Director- Business Intelligence

Role Overview

We are seeking a Senior Reporting Analyst / Business Intelligence Lead to own and drive enterprise reporting, analytics, and data insights across the organization. This is a senior, hands-on role requiring deep technical expertise across the Microsoft data and BI stack, strong business acumen, and the ability to operate with minimal hand-holding. The ideal candidate will act as a bridge between business leadership and technical teams, translating complex business questions into scalable, reliable data models and executive-ready insights.

Key Responsibilities

·       Serve as the primary owner of enterprise reporting and BI solutions, from data ingestion through executive dashboards.

·       Design, build, and maintain scalable Power BI / Microsoft Fabric semantic models using STAR schema best practices.

·       Partner closely with business stakeholders and C-level executives to define KPIs, metrics, and reporting requirements.

·       Lead and present weekly reporting and insights sessions with senior and executive leadership.

·       Ensure data accuracy, consistency, and trust across all reports and analytics outputs.

·       Proactively identify data quality issues, root causes, and remediation strategies.

·       Drive automation of reporting, alerts, and data refresh processes to reduce manual effort.

·       Collaborate with engineering, data, and application teams to align business logic with source system data structures.

·       Mentor junior analysts and establish BI standards, best practices, and documentation.

Technical Skills – Data & Backend

·       Advanced SQL: complex queries, views, stored procedures, and validation against source systems (RDN, Recovery Connect).

·       Azure Data Factory: build and manage copy pipelines from SQL sources to data warehouses / dedicated pools.

·       Incremental refresh, parameterized pipelines, and schema replication.

·       Data warehouse design: STAR schema, fact vs dimension tables, handling deleted records and SCDs.

Technical Skills – Reporting & Frontend

·       Power BI / Microsoft Fabric: Power Query, DAX, and M language expertise.

·       Semantic model design (1-to-many, 1-to-1, many-to-1 relationships).

·       Query folding and performance optimization best practices.

·       Paginated Report Builder (SSRS-style) for automated Excel and PDF reporting.

·       Power Automate integration for alerts and workflow-driven notifications.

Data Quality & Analytics

·       Ability to clean, normalize, and reconcile data across multiple systems.

·       Strong troubleshooting skills when business definitions and data do not align.

·       Translate business terminology into accurate technical mappings and calculations.

Communication & Leadership

·       Serve as a key liaison between business stakeholders and technical teams.

·       Comfortable working directly with C-level executives and senior leadership.

·       Ability to lead executive-level meetings and clearly communicate insights.

·       Self-starter mindset with minimal hand-holding.

Qualifications

·       7–10+ years of experience in BI, analytics, or enterprise reporting roles.

·       Preferred experience in financial services or regulated environments.

·       Strong experience across the Microsoft BI ecosystem.

Preferred Certifications

·       Microsoft PL-300 (Power BI Data Analyst)

·       Microsoft DP-600 (Fabric Analytics Engineer)

·       Microsoft DP-700 (Fabric Data Engineer)

What Success Looks Like

·       Executive leadership trusts and relies on BI dashboards for decisions.

·       Reporting is automated, accurate, and scalable.

·       BI functions as a strategic partner to the business.

Experience: 7–10+ years | Industry Preference: Financial Services / BFSI

Role Overview

We are seeking a Senior Reporting Analyst / Business Intelligence Lead to own and drive

enterprise reporting, analytics, and data insights across the organization. This is a senior,

hands-on role requiring deep technical expertise across the Microsoft data and BI stack,

strong business acumen, and the ability to operate with minimal hand-holding. The ideal

candidate will act as a bridge between business leadership and technical teams, translating

complex business questions into scalable, reliable data models and executive-ready insights.

Key Responsibilities

 Serve as the primary owner of enterprise reporting and BI solutions, from data

ingestion through executive dashboards.

 Design, build, and maintain scalable Power BI / Microsoft Fabric semantic models using

STAR schema best practices.

 Partner closely with business stakeholders and C-level executives to define KPIs,

metrics, and reporting requirements.

 Lead and present weekly reporting and insights sessions with senior and executive

leadership.

 Ensure data accuracy, consistency, and trust across all reports and analytics outputs.

 Proactively identify data quality issues, root causes, and remediation strategies.

 Drive automation of reporting, alerts, and data refresh processes to reduce manual

effort.

 Collaborate with engineering, data, and application teams to align business logic with

source system data structures.

 Mentor junior analysts and establish BI standards, best practices, and documentation.

Technical Skills – Data & Backend

 Advanced SQL: complex queries, views, stored procedures, and validation against

source systems (RDN, Recovery Connect).

 Azure Data Factory: build and manage copy pipelines from SQL sources to data

warehouses / dedicated pools.

 Incremental refresh, parameterized pipelines, and schema replication.

 Data warehouse design: STAR schema, fact vs dimension tables, handling deleted

records and SCDs.

Technical Skills – Reporting & Frontend

 Power BI / Microsoft Fabric: Power Query, DAX, and M language expertise.

 Semantic model design (1-to-many, 1-to-1, many-to-1 relationships).

 Query folding and performance optimization best practices.

 Paginated Report Builder (SSRS-style) for automated Excel and PDF reporting.

 Power Automate integration for alerts and workflow-driven notifications.

Data Quality & Analytics

 Ability to clean, normalize, and reconcile data across multiple systems.

 Strong troubleshooting skills when business definitions and data do not align.

 Translate business terminology into accurate technical mappings and calculations.

Communication & Leadership

 Serve as a key liaison between business stakeholders and technical teams.

 Comfortable working directly with C-level executives and senior leadership.

 Ability to lead executive-level meetings and clearly communicate insights.

 Self-starter mindset with minimal hand-holding.

Qualifications

 7–10+ years of experience in BI, analytics, or enterprise reporting roles.

 Preferred experience in financial services or regulated environments.

 Strong experience across the Microsoft BI ecosystem.

Preferred Certifications

 Microsoft PL-300 (Power BI Data Analyst)

 Microsoft DP-600 (Fabric Analytics Engineer)

 Microsoft DP-700 (Fabric Data Engineer)

What Success Looks Like

 Executive leadership trusts and relies on BI dashboards for decisions.

 Reporting is automated, accurate, and scalable.

 BI functions as a strategic partner to the business.

We are looking for a Lead – Information Systems who can combine strong Salesforce/CRM expertise, advanced Excel skills, MIS reporting and business analytics to support data-driven decision-making.

🔹 What We’re Looking For

• Minimum 4 years of hands-on experience with CRM systems, preferably Salesforce

• Minimum 3 years of practical Salesforce experience preferred

• Advanced proficiency in Microsoft Excel, including:

Advanced formulas, Pivot Tables, Power Query, Data analysis, Automation

• Strong experience in MIS reporting, data validation, analysis and presentation of insights

• Proven experience creating and maintaining dashboards, KPI reports and management reports

• Good technical aptitude with the ability to understand business processes and convert them into effective reporting solutions

• Basic to intermediate understanding of finance and business metrics, including revenue, costs, budgeting and financial reporting concepts

• Strong analytical and problem-solving skills

• Excellent stakeholder management and communication skills

• Ability to work independently and convert data into actionable business insights

🔹 Key Responsibilities

• Manage and analyze data from Salesforce/CRM and other business systems

• Develop and maintain MIS reports, dashboards and KPI trackers

• Ensure data accuracy, validation and consistency across reports

• Analyze business data and identify trends, gaps and opportunities

• Translate business requirements into meaningful reports and dashboards

• Work closely with business and functional stakeholders to understand reporting requirements

• Support management with timely and accurate business insights and performance reports

• Identify opportunities to improve reporting processes through Excel, Power Query and automation

• Support CRM-related reporting and process improvements

🎯 Ideal Candidate

Someone who is comfortable working at the intersection of CRM + MIS + Excel + Business Analytics, and can go beyond preparing reports to explain what the data means and what action the business should take.

Job Title: Senior Data Analyst

Location: Sharnam Metrolinks, Amraiwadi, Ahmedabad

Working Days: 6 Days a Week

Department: MDO

Reporting To: COO

Employment Type: Full-Time

Job Summary

We are seeking a highly analytical and detail-oriented Senior Data Analyst to lead data management, reporting, automation, and system development initiatives across the organization.

The role focuses on transforming raw data into meaningful insights, designing and implementing automated systems, strengthening data structures, and supporting cross-functional teams with accurate, actionable intelligence to drive strategic and operational business decisions.

Key Responsibilities

1. Data Management & Reporting

● Collect, clean, validate, and consolidate data from multiple internal and external sources.

● Prepare and deliver daily, weekly, and monthly MIS reports for management and departments.

● Design, develop, and maintain dashboards to track KPIs, performance metrics, and operational trends.

2. Database & Data Accuracy Management

● Manage and regularly update internal databases, spreadsheets, and reporting systems.

● Ensure data accuracy, consistency, integrity, and confidentiality across all platforms.

● Implement best practices for data validation, version control, and audit checks.

3. Data Analysis & Business Insights

● Analyze large and complex datasets to identify trends, patterns, gaps, and anomalies.

● Translate data findings into clear, actionable insights and recommendations to support

strategic and operational decision-making.

4. Reporting Automation, System Recommendation & Implementation

● Identify opportunities to replace manual or semi-manual processes with automated, data-driven systems.

● Design and implement automated reporting frameworks, dashboards, and data pipelines using Excel (Power Query, VBA, Macros), SQL, BI tools, and Python.

● Proactively suggest new automation tools, system enhancements, or integrations to

improve efficiency, accuracy, and scalability.

● Lead the end-to-end implementation of approved automation initiatives, including requirement gathering, system design, testing, deployment, and stabilization.

● Continuously monitor and optimize automated systems in line with business growth and evolving data needs.

5. Cross-Functional Coordination & Support

● Collaborate with Sales, HR, Finance, Operations, and other departments to understand

reporting and data requirements.

● Provide support for ad-hoc analysis, custom reports, and special data requests.

● Act as a data partner to department heads for decision support and performance tracking.

6. Documentation & Compliance

● Maintain complete and updated documentation for MIS processes, reports, data models,

automation logic, and system changes.

● Ensure compliance with company data governance policies and applicable data protection standards.

System Development & Data Structuring Responsibilities

● Study and understand departmental workflows to evaluate how data is generated, processed, and utilized.

● Review existing manual and digital data systems to identify operational gaps, risks, and

mprovement opportunities.

● Recommend structured data models, reporting formats, and storage solutions aligned with

business requirements.

● Coordinate with department heads to define data structures, access levels, and reporting

standards.

● Implement new or upgraded data systems (Excel-based models, cloud platforms, ERP

integrations) with minimal operational disruption.

● Design structured data formats and role-based access controls to ensure secure and

organized data management.

● Train employees on newly implemented systems and provide post-implementation

support.

● Monitor system performance, resolve issues, and continuously improve systems based on

user feedback and organizational growth.

Qualifications & Experience

● Bachelor’s degree in Commerce, Statistics, Computer Applications, or a related field.

● 3–5 years of experience in data analytics, reporting, or system automation roles.

● Strong analytical thinking, logical reasoning, and problem-solving abilities.

● High attention to detail with excellent organizational and documentation skills.

Technical Skills (Must Have)

● Advanced Excel: Power Query, Power Pivot, VBA basics, Macros, Charts

● BI Tools: Power BI or Tableau (DAX, data modeling, dashboard optimization)

● Google Apps Script: Automation in Google Sheets, custom functions, triggers, API integrations, workflow optimization

● Vlook

Preferred Skills

● Strong verbal and written communication skills

● Ability to handle sensitive and confidential information responsibly

● Quick learner with a tech-savvy, improvement-driven, and solution-oriented mindset

About the Role

We are looking for an experienced Power BI Architect to lead enterprise-wide BI initiatives. This role will be responsible for designing, implementing, and governing scalable Power BI solutions across the organization. The ideal candidate will play a key role in establishing best practices, driving adoption, and owning the overall BI architecture within the Center of Excellence (CoE).

Key Responsibilities

• Lead end-to-end implementation of Power BI solutions across the enterprise
• Design scalable, secure, and high-performance BI architecture
• Act as the Power BI Architect, providing technical leadership and direction
• Own and drive BI governance, standards, and best practices within the CoE
• Collaborate with business and technology teams to translate requirements into robust BI solutions
• Define data modeling strategies, reporting frameworks, and dashboard standards
• Ensure data accuracy, consistency, and performance optimization across reports
• Support and guide development teams in Power BI implementation
• Enable enterprise-wide adoption of Power BI through training, documentation, and mentorship
• Work closely with IT/technology teams to integrate Power BI with data platforms and enterprise systems

Required Skills & Qualifications

• 10+ years of experience in BI/Data Analytics, with strong focus on Power BI
• Proven experience in enterprise-wide Power BI implementation
• Strong expertise in:
• Power BI (Desktop, Service, Gateway, Dataflows)
• Data Modeling (Star Schema, Snowflake Schema)
• DAX, Power Query (M language)
• Experience in designing and implementing BI architecture at scale
• Strong understanding of data warehousing concepts and ETL processes
• Experience working within a Center of Excellence (CoE) model
• Excellent stakeholder management and communication skills

Preferred Skills

• Experience with Azure (Azure Synapse, Data Factory, Data Lake)
• Knowledge of DevOps practices for Power BI (CI/CD pipelines)
• Exposure to governance tools and security frameworks
• Certification in Power BI / Microsoft Data Platform

Business Intelligence Analyst - 2

Planview is the world leader in enterprise software planning for enterprise-wide deployment strategies, processes and resources. More than 4000 customers, among the world's largest and most respected companies, have successfully implemented Planview software to optimize their enterprise portfolio management, project, portfolio and resource management, business intelligence and expense tracking processes. We have had stable, organic growth for years and now need reinforcement.

Job Summary:

The Planview BI Team is seeking an experienced Business Intelligence Analyst – 2 to support, troubleshoot, optimize, and enhance business intelligence and reporting solutions built on Planview products.

This role focuses on advanced BI support across Power BI, Microsoft Fabric, SQL Server, SSAS, SSRS, OData, Dataflows, Data Pipelines, Data warehousing, and Data models. The BI Analyst – 2 will handle complex technical issues, perform advanced root-cause analysis and performance tuning, and work closely with customers and internal teams to deliver scalable BI solutions.

Key Responsibilities:

· Troubleshoot and resolve complex issues involving data accuracy, refresh failures, report behavior, connectivity, security, and performance across Power BI, SSRS, SSAS, SQL Server, OData, and Data warehousing layers.

· Perform advanced T-SQL development and performance tuning, including execution plans, indexing, query optimization, stored procedures, views, and complex queries.

· Support, develop, maintain, and optimize Power BI semantic models, DAX measures, Power Query, datasets, workspaces, gateways, refreshes, and Row-Level Security.

· Support and troubleshoot SSAS Tabular and Multidimensional models, including processing, calculations, relationships, security, and performance.

· Develop and troubleshoot advanced SSRS/paginated reports, including parameters, subreports, drill-through, expressions, pagination, subscriptions, and export formats.

· Support Microsoft Fabric solutions including Data Pipelines, Dataflows Gen2, Lakehouse/Warehouse, semantic models, and Power BI integration.

· Troubleshoot ETL/ELT processes, data pipelines, Dataflows, refresh failures, and data transformation issues across BI environments.

· Analyze and troubleshoot OData feeds, including filtering, pagination, refresh, connectivity, and large-volume data scenarios.

· Support Planview Automart, Datamart, and data warehouse implementations and ensure data consistency across source, warehouse, semantic, and reporting layers.

· Perform end-to-end root-cause analysis and performance optimization across the BI technology stack.

· Collaborate with customers, Product, Engineering, Hosting, and Support teams on complex technical issues and escalations.

· Provide technical guidance and mentoring to BI Analyst – 1 team members and contribute to BI best practices and documentation.

Required Skills & Qualifications:

·      5+ years of professional experience in Business Intelligence Development, BI Support, Data Analytics, or a related field.

·      Strong hands-on experience with Power BI, DAX, Power Query, and enterprise data modeling.

·      Advanced knowledge of SQL Server and T-SQL, including query optimization and performance tuning.

·      Strong experience with SSRS and enterprise reporting.

·      Experience with SSAS Tabular and/or Multidimensional models.

·      Experience with Microsoft Fabric, particularly Data Pipelines, Dataflows, Lakehouse/Warehouse, and Power BI.

·      Experience working with OData and enterprise data integration.

·      Strong understanding of Data Warehousing, Datamarts, Automart, ETL/ELT, and data modeling.

·      Experience troubleshooting Power BI Service, gateways, refreshes, security, and semantic models.

·      Strong analytical, troubleshooting, and root-cause analysis skills.

·      Proven ability to work directly with customers and communicate technical concepts to both technical and non-technical stakeholders.

·      Experience with tools such as DAX Studio, Tabular Editor, Performance Analyzer, Query Store, or SQL Profiler is an advantage.

• Relevant Microsoft certifications such as PL-300, DP-600, or DP-203 are an added advantage.