Develop, maintain, and optimize enterprise reporting dashboards supporting project performance, financial management, and business development initiatives
Create standardized reporting packages and deliver ongoing monthly, quarterly, and annual performance reports
Design and maintain semantic models, relationships, measures, and calculated columns using DAX
Optimize Power BI models for performance, scalability, and reusability
Collaborate with technical staff on deployment pipelines, data refresh strategies, and lifecycle management
Extract, clean, validate, and analyze data from our ERP and related business systems to assess pipeline activity, win rates, sales cycle trends, and client behavior
Perform financial and operational performance analysis, including KPI tracking, revenue and margin variance analysis, backlog and WIP reporting, forecasting support, and project health assessments
Ensure data integrity by identifying inconsistencies, correcting gaps, and recommending process improvements across our ERP and reporting systems
Translate complex data findings into clear, concise insights for both technical and non‑technical audiences
Partner closely with business development, operations, finance, and support teams to understand reporting needs and deliver timely analysis
Support strategic planning through ad‑hoc analyses, scenario modeling, and client insights that inform leadership decisions
Requirements
Bachelor’s degree in Business Analytics, Data Science, Information Systems, or a related field
5+ years of experience in advanced reporting, business analytics, or financial analysis; AEC industry experience preferred
Experience supporting financial reporting for professional services or project-based organizations