Back
Mid-level BI role in metro with common skills and broad hiring pool increases candidate competition.
BI and reporting skills are broadly transferable, though financial services experience is a plus.
Explicit 5–8 years requirement plus mandatory SQL and Power BI skills raises shortlisting selectivity.
Login to See Your Match Score
Create a free account or log in to unlock your CV match score across:
Manage and deliver reporting, dashboards, and scorecards for advisor practices ensuring data accuracy and timely distribution.
Collaborate with business stakeholders to gather requirements and translate them into actionable insights and reporting solutions.
Support process improvements, automation, and evolving KPIs by maintaining reporting documentation and frameworks.
Bachelor's degree in Engineering (BE/BTech), Information Systems, Computer Science, or related field.
5-8 years of experience in Business Analysis, Reporting, and Analytics.
Advanced SQL and Microsoft Excel skills; experience with Power BI and reporting/visualization tools.
Familiarity with Salesforce CRM (end-user perspective) and ability to manage multiple priorities.
Experienced in developing interactive dashboards and reports using Power BI including DAX, Power Query, and data modeling.
Proficient in automating workflows using Power Apps and Power Automate to enhance operational efficiency.
Strong analytical background with ability to interpret complex data sets and provide data-driven recommendations to leadership.