Job Description
Job Description
This hands-on 8-month contract role will serve as a key bridge between raw data, business requirements, and executive-ready insights. The ideal candidate will work closely with Finance, IT, and department leaders to structure datasets, model KPIs, and deliver dynamic dashboards that inform decision-making at every level.
In addition, this role will support broader financial automation initiatives, including month-end close optimization, executive financial reporting, risk monitoring of bank transactions, and department-driven forecasting models—all leveraging the full Microsoft ecosystem.
Primary Duties and Responsibilities
This job description does not limit management’s ability to assign or adjust duties and responsibilities at any time.
- Integrate internal and external data sources using ETL into Microsoft Fabric OneLake.
- Collaborate with business stakeholders to define KPIs, metrics, and visualization requirements.
- Develop and maintain robust, scalable Power BI dashboards for finance, leadership, and department use.
- Deliver a full suite of executive-ready dashboards and forecasting models aligned to Finance and Operational KPIs, built from live Microsoft Fabric datasets.
- Model and clean data using Power Query, DAX, and dataflows within Power BI and Fabric.
- Validate and ensure data quality, timeliness, and accuracy across reports.
- Create workflows using Power Automate to support alerting (e.g., low balance, transaction mismatch, financial risk triggers).
- Streamline month-end close with Power BI dashboards for journal entry tracking, reconciliation progress, and secure portals for department-led transaction coding and variance explanation.
- Design and document standardized reporting templates for executive and board-level reporting.
- Enable dynamic scenario modeling and forecasting in Excel using live-connected Fabric datasets.
- Provide training and documentation for finance users and department leaders.
Position Qualifications:
- Bachelor’s degree in a related field.
- 3+ years of experience in financial reporting, data analyst, or business analyst role.
- Advanced proficiency in Power BI, including DAX, Power Query, and custom visuals.
- Experience with Microsoft Fabric, OneLake, and/or Azure Synapse/Data Lake solutions.
- Familiarity with SQL and integrating SQL Server databases into Fabric or Power BI.
- Strong knowledge of financial reporting principles, month-end close workflows, and FP&A concepts.
- Ability to connect and model data from multiple sources including SQL Server, ADP, QuickBooks Online (QBO), and flat files.
- Proficiency in Microsoft Excel, including Power Pivot and Power Query.
- Experience creating workflows in Power Automate.
- Strong written and verbal communication skills, especially in stakeholder collaboration.
- Ability to work independently and manage project timelines across departments.