Power BI / Data Analyst

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Power BI / Data Analyst

Northern Virginia Hybrid

Proficiency in Power BI, DAX, Power Query (M language), and SQL.

Position Summary

The Power BI / Data Analyst plays a critical role in driving data-informed decision-making across the organization by delivering trusted analytics, enabling self-service capabilities, and enhancing organizational reporting maturity. Operating within a financial and enterprise context, this role works in close alignment with the Lead IT Systems Administrator, Data Engineer, Security Analyst, Lines of Business (LOBs), and Compliance/Risk teams to ensure infrastructure readiness, data security, and business-driven insight delivery.

The ideal candidate combines technical expertise, business acumen, and emerging AI/ML literacy, ensuring that analytics solutions are accurate, secure, and actionable while contributing to SourceAmerica’s growing use of artificial intelligence for decision intelligence, customer insight, and risk oversight.

Core Responsibilities

• Data Analysis & Insights Generation
• Analyze structured and unstructured business data to uncover trends, patterns, and actionable insights.
• Provide ad hoc analysis and recommendations to support strategic initiatives.
• Translate complex data into clear, business-friendly narratives for decision-makers.
• Validate data integrity to ensure the accuracy and trustworthiness of insights.
• Apply statistical and advanced analytical methods to support business cases, risk oversight, and growth modeling.
• Power BI Reporting & Dashboard Development
• Design, build, and optimize interactive Power BI dashboards and reports in MS Fabric.
• Leverage SQL for calculated columns, measures, and KPIs that align with business objectives.
• Apply UX/UI best practices for report layout and navigation.
• Implement role-level security to protect sensitive data in compliance with regulatory standards.
• Enable mobile-friendly and embedded partner-facing dashboards when required.
• Explore AI-driven dashboard features (e.g., Copilot in Power BI) for automated insights, trend detection, and natural language querying.
• Data Modeling & Preparation
• Develop efficient star and snowflake schemas in Power BI or enterprise semantic layers.
• Collaborate with Data Engineers to align modeling with enterprise architecture.
• Ensure relationships, cardinality, and filter propagation follow best practices.
• Support ingestion testing and validation of pipelines, including AI-ready datasets for advanced analytics.
• Collaboration & Requirements Gathering
• Partner with business leaders to capture analytical needs, KPIs, and success criteria.
• Translate business questions into technical and data requirements.
• Coordinate with Data Engineers and IT to ensure pipelines are ready and secure.
• Lead working sessions and report walkthroughs for stakeholders.
• Communicate findings and recommendations clearly to executives, compliance teams, and partners.
• Self-Service Enablement & Governance
• Develop standardized datasets and reusable semantic models for business use.
• Maintain data dictionaries, report guides, and metadata documentation.
• Educate business users on Power BI usage, basic data literacy, and safe use of AI-powered tools.
• Support governance policies for consistent reporting and compliance.
• Foster a data and AI-driven culture by championing best practices in analytics adoption.
• Monitoring & Optimization
• Monitor performance, refresh schedules, and usage metrics of reports and datasets.
• Troubleshoot data refresh errors, inefficiencies, and user access issues.
• Track adoption and assess the value of analytics solutions.
• Data Quality & Validation
• Validate outputs against source systems to ensure accuracy.
• Partner with IT and Compliance/Risk to address anomalies or inconsistencies.
• Proactively flag integrity concerns and recommend remediation steps.
• Support data cleanup initiatives to reduce duplication and non-standard reporting.
• Documentation, Change Management & Audit Readiness
• Maintain documentation for each dashboard, KPI, and dataset.
• Track version history and changes to calculations, data sources, and logic.
• Support audits by documenting lineage, controls, and compliance evidence.
• Document use of AI-enabled features to ensure transparency, explainability, and regulatory alignment.

Key Tools & Skills

• Power BI Desktop & Service
• DAX & Power Query (M language)
• SQL for querying source systems
• Enterprise data platforms (Azure Fabric, Snowflake, etc.)
• Advanced Excel for supplemental analysis
• Visualization, storytelling, and executive communication
• Understanding of AI/ML concepts (predictive modeling, natural language querying, Copilot tools)
• Familiarity with data security and regulatory compliance (GLBA, SOC 2)

Required Qualifications:

Bachelor’s degree in Data Analytics, Computer Science, Information Systems, or related field preferred.

8+ years of experience in business intelligence, data analysis, or related role.

Proficiency in Power BI, DAX, Power Query (M language), and SQL.

Experience working with enterprise data platforms such as Azure Fabric and Snowflake.

Strong understanding of data modeling concepts and visualization best practices.

Ability to translate business needs into technical solutions.

Familiarity with data governance, privacy, and compliance in financial services.

Preferred Qualifications

Experience in a government-oriented institution or enterprise environment.

Knowledge of advanced analytics, AI, or machine learning concepts.

Experience with APIs and integrating BI solutions with other enterprise systems.

Background in change management and user adoption strategies.

Professional certifications in Power BI, SQL, or data analytics