Power BI consultant
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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