Power BI Finance Lead

PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry.

Job Summary:
We are seeking a talented and detail-oriented Senior Analyst & Power BI Finance Lead, who will be primarily responsible for oversight and management of financial reporting as well as creating, maintaining, and optimizing interactive Power BI finance dashboards. The ideal candidate will have a strong background in data analysis, excellent technical skills, and the ability to communicate data-driven insights effectively.

Duties and Responsibilities:

• Prepare monthly management reporting - analyzing financial results, understanding key trends, assessing current and future business risk, and communicating/presenting key messages to senior management.
• Facilitate company planning processes for all corporate short and long-term budgets and forecasts.
• Support company M&A activity with timely review of diligence work-papers, calculation of pro forma adjustments and monitoring of earnout calculations.
• Collaborate across the organization to drive process and systematic improvements that will drive increased productivity and accuracy.
• Contribute to the creation of a detailed operating plan and long-term corporate financial model; track ongoing changes to the business in the rolling forecast.
• Integrate data from various sources (e.g., databases, spreadsheets, cloud services) into Power BI, ensuring data accuracy, consistency, and reliability.
• Collaborate with finance teams and other stakeholders to understand their needs and translate them into technical requirements, specifications and reporting solutions optimized with Power BI.
• Conduct data analysis to identify trends, patterns, and key insights that can support business decision-making and strategy.
• Develop and maintain documentation for Power BI solutions and provide training to end-users on how to use and interpret the dashboards and reports.
• Monitor the effectiveness of Power BI solutions and continuously seek opportunities to improve accuracy, efficiency, and usability.
• Work closely with IT, data engineering, and other relevant teams to ensure seamless integration and data flow across systems.

Qualifications:

• Bachelor’s degree in Computer Science, Information Systems, Finance, Data Science, or a related field.
• 3 - 5 years of progressive experience in FP&A roles.
• Analytical, accurate, detail-oriented, and a self-starter able to meet deadlines and work successfully in a fast-paced environment.
• Excellent financial modeling and analysis skills.
• Advanced Excel and PowerPoint skills are required.
• Experience with Financial and Reporting systems such as NetSuite and Adaptive preferred.
• Proficiency in Power BI, including data modeling, DAX, Power Query, and report development.
• Strong SQL skills for querying and managing data.
• Familiarity with other BI tools (e.g., Tableau, Qlik) is an advantage but not required.
• Excellent written and verbal communication skills, with the ability to explain technical concepts to non-technical stakeholders clearly and concisely.
• Ability to work collaboratively in a team environment and manage multiple tasks and projects simultaneously.
• Insurance Industry experience preferred but not required.

Compensation: Competitive and commensurate with experience.

Schedule: Full-time.

• Medical
• Vision
• Life Insurance
• Paid Time Off
• 401K

PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.