Power BI consultant

Role: PowerBI Consultant

The Client:

A boutique professional services firm that help companies within the Private Equity and Investment Banking. They specialise in Financial Modelling, Performance Dashboards, Ai & Automation and FP&A as a service.

The Project:

One of the firm's clients is looking for a PowerBI Consultant Power BI to support a BI dashboarding requirement across their organisation.

This project will start with a defined dashboard build but is expected to expand into a broader suite of dashboards covering the whole business. This initial dashboard should cover financial data themes such as:

- New customer signups (by category)

- Customer attrition

- Revenue vs Forecast/Budget

- Sales pipeline and commercial performance

Responsibilities

• To deliver clean, well-structured and documented outputs.
• Build high quality slide decks, briefing materials, simple models and written outputs personally, to tight timelines.
• Act as the primary point of contact for the client, representing the firm’s work with confidence, credibility and gravitas.
• Maintain trust with the client team by anticipating needs, providing thoughtful challenge and delivering reliably on commitments.
• Serve as the visible “face” of the engagement when the founders are not present, protecting and enhancing the firm’s reputation.
• Move fluidly between high level direction setting and detailed execution, depending on what the situation requires.
• Take full ownership of tasks end to end, thriving without layers of support or large project teams.
• Adapt quickly as priorities, stakeholders or external conditions shift, while preserving overall programme coherence.
• Collaborate closely with two senior founders who are actively involved in delivery, bringing maturity, discretion and constructive challenge.

Experience

• Minimum 5+ years’ experience in consulting.
• Proven track record of working directly with Financial Data.
• Proven track record of in-depth Power BI expertise.
• Comfortable working with Microsoft Fabric and semantic models
• Able to work interdependently with minimal oversight.

Skills and capabilities

• Strong exposure to CFO-facing dashboards and financial/commercial data.
• Excellent written communication skills, including the ability to produce concise briefs, compelling decks and clear narratives.
• Confident verbal communicator, comfortable engaging senior officials and executives in high stakes settings.
• Highly organised and reliable, with strong programme management discipline and attention to detail.

Details

• Day rate: LTD
• Duration: 4 Weeks
• Location: London
• Start date: ASAP