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.
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Integrate internal and external data sources using ETL into Microsoft Fabric OneLake.
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Collaborate with business stakeholders to define KPIs, metrics, and visualization requirements.
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Develop and maintain robust, scalable Power BI dashboards for finance, leadership, and department use.
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Deliver a full suite of executive-ready dashboards and forecasting models aligned to Finance and Operational KPIs, built from live Microsoft Fabric datasets.
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Model and clean data using Power Query, DAX, and dataflows within Power BI and Fabric.
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Validate and ensure data quality, timeliness, and accuracy across reports.
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Create workflows using Power Automate to support alerting (e.g., low balance, transaction mismatch, financial risk triggers).
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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.
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Design and document standardized reporting templates for executive and board-level reporting.
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Enable dynamic scenario modeling and forecasting in Excel using live-connected Fabric datasets.
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Provide training and documentation for finance users and department leaders.
Position Qualifications:
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Bachelor’s degree in a related field.
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3+ years of experience in financial reporting, data analyst, or business analyst role.
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Advanced proficiency in Power BI, including DAX, Power Query, and custom visuals.
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Experience with Microsoft Fabric, OneLake, and/or Azure Synapse/Data Lake solutions.
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Familiarity with SQL and integrating SQL Server databases into Fabric or Power BI.
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Strong knowledge of financial reporting principles, month-end close workflows, and FP&A concepts.
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Ability to connect and model data from multiple sources including SQL Server, ADP, QuickBooks Online (QBO), and flat files.
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Proficiency in Microsoft Excel, including Power Pivot and Power Query.
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Experience creating workflows in Power Automate.
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Strong written and verbal communication skills, especially in stakeholder collaboration.
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Ability to work independently and manage project timelines across departments.
