Data Engineer

Overview of the Role

A Data Analyst is responsible for developing and maintaining the existing data flow and data warehouse.

Main Responsibilities

Maintain and develop integrations with Xplan, including client-to-adviser mapping to support accurate revenue and commission reporting.

Support the transition of member firms from individual adviser codes to corporate codes by ensuring proper client mapping and data consistency within Xplan.

Implement and manage ETL (Extract, Transform, Load) processes.

Design and develop enterprise data models and data warehouses for clients.

Maintain and develop reports in Power BI and Board Pack PDF.

Lead data analytics projects, focusing on visualisation and predictive modelling.

Understand business data needs and guide appropriate technological resources.

Collaborate with cross-functional teams and stakeholders to identify data requirements, particularly during client transitions (e.g., Fortnum Advice and Captegra migration), and design effective solutions.

Aggregate and analyze data to generate actionable insights.

Develop and maintain reports, dashboards, and other tools for business users.

Develop and implement data management policies, procedures, and standards.

Requirements

• A graduate in Computer Science, Engineering, or a related field.
• Minimum of 2 years of experience in a similar or related role.
• Strong proficiency in SQL, data modelling, and ideally Power BI and Power Query.
• Experience working with financial systems or CRM platforms (e.g., Xplan) and an understanding of revenue/commission data structures is highly desirable.
• Familiarity with ETL processes and associated tools.
• Working knowledge of Data Lake and Python is a plus but not required.
• Ability to create clear and concise process documentation.
• Excellent problem-solving and analytical abilities.
• Strong communication and collaboration skills.

Benefits

• 500K per incident HMO coverage + Dental & Optical benefits ​
• 2-week paid Christmas vacation​
• Electricity & Data subsidies​
• 25K Educational Assistance ​
• Training and equipment will be provided​
• Fixed Schedule of Mon-Fri from 7 AM to 4 PM​
• Visit website

ABOUT US

VBP is an Australian company with operations in the Philippines that provides business growth, consulting, and delivery capabilities to more than 260 of the most innovative and disruptive financial services firms across Australia.

Our consulting-led approach leverages services in strategy, process improvement, intelligent automation, data analytics, and operations. We specialise in supporting financial firms, accounting practices, and mortgage brokers.

HOW WE STARTED

In 2013, VBP embarked on a visionary journey to transform how advice is delivered in Australia. From humble beginnings, we steadily evolved and embraced an open book management system by adapting the Great Game of Business in February 2021, and in the same year, we secured our first Great Place To Work certification.

Expanding our reach became a defining theme in our journey. In July 2022, we proudly celebrated the achievement of 1000 dedicated Team Members.

We have offices in Cebu and in Cagayan de Oro, with our third and newest office launched last August 2023 at JEG Tower. 2023 marks a pivotal moment for our business as we completed the strategic acquisition of Elixir Consulting, strengthening our position in the Australian Consulting space and supporting our expanded service offering. We also won our GGOB Healthy Company Award, maintained our GPTW certification and ISO certification, and became a certified B Corporation.

These milestones reflect not only our commitment to growth but also the vibrant community we’ve fostered, laying the foundation for a remarkable legacy as expert growth partners for Australian financial services firms.

WHAT WE OFFER

we have a deep understanding of the everyday challenges and insights into the strengths of enterprises we encounter. At VBP, we specialise in enhancing operational efficiencies and addressing cost-to-serve challenges for financial services firms. Our focus revolves around four key service:

Accounting, Bookkeeping, and Report Management

Financial Planning Assistance

Mortgage Broking Assistance

Paraplanning

In addition to these core services, we offer tailored business consulting services to optimise back-office operations across these four critical areas. With its offers and services, VBP aims to streamline Australian financial service firms’ operations and elevate their business to the next level.

To learn more about us, visit http://vbp.au.

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