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