We are looking for an experienced **Microsoft Power BI Developer / Business Intelligence Analyst** to work with our Operations Manager on developing internal financial and operational dashboards for several related U.S.-based businesses.
This is not simply a role where you will be given a completed specification and asked to build a dashboard. We are looking for someone who is comfortable working with **business requirements that may initially be incomplete or ambiguous**.
You will work directly with our Operations Manager to understand the business questions we are trying to answer, evaluate the available data, help define requirements, and develop an initial **Minimum Viable Product (MVP)**. From there, we will review the dashboard together and refine it iteratively.
### Initial Projects
Some of the dashboards we expect to develop include:
• **Accounts Receivable Dashboard** – AR balances, aging, collections, trends, and accounts requiring attention across multiple companies.
• **Financial / Executive Dashboard** – revenue, expenses, gross profit, margins, cash position, cash flow, AR/AP, and other key financial metrics.
• **Inventory Dashboard** – current inventory value, inventory categories, aging/turnover, purchases, sales, and gross margin analysis for a flooring/materials business.
• **Project / Job Dashboard** – active projects, project status, job value, estimated vs. actual costs, gross margin, aging, and jobs requiring management attention.
• **Executive Scorecard** – a consolidated view of the most important financial and operational KPIs across the businesses.
Our data currently resides in systems including **QuickBooks Enterprise, project/job management systems, Microsoft Excel, Microsoft 365, and other business applications**. Part of the work will involve determining the best method for bringing this information into Power BI and establishing reliable refresh processes.
### What We're Looking For
The ideal candidate will have strong experience with:
• Microsoft Power BI Desktop and Power BI Service
• DAX
• Power Query / M
• Data modeling and relationships
• Financial and operational reporting
• KPI and executive dashboard design
• Data transformation and cleansing
• Excel and Microsoft 365 data sources
• Combining information from multiple data sources
• Validating and reconciling dashboard results against source data
• *Experience working with accounting and financial data is strongly preferred.** Experience with QuickBooks data is a plus.
Just as important as technical ability, we need someone who can **think like an analyst**. You should be comfortable asking questions such as:
• What business question are we trying to answer?
• How should this KPI actually be calculated?
• Is the available data reliable enough to support it?
• Is there a better way to present this information?
• What should we include in the MVP versus a later version?
We value someone who will make recommendations and challenge assumptions when appropriate rather than simply building exactly what is requested.
### Working Relationship & Schedule
You will work primarily with our **Operations Manager, who will serve as the project/business lead** and provide access to business knowledge, systems, and stakeholders as needed.
We anticipate starting with one or two dashboards and expanding the engagement if the working relationship and results are successful.
We are a U.S.-based organization operating on **Eastern Time (ET)**. We have existing operations and team members in the Philippines and are very comfortable working with Philippines-based professionals.
• *Preference will be given to candidates who can work Monday through Friday, 8:30 AM–5:30 PM U.S. Eastern Time**, although candidates with substantial overlap with these hours may also be considered.
When applying, please briefly describe:
1. Your Power BI experience and the types of dashboards you have developed.
2. Your experience working with financial/accounting or operational data.
3. An example of a project where the initial requirements were unclear and you helped the business stakeholder determine what should be built.
4. Your experience with QuickBooks or similar accounting systems, if applicable.
5. Your normal working hours and availability relative to U.S. Eastern Time.
6. Whether you are looking for an ongoing engagement if the initial projects are successful.
Examples or screenshots of Power BI dashboards you have personally developed would be helpful, provided they do not contain confidential client information.