





Mid-level BI role in metro with generalist title and common Power BI/SQL skills increases candidate competition.
Core BI, SQL and Power BI skills transfer across industries, though financial services experience is preferred.
Explicit 5–8 year requirement plus mandatory SQL, Power BI, and Power Platform skills tightens shortlisting.
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Manage and deliver regular and ad hoc reporting, dashboards, and scorecards to support advisor practices and leadership decision-making.
Validate, clean, reconcile, and maintain data integrity from various sources including CRM and pipeline systems.
Collaborate with leadership to enhance KPIs, automate reporting processes, and improve data-driven business insights.
Bachelor's degree in Engineering, Information Systems, Computer Science, or related field.
5-8 years experience in Business Analysis, Reporting, and Analytics.
Advanced skills in SQL, Microsoft Excel, Power BI (including DAX and Power Query), PowerPoint; working knowledge of Salesforce CRM from an end-user perspective.
Willingness to work in-office at least 3 days per week; full-time role with timings from 8:00 PM to 4:30 AM IST.
Experienced in translating business requirements into scalable reporting and analytical solutions with proficiency in Power Platform (Power BI, Power Apps, Power Automate).
Strong data validation, problem-solving, and stakeholder management skills suited for financial services/insurance domain.
Comfortable working in a hybrid in-office collaboration environment and managing multiple priorities to deliver accurate and insightful business reporting.