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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in developing and optimizing enterprise reporting dashboards using Power BI and DAX, with a strong focus on financial management and business analytics. Capable of translating complex data into actionable insights while ensuring data integrity and collaborating effectively across teams.
Highest-signal resume keywords
Power BI Data ModelingDAX ProficiencyAdvanced Reporting ExperienceERP Systems IntegrationFinancial Analysis Expertise
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data VisualizationFinancial ReportingKPI TrackingData CleaningStatistical AnalysisAdvanced ExcelData Workflow TechnologiesScenario ModelingPerformance AnalysisProject Accounting Concepts
Soft Skills
Excellent CommunicationCollaboration SkillsAttention to DetailAnalytical AbilitiesTime Management
Tools & Technologies
Power BIERP SystemsDeltek VantagepointSSISData FactoryPower Query
Industry Keywords
AEC Industry ExperienceProject-Based OrganizationsBusiness AnalyticsFinancial ManagementPerformance Metrics
Tech Stack
Tools & technologiesERPSQLSSIS
About the role
Key responsibilities & impact- 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 ERP and related business systems
- 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 ERP and reporting systems
- Translate complex data findings into clear, concise insights for technical and non-technical audiences
- Partner 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
What you’ll need- 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
- Experience supporting financial reporting for professional services or project-based organizations
- Strong understanding of project accounting concepts (e.g., revenue, backlog, utilization, margin, WIP)
- Strong proficiency with data visualization tools (e.g., Power BI)
- Proven experience with Power BI data modeling and DAX
- Experience working with ERP systems (e.g., Deltek Vantagepoint)
- Advanced Excel skills, including pivot tables, advanced formulas, and Power Query
- Strong analytical and quantitative abilities, with the capacity to interpret and clearly communicate complex data
- High attention to detail and proven ability to manage multiple priorities in a fast-paced environment
- Excellent communication and collaboration skills
- Experience integrating ERP and large data sets into automated reporting workflows
- Familiarity with AEC project processes, reporting structures, and performance metrics
- Ability to develop and maintain data workflow technologies including SSIS, Data Factory (or equivalent)
- Knowledge of statistical analysis techniques or SQL is a plus
- AEC industry experience preferred
Benefits
Comp & perks- Health insurance, including an option with a Health Savings Account
- Dental insurance
- Vision insurance
- Flexible Spending Accounts (Healthcare, Dependent Care and Transit and Parking where applicable)
- Disability insurance
- Life Insurance and Accidental Death & Dismemberment
- 401(k) Plan
- Retirement Counseling
- Employee Assistance Program
- Paid Time Off
- Paid Holidays
- Back-Up Dependent Care
- Parental Leave
- Continuing Education Program
- Professional Licensure and Society Memberships
