Data Analytics Engineer
12 days ago
Portland
Job Description Location: Portland, OR metro area (Lake Oswego office) Work Arrangement: Hybrid — candidates must reside in the Portland metropolitan area and be able to commute to our Lake Oswego office 2–3 days per week. Please note: Only candidates currently living in Oregon or Southwest Washington and within commuting distance of Lake Oswego will be considered. Apply directly to: Job Description About the Role Organization is undergoing a major modernization of its data and reporting landscape, transitioning from legacy accounting systems to a modern Microsoft Fabric + Dynamics 365 + PracticePro environment. We are seeking a Data Engineer who can embed into the IT organization, partner closely with accounting, operational leaders, and the internal integration team, and become the primary data & analytics engineer for the firm. This individual will own the Fabric data environment, help build new reporting capabilities, and eventually mentor internal team members as the analytics practice scales across Tax, Wealth Management, and Operations. This role is ideal for someone who loves data modeling, business logic, and translating ambiguous requirements into clean, stable pipelines-while navigating a real-world environment with competing priorities, political nuances, and ongoing transformation. Key Responsibilities 1. Microsoft Fabric & Data Lakehouse Engineering Manage and extend organizations Fabric-based lakehouse (Bronze → Gold architecture; no Silver layer today). Build, refine, and optimize data models that power reporting for: Accounting & Tax Practice management Sales & client management Improve historical data hydration across Practice Engine → PracticePro → Dynamics 365 sources. Contribute to establishing data governance standards in collaboration with senior architect Chris Hyde. 2. Dynamics 365 & PracticePro Integration Understand how PracticePro feeds Dynamics 365 Sales/Marketing and the Fabric lakehouse. Build reporting datasets to support CRM insights, lead scoring, client value metrics, and partner reporting. Ensure alignment between operational processes, CRM structures, and downstream analytics. 3. Reporting & Analytics Development Partner with business users to define KPIs (realization, utilization, billing accuracy, engagement metrics). Deliver “quick wins” reporting while simultaneously shaping longer-term data models. Build Power BI data models and dashboards that balance clarity, governance, and firm politics. 4. Enterprise Service Bus (ESB) Familiarity Collaborate with integration team leveraging the ESB (likely Mulesoft/Lite ESB equivalents). Assist with data flows, mirroring, and change data capture to ensure Fabric receives clean, timely data. 5. Knowledge-Transfer & Team Enablement Serve as the embedded analytics expert for a team of five internal automation/engineering staff. Help uplift internal talent through peer review, documentation, and coaching. Work closely with senior architect (Lead Engineer) during knowledge transition cycles. What Success Looks Like: You’ve become the go-to person for data & reporting across Tax and Wealth teams. You’ve stabilized and expanded the Fabric data lakehouse with trustworthy, governed data sets. Leadership sees clear improvement in reporting clarity and speed of delivery. Internal teams begin adopting consistent modeling patterns you helped establish. You handle the political nuance between “old accounting reporting preferences” vs “modern KPIs” with diplomacy and clarity. Required Experience 4–6+ years in Data Engineering, BI Engineering, or Analytics Engineering. Strong hands-on experience with: Microsoft Fabric Power BI data modeling (DAX, semantic models, star schemas) Dynamics 365 (Sales, Marketing, CRM entities) Experience with financial or operational data (CPA, fintech, banking, consulting, or professional services preferred). Comfort working across ambiguous requirements and politically nuanced environments. Familiarity with enterprise service bus (ESB) or similar integration frameworks. Ability to collaborate with developers, business stakeholders, and operations teams. Preferred Background Experience in a tax/accounting environment (ideal) OR significant exposure to financial datasets (fintech, banking, financial services). Exposure to Practice Engine or PracticePro is a plus but not required. Understanding of medallion architectures and data quality patterns. Soft Skills: Excellent communication skills (can talk to Accountants, partners, and executives). Diplomacy + backbone — able to navigate political tension around KPIs, billing models, and reporting philosophy. Teachable, calm under pressure, and able to translate complex technical realities for non-technical leaders. Local presence — must be able to come onsite, build trust, understand the culture. Company DescriptionFounded in 2014, Sollucio Partners is a community-driven organization dedicated to solving challenges, fostering innovation, and supporting the communities we serve. Our mission is to create transformative services and products that enhance lives, improve businesses, and advance humanity. 4 Divisions (Advisory, Infotech, Recruiting, Ventures). 1.)Advisory Provides strategic consulting to help organizations achieve goals, adapt to change, and align IT with business strategies: Fractional CIO Services: On-demand IT leadership. Assessments: Evaluations to identify improvement opportunities. Organizational Change Management: Guiding transitions while minimizing disruption. IT Alignment: Ensuring IT supports corporate strategy. Infotech (IT Services) Delivers efficient IT solutions to drive ROI: 2.) InfoTech Data Management: Privacy, sharing, and streaming solutions using technologies like Microsoft Fabric. Cybersecurity: Includes assessments, SOC 2 readiness, audits, and vCISO support to ensure data security and compliance. Application Development: Scalable systems for growth, leveraging nearshore teams in Costa Rica. 3.)Recruiting: Specializes in connecting top talent with client needs: Proprietary Screening Methodology: Identifies the top 10% of candidates. Customized Talent Solutions: Executive searches, staffing, and consulting for long-term success. 4.)Ventures Invests in innovative solutions to improve lives and communities: Perin Health: A telemedicine and wearable platform for real-time diagnostics. Real Estate: Investments fostering community growth and development. Community Focus: We actively support communities where we operate by donating annually to impactful organizations, including Providence Hospice, Sr. Community Services, and Camp Agape. Vision We are innovators and changemakers. Through our divisions—Advisory, Infotech, Recruiting, and Ventures—we strive to transform industries, support communities to move humanity forward.Founded in 2014, Sollucio Partners is a community-driven organization dedicated to solving challenges, fostering innovation, and supporting the communities we serve. Our mission is to create transformative services and products that enhance lives, improve businesses, and advance humanity.\r\n\r\n4 Divisions (Advisory, Infotech, Recruiting, Ventures).\r\n\r\n1.)Advisory\r\nProvides strategic consulting to help organizations achieve goals, adapt to change, and align IT with business strategies: Fractional CIO Services: On-demand IT leadership. Assessments: Evaluations to identify improvement opportunities. Organizational Change Management: Guiding transitions while minimizing disruption. IT Alignment: Ensuring IT supports corporate strategy. Infotech (IT Services) Delivers efficient IT solutions to drive ROI:\r\n\r\n2.) InfoTech\r\nData Management:\r\nPrivacy, sharing, and streaming solutions using technologies like Microsoft Fabric.\r\nCybersecurity:\r\nIncludes assessments, SOC 2 readiness, audits, and vCISO support to ensure data security and compliance.\r\nApplication Development:\r\nScalable systems for growth, leveraging nearshore teams in Costa Rica.\r\n\r\n3.)Recruiting:\r\nSpecializes in connecting top talent with client needs: Proprietary Screening Methodology: Identifies the top 10% of candidates. Customized Talent Solutions: Executive searches, staffing, and consulting for long-term success.\r\n\r\n4.)Ventures\r\nInvests in innovative solutions to improve lives and communities: Perin Health: A telemedicine and wearable platform for real-time diagnostics. Real Estate: Investments fostering community growth and development.\r\n\r\nCommunity Focus:\r\nWe actively support communities where we operate by donating annually to impactful organizations, including Providence Hospice, Sr. Community Services, and Camp Agape.\r\n\r\nVision\r\nWe are innovators and changemakers. Through our divisions—Advisory, Infotech, Recruiting, and Ventures—we strive to transform industries, support communities to move humanity forward.