Power BI Lead

Bottom line: The Power BI Lead is the technical and architectural authority for all BI reporting across MCP/LOS. This person sets the standard - owns the semantic layer, governs the data model, mentors the analyst, and manages intake - while remaining hands-on building the most complex reports and dashboards. The role requires equal parts technical depth, design discipline, and stakeholder credibility across operations, IT/Engineering, and executive leadership.

CORE RESPONSIBILITIES

ARCHITECTURE & DATA MODEL

• Design and own the Power BI semantic layer (datasets, shared models, calculated measures)
• Define the strategy for sourcing data from both MCP/LOS directly and the data warehouse/mart
• Establish medallion or equivalent layering conventions for data freshness and reliability
• Govern gateway configuration, scheduled refresh, and performance optimization

GOVERNANCE & STANDARDS

• Define and enforce naming conventions, measure libraries, and report templates
• Own workspace organization, access control, and row-level security (RLS) patterns
• Establish version control and deployment pipeline practices (e.g., PBIP/Git)
• Maintain documentation standards for datasets, measures, and data lineage

HANDS-ON DEVELOPMENT

• Build and own the most complex reports - executive dashboards, KPI scorecards, regulatory outputs
• Write advanced DAX for complex time intelligence, ratios, and dynamic filtering
• Design Power Query/M transformations from both MCP DB and warehouse sources
• Review and approve analyst-produced reports before publishing to business stakeholders

TEAM & INTAKE

• Manage and prioritize the BI request intake queue across all stakeholder groups
• Assign, scope, and review analyst work; provide technical mentorship
• Represent BI capability in cross-functional planning and project discussions
• Partner with IT/Engineering on data model changes that affect reporting

REQUIRED SKILLS

Technical

• Advanced Power BI Desktop - complex data models, composite models, DirectQuery
• Advanced DAX - time intelligence, iterators, context transition, dynamic measures
• Power Query / M - multi-source transformation, parameterization, error handling
• SQL proficiency - query optimization, joins, aggregations against relational DBs
• Familiarity with data warehouse concepts - star schema, slowly changing dimensions
• Power BI Service administration - workspaces, deployment pipelines, RLS, gateway
• Version control fundamentals (Git or equivalent)
  

Functional & Leadership

• Proven ability to define BI standards and enforce adoption across a team
• Experience designing executive-facing dashboards with clear KPI storytelling
• Mortgage/lending industry familiarity - pipeline metrics, pull-through, cycle time, regulatory reporting
• Ability to translate ambiguous business asks into structured analytical requirements
• Player/coach orientation - willing to stay hands-on while providing oversight
• Comfortable presenting to and defending design decisions with executive stakeholders

COMMUNICATION REQUIREMENTS BY STAKEHOLDER

Executive / Leadership

KPI dashboards, strategic reporting, intake prioritization discussions

• Present data clearly with business context - not just numbers, but meaning
• Manage expectations on what is and isn't measurable given data availability
• Defend design and methodology decisions concisely and with confidence

Internal Business / Operations

Requirements gathering, report delivery, training, issue resolution

• Translate user requests into structured data requirements without jargon
• Manage intake prioritization transparently - explain trade-offs clearly
• Deliver reports that are self-service where feasible, reducing dependency

IT / Engineering

Data model changes, source system access, warehouse/mart design collaboration

• Engage technically - able to discuss schema design, query performance, and data pipeline impacts
• Provide clear reporting requirements upstream so data is structured correctly at the source
• Flag reporting blockers caused by data quality or model gaps with specificity

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