Finance Business Intelligence Engineer

Crisis Prevention InstituteMilwaukee, WI
4dHybrid

About The Position

The Finance Business Intelligence Engineer will work with stakeholders and product owners to understand business needs, document requirements, and build business intelligence solutions that generate valuable insights to drive business growth and optimize workflows. CPI is a high-integrity organization, and successful team members, including those in this key role, will admit mistakes, take corrective action quickly (fail fast), and be diligent in providing the best solutions while meeting deadlines. In addition, this role will establish and maintain data governance, modeling standards, and reporting workflows by applying business and technical requirements to curate, govern, and deliver trusted datasets and semantic models across Business Intelligence tools.

Requirements

  • Bachelor’s degree in information science, data science, information technology, information systems, mathematics, or relevant work experience
  • Three years or more of work experience in data analysis, data modeling, reporting writing/development, dashboard, and/or business intelligence toolsets
  • Experience working with data wrangling in Microsoft Excel
  • Experience with Business Intelligence tools such as PowerBI or Tableau
  • Experience working with Cloud Data platforms and concepts, including Azure and Snowflake
  • Experience writing complex SQL queries using aggregations and window functions
  • Experience in analyzing data from various sources and formats, and applying data insights
  • Knowledge of coding with DAX, Python, PowerShell, or equivalent scripting language
  • Knowledge of Scrum and Agile Framework
  • Strong attention to detail
  • Strong verbal and written communication
  • Accountable for work produced
  • Excellent analytical and problem-solving skills
  • Continuous learner
  • Ability to multitask, prioritize, and organize efficiently
  • Ability to work independently and be a member of a multi-function team
  • Well-developed interpersonal skills

Nice To Haves

  • Experience working with automating tasks using Power Automate
  • Experience working with Microsoft Fabric
  • Professional certifications such as SnowPro Core, Microsoft PL-300, etc
  • Knowledge of accounting principles and processes

Responsibilities

  • Collaborate with data engineering, technology, and finance stakeholders to improve data models that feed business intelligence tools, increase data accessibility, and foster data-driven decision making across the organization.
  • Build accurate and repeatable deliverables in reporting and visualization tools such as PowerBI, Tableau, or Excel, based on the business case.
  • Write complex queries and views using aggregations and window functions to prepare data for downstream reports.
  • Be creative in deliverable design approaches, options, and solutions, as well as create proofs-of-concept that align with project requirements.
  • Implement role-based access controls for specific data and reports, maintaining data security and integrity.
  • Conduct root-cause analysis on product performance, customer behavior, and market trends.
  • Analyze and troubleshoot data-related issues and assist in the resolution of data issues.
  • Create documentation for reports and update existing documentation for planned enhancement.
  • Promote work stream visibility by collaborating with team members.
  • Utilize repositories to track versioned report enhancements.
  • Perform other position-related duties as assigned.

Benefits

  • Annual company performance bonus
  • Comprehensive benefits package
  • 401k
  • PTO
  • Health & Wellness Days
  • Paid Volunteer Time Off
  • Continuing education and training
  • Hybrid work schedule
  • Paid Parental Leave
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