions.
• Establish and manage a support model in collaboration with Charles River SaaS teams and internal resources.
• Drive improvements in business process optimization, architecture, and solution design.
• Stay ahead of industry trends, proposing strategic technology recommendations that enhance performance and scalability.
• Lead talent development initiatives, including performance evaluations, mentorship, and career growth opportunities.
• Communicate technology updates and innovations across teams, ensuring alignment with business goals.

What You Bring

• 7+ years of industry experience in developing, deploying, and supporting Charles River technology solutions.
• Strong background in Investment Technology (Wealth Management), with a focus on the Buy-Side sector.
• Expertise in Trading and Portfolio Management (OMS) platforms.
• Proven ability to lead teams of 7+ members, delivering projects that meet business expectations.
• Broad technical experience across system development, architecture, cloud-based solutions, and integrations.
• Familiarity with Agile/Scrum methodologies to drive efficient and high-quality software development.

Why Join Us?

We are committed to innovation, collaboration, and career development. As part of our team, you’ll have the opportunity to work on meaningful projects, shape technology strategies, and grow your expertise in a supportive and forward-thinking environment.

What We Offer

• 100% paid medical, dental, and vision premiums for you and your dependents.
• A 50% 401(k) match, up to the IRS maximum.
• 20 days of PTO, plus 10 paid holidays to maintain work-life balance.
• Family support programs, including 8-week paid caregiver leave, $10,000 fertility and family planning assistance, and backup child/adult/elder care services.
• A dynamic, fast-paced environment with opportunities for career growth, leadership development, and cutting-edge technology projects.

This is an in-office role, with the potential for hybrid work based on tenure, performance, and role requirements (subject to change).

Take the next step in your career—apply today!

Job Title: Data Analyst / BI Developer

Location: Texas (Remote with occasional in-office requirement: 2 days/month)
Job Type: Full-Time, Direct Hire

Overview

We are seeking a highly analytical and technically skilled Data Analyst/BI Developer to join a purpose-driven data team focused on developing dashboards, monitoring AI models, and enhancing internal reporting products. This newly created position offers the opportunity to shape how data insights are delivered and used across the organization.

In this role, you’ll work closely with senior analysts, data scientists, and product teams to build data solutions that inform decision-making and support operational excellence.

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Key Responsibilities

• Design and develop interactive Power BI dashboards for tracking AI model performance, including metrics such as bias, drift, and output accuracy.

• Support and enhance existing internal data products used for operational and strategic insights.

• Perform data integration and analysis using Python to enable automation and improve data workflows.

• Collaborate cross-functionally with analysts, data scientists, and product stakeholders to ensure accuracy and usability of insights.

• Apply foundational statistical methods to validate data integrity and interpret findings.

• Identify opportunities to streamline reporting and optimize data processes.

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Required Qualifications

• Bachelor’s degree in a relevant field (e.g., Data Science, Information Systems, Public Health, Business Analytics).

• Proficient in Power BI, including strong skills in DAX, Power Query, and dashboard/report development.

• Experience using Python for data transformation, analysis, or automation.

• Solid understanding of basic statistics and how to apply them in a business context.

• Strong attention to detail and the ability to communicate data insights clearly to both technical and non-technical stakeholders.

• Must reside in Texas and be able to work remotely with occasional in-person meetings (minimum two days per month).

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Preferred Qualifications

• Background working with healthcare data or in a data-driven role supporting healthcare-related initiatives.

• Familiarity with evaluating AI model performance or working with data science teams.

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What You’ll Gain

• A collaborative, mission-oriented environment focused on using data to drive meaningful impact.

• Opportunities to work hands-on with modern BI tools and real-world AI applications.

• A tight-knit team that values continuous learning, transparency, and innovation.

Client Solutions Consultant – Construction Accounting

Location: Fully Remote – Work from Home
Compensation: $125K-$140K base + up to 20% bonus
Benefits: Comprehensive benefits, monthly work-from-home stipend, and room for growth with a scaling company

About the Role:
We are looking for a dynamic and skilled Client Solutions Consultant to join our fully remote team. In this role, you’ll leverage your financial accounting expertise to help clients optimize workflows, address complex financial challenges, and unlock their full potential with custom reporting and workflow solutions tailored to the construction industry.

What You’ll Do:

• Consultative Role: Serve as a trusted advisor, optimizing clients’ use of the platform to solve construction accounting challenges such as WIP reporting and revenue recognition.
• SQL Expertise: Create custom reports, dashboards, and workflows—often from scratch—using your strong SQL skills.
• Data Transformation: Help clients clean up messy data and transform workflows for better financial outcomes and forecasting.
• Client Support: Troubleshoot and resolve client issues, guiding them through challenges and delivering actionable solutions.
• Process Optimization: Support clients in process change, platform adoption, and ensure effective implementation planning.
• Product Demos & Training: Deliver product demos, onboarding, and client training to ensure long-term success and adoption.
• Collaboration: Work closely with internal teams to suggest improvements, spot upsell opportunities, and contribute to the product roadmap.

What We’re Looking For:

• Experience: 3+ years in a client-facing role, such as consulting, support, implementation, or customer success, ideally within the construction, finance, or ERP space.
• Technical Expertise: Strong SQL skills (daily use of SQL Server Management Studio, familiarity with MDX a plus). Experience with Sage 300 CRE.
• Accounting Knowledge: A hands-on background in financial accounting, including a deep understanding of WIP reports, job costing, and month-end close (MEC) workflows. Experience with journal entries, cash flow forecasting, and financial statements is a must.
• Consultative Approach: Ability to engage with clients, understand their pain points, and craft tailored solutions.
• Problem-Solving Skills: Ability to triage and resolve technical issues, prioritize multiple tasks, and maintain ownership of problems from start to finish.
• Bonus Points: Experience with Procore or Acumatica.

Why You’ll Love This Role:

• Growth Opportunities: Plenty of opportunities for career growth and advancement within the company, including leadership or product strategy roles.
• Flexibility: Fully remote work arrangement with a collaborative team culture across the US, Canada, and Europe.
• Impactful Work: Shape a critical part of the business by helping clients maximize their data insights and optimize their construction accounting workflows.

If you’re excited about using your finance, technical, and customer-facing skills to drive impactful changes for clients in the construction industry, we’d love to hear from you!

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