PowerBI Visualization Analyst

MID-WEST WHOLESALE HARDWARE INC

13d•Hybrid

About The Position

Banner Solutions is a premier national wholesale distributor specializing in commercial door hardware, access control systems, and security products (CSI Divisions 8, 10 & 28), representing 260+ manufacturers with a 98%+ same-day ship rate. We serve a diverse customer base, including Contract Hardware Dealers, Glass & Glazing Dealers, Building Material Suppliers, EAC Integrators, Locksmiths, Institutional End Users, e-tailers, and retailers nationwide. We are relentlessly focused on making our customers' jobs easier, driving continuous investment in technology, process improvement, and data-driven decision-making. We seek a Power BI Data & Visualization Analyst to architect our Power BI reporting ecosystem for our customer experience (CX) strategy, and Customer Success and Service operations. Reporting to the Director of CX Process Improvement, you will transform data from ERP, CRM and other applications into trusted dashboards, scorecards, and analytical models that help leadership differentiate customer experience, grow revenue, reduce customer friction, and allocate resources. High-impact individual contributor role with a clear path to Senior Analyst or Analytics Lead.

Requirements

3+ years hands-on Power BI development (production)
Advanced DAX: time intelligence, row/filter context
Power Query / M for complex ETL transformations
Star-schema data modeling; Power BI Service administration
Familiarity with AI-assisted dev tools (GitHub Copilot, MS Copilot); ability to critically evaluate AI-generated code and analytical output for accuracy
Proficient to advanced SQL (CTEs, window functions, optimization)
MS Fabric, Azure Data Lake, or equivalent cloud data lake
Python proficiency: pandas, NumPy, matplotlib/seaborn
Statistical reasoning: regression, segmentation, cohort, A/B
Bachelor’s in Statistics, Math, CS, IS, Economics, or related
PL-300 cert strongly preferred or actively in progress
Excellent communication and executive presentation skills
Proven ability to manage concurrent projects in fast-paced environment

Nice To Haves

Wholesale distribution, building products, or B2B experience
Epicor P21 ERP data structures and reporting
Salesforce CRM integration (SFDC data model, Connector, API)
MS Copilot for Power BI, Azure OpenAI, or AI Builder experience
Quoting, order management, or returns/RMA analytics
CRM-to-ERP data flows: quote-to-order and order-to-cash
Genesys Cloud contact center data analytics or experience with equivalent applications
AI automation platform data integration
Predictive / ML modeling (scikit-learn, statsmodels)
DAX Studio, Tabular Editor, or ALM Toolkit, RLS
Git version control for BI and analytics code assets
Responsible AI principles: bias detection, explainability, human-in-the-loop validation

Responsibilities

Design and maintain production-grade Power BI reports and dashboards as the single source of truth for sales, CX, Customer Success, and Customer Service.
Govern the Power BI semantic model in MS Fabric SCM: row-level security, incremental refresh, deployment pipelines, and metric consistency organization-wide.
Author advanced DAX measures (time intelligence, semi-additive, filter context) and Power Query (M) scripts connecting P21, Salesforce, Genesys, Akeneo, MS Fabric.
Partner with CX management to audit, rationalize, and maintain all existing operational dashboards; establish a prioritized roadmap for new analytics capabilities.
Build a CX analytics framework measuring key moments of truth: quote response time, order accuracy, on-time delivery, return rates, contact center resolution, and NPS or other measured sentiment outcomes.
Segment Banner’s customer base to identify behavioral patterns, share-of-wallet expansion opportunities, and churn risk by segment, product category, DC, and territory.
Develop internal dashboards for key CX metrics spanning the full order-to-cash business process.
Integrate Genesys contact center data with P21 transactional history to quantify service failure costs and surface root-cause process improvement opportunities.
Build descriptive and diagnostic dashboards for quote pipeline health: conversion rates, quote aging, response time, and accuracy by rep, segment, and product category (P21 & Salesforce).
Analyze order entry performance metrics — cycle time, first-time-right rates, and error rates by type — to identify process improvement opportunities in partnership with Customer Success management.
Develop predictive models to score quote-to-order conversion likelihood, forecast order volume by segment and territory, and surface high-probability opportunities for proactive customer outreach.
Create 360° customer-facing and internal views of each account’s transactional and strategic experience with Banner, combining quote, order, and contact history.
Design and maintain descriptive analytics for returns and replacement workflows: return rate by SKU, product category, customer segment, and reason code; replacement cycle time; and total cost-of-returns tracking.
Apply diagnostic analytics to identify root causes of return and replacement volume spikes; correlate service failure patterns with customer churn risk and prioritize remediation with Customer Service management.
Develop predictive return-risk scoring models that generate early-warning signals and trigger proactive outreach before customers escalate, reducing replacement costs and protecting customer relationships.
Measure and trend the impact of service recovery actions on downstream customer retention, repeat purchase behavior, and NPS to quantify the ROI of service improvement initiatives.
Leverage Microsoft Copilot for Power BI — including natural language Q&A, AI-generated report summaries, and anomaly detection — to extend self-service analytics.
Use AI-assisted development tools (GitHub Copilot, Azure OpenAI, or equivalent) to accelerate DAX, SQL, and Python development; critically evaluate all AI-generated code and analytical output for accuracy and governance compliance.
Ingest, model, and visualize structured outputs from Banner’s quote and order automation platform, turning exception logs and automation performance data into operational dashboards that measure ROI and surface friction points.
Apply prompt engineering techniques to direct AI tools in generating draft analyses, summarizing large datasets, and producing narrative interpretations of dashboard findings.
Serve as a critical reviewer of AI-generated analytical outputs — validating model results, identifying data quality artifacts, and ensuring all AI-assisted insights meet Banner’s accuracy and governance standards before reaching decision-makers.
Stay current on responsible AI principles — bias detection, model explainability, and human-in-the-loop validation — as they apply to customer-facing scoring models such as churn risk, return risk, and quote conversion.
Write and optimize complex SQL queries against MS Fabric and P21; build reusable parameterized views and stored procedures for scheduled and ad hoc reporting needs.
Automate recurring data pipelines in Fabric SCM; proactively identify data quality issues and partner with IT and source system owners to remediate.
Use Python (pandas, NumPy, scikit-learn) for analytics beyond BI tooling: predictive modeling, churn forecasting, return-risk scoring, trending, and demand pattern analysis.
Support new data source onboarding including AI/ML streams from Banner’s quote and order automation initiative.
Translate complex findings into compelling executive narratives; deliver performance reviews and data-backed recommendations to leadership across Sales, Ops, Marketing, Finance, Service, and General Management.
Champion data literacy: train end users on self-service Power BI, document metric definitions, and maintain a governed metrics catalog across all business functions.