Power BI Modeller
I am working with an exciting organisation that has experienced rapid growth in recent years, reaching c.£20m annual turnover and c.150 employees. As they continue to grow they are looking to optimise their reporting model, bring in more automation and strengthen financial systems. Role Purpose
- Design and build Power BI reports and dashboards to replace existing Excel-based reporting.
- Streamline and automate the monthly management accounts reporting process.
- Create user-friendly reporting outputs for non-finance budget holders.
- Develop a Power BI dashboard to automate and simplify:
- Accrual tracking for associate college delivery
- Payment calculations and validation
- Visibility for finance and regional teams
- Reduce manual data handling and improve accuracy and timeliness of payments.
- Work with data from:
- Microsoft Dynamics (core finance system)
- SAP Concur (expenses and purchase ledger)
- Help identify and resolve reporting gaps caused by system limitations or current workarounds.
- Support improvements to the purchase order and purchase ledger reporting processes.
- Work closely with the finance team to understand current pain points.
- Engage with regional and operational staff to ensure reporting meets real-world needs.
- Provide basic documentation and knowledge transfer for ongoing use of reports.
- Strong hands-on experience building Power BI reports and dashboards
- Solid working knowledge of Microsoft Dynamics (Finance) data structures
- Experience working with finance data (GL, accruals, purchase ledger, costs)
- Ability to work independently and deliver at pace in a growing organisation
- Strong problem-solving skills and comfort working with imperfect data/processes
- Experience integrating data from SAP Concur