Power BI Project Manager/Business Analyst

Company: Softworld Inc
Location: Boston
Posted on: February 16, 2025

Job Description:

Job Title: Power BI Project Manager/Business Analyst

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Job Location: Boston, MA 02116 Full remote

Onsite Requirements:


5 plus years of Project Management/Business Analyst background
Proven background overseeing Power BI projects and knowledge of Power BI Report Builder and Power BI service functionalities
*Strong Prior Financial service experience a must have. Should have several years of recent experience. Focus should be on prior Private Equity or hedge funds clients.

Job Description:

Proactively own and manage the PowerBI/PowerApp platform.
Collaborate with a diverse group of business stakeholders to elicit, gather, and document business requirements and use cases for Power BI dashboards and reports.
Manage business needs and communicate requirements to a team of external PowerBI and PowerApp experts to help build and deploy finalized reports.
Efficiently manage all PowerBI development projects and timelines, including tracking meeting minutes, next steps, open items, and addressing risk/concerns.
Ensure reports are validated and aesthetically clean in design.
Develop testing plans to ensure testing is performed prior to business handoff and final user acceptance testing is signed off.
Provide governance (and guardrails) on PowerBI and PowerApp usage across the company.
Design a clean and organized PowerBI workspace setup with relevant roles and responsibilities.
Understand data sets and become an expert in company data sets across their systems.
Prepare documentation of process procedures and liaise between the business users (internal and external).
Work with IT to set up new PBI functionality, resolve issues, and handle security assignments.


Required Skills and Qualifications:

School and Prior Work Experience:

Bachelor's degree in a Business, Accounting, Finance, Information Systems, Computer Science, Statistics, or Mathematics.
Minimum 5 years of Business Analyst/Project Management experience within a Business Intelligence or Financial Reporting role.


Technical Skills:

Experience working with Power BI and Power BI Report Builder (paginated reports).
Knowledgeable in Power BI Service functionality including workspaces, apps, usage metrics, recurring refreshes, dataset access, and row-level security (RLS).
Experience working with finance data sets and knowledge of common financial data modeling is a plus.
Exposure to cloud technologies, preferably Microsoft Azure.
Experience working with project management and software development tools such as JIRA, Asana, Azure DevOps.
Proficient in Excel.
Strong Data Management experience, with a deep understanding of the role of data quality.


Core Competencies:

Strong analytical and product management skills required, including a thorough understanding of how to interpret stakeholder business needs and translate them into Financial Reporting requirements.
Excellent project management skills with the ability to manage competing and multiple priorities.
PMP certification is preferred (but not necessary).
Demonstrate high degree of critical and strategic thinking.
Ability to work through complex issues and challenges and present business stakeholders with clear options for remediation.
Financial Services experience required.
Strong financial acumen required.
Understanding of Private Markets business processes is a strong plus.
Ability to learn quickly and take initiative to learn independently.
Ability to work within a team as well as perform tasks independently.
Ability to work in a fast-paced environment, while building strong relationships across cross-functional teams.
Strong executive presence, a unifying force able to push initiatives through while distinguishing user requests from underlying true needs.
Excellent communication skills and EQ required.


Must Have:

5+ years of Project Management/Business Analyst background.
Proven background overseeing Power BI projects and knowledge of Power BI Report Builder and Power BI service functionalities.
Strong prior Financial Services experience is a must-have. Should have several years of recent experience, focusing on prior Private Equity or hedge fund clients.

** 3rd party and subcontract staffing agencies are not eligible for partnership in this position. 3rd party subcontractors need not apply. **

Keywords: Softworld Inc, Boston , Power BI Project Manager/Business Analyst, Executive , Boston, Massachusetts