Job Description
Position Summary
The Power BI / Data Analyst plays a critical role in driving data-informed decision-making across the organization by delivering trusted analytics, enabling self-service capabilities, and enhancing organizational reporting maturity. Operating within a financial and enterprise context, this role works in close alignment with the Lead IT Systems Administrator, Data Engineer, Security Analyst, Lines of Business (LOBs), and Compliance/Risk teams to ensure infrastructure readiness, data security, and business-driven insight delivery.
Core Responsibilities
1. Data Analysis & Insights Generation
- Analyze structured and unstructured business data to uncover trends, patterns, and actionable insights.
- Provide ad hoc analysis and recommendations to support strategic initiatives.
- Translate complex data into clear, business-friendly narratives for decision-makers.
- Validate data integrity to ensure the accuracy and trustworthiness of insights.
- Apply statistical and advanced analytical methods to support business cases, risk oversight, and growth modeling.
2. Power BI Reporting & Dashboard Development
- Design, build, and optimize interactive Power BI dashboards and reports in MS Fabric.
- Leverage SQL for calculated columns, measures, and KPIs that align with business objectives.
- Apply UX/UI best practices for report layout and navigation.
- Implement role-level security to protect sensitive data in compliance with regulatory standards.
- Enable mobile-friendly and embedded partner-facing dashboards when required.
- Explore AI-driven dashboard features (e.g., Copilot in Power BI) for automated insights, trend detection, and natural language querying.
3. Data Modeling & Preparation
- Develop efficient star and snowflake schemas in Power BI or enterprise semantic layers.
- Collaborate with Data Engineers to align modeling with enterprise architecture.
- Ensure relationships, cardinality, and filter propagation follow best practices.
- Support ingestion testing and validation of pipelines, including AI-ready datasets for advanced analytics.
Key Tools & Skills
- Power BI Desktop & Service
- DAX & Power Query (M language)
- SQL for querying source systems
- Enterprise data platforms (Azure Fabric, Snowflake, etc.)
- Advanced Excel for supplemental analysis
- Visualization, storytelling, and executive communication
- Understanding of AI/ML concepts (predictive modeling, natural language querying, Copilot tools)
- Familiarity with data security and regulatory compliance (GLBA, SOC 2)
Required Qualifications:
Bachelor’s degree in Data Analytics, Computer Science, Information Systems, or related field preferred.
8+ years of experience in business intelligence, data analysis, or related role.
Proficiency in Power BI, DAX, Power Query (M language), and SQL.
Experience working with enterprise data platforms such as Azure Fabric and Snowflake.
Strong understanding of data modeling concepts and visualization best practices.
Ability to translate business needs into technical solutions.
Familiarity with data governance, privacy, and compliance in financial services.
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