Our client is seeking a highly skilled Finance BI Developer to design, build, and maintain business intelligence solutions that support finance and insurance processes, compliance, and strategic decision-making. The successful candidate will develop intuitive dashboards, robust data models, and insightful reports while collaborating closely with the Lead: Data, Insights & Reporting to promote best practices in data governance and visualization.
This role requires a blend of technical expertise, financial domain knowledge, and strong stakeholder engagement skills to deliver actionable business insights.
BI Solution Development
- Design and implement Power BI dashboards (or equivalent BI tools) that present financial metrics, KPIs, and analyses in an engaging, user-friendly manner.
- Collaborate with data engineering teams to define and optimize ETL pipelines, ensuring data accuracy and timely refreshes.
- Develop and maintain robust data models, including star and snowflake schemas, ensuring efficient querying and performance.
- Validate data across multiple data sources, including Data Lakes and relational databases, to maintain consistency and integrity.
- Implement best-practice visual design principles to deliver clear and meaningful dashboards for finance, actuarial, and executive stakeholders.
- Develop both ad hoc and standardized reports supporting finance cycles, regulatory reporting, and management decision-making.
- Work closely with finance teams to gather reporting requirements, clarify business needs, and provide guidance on available data.
- Provide user training and troubleshooting support while continuously enhancing report usability and performance.
- Monitor report performance and data refresh cycles, identifying opportunities for optimization.
- Improve dataset structures, queries, and calculations to deliver scalable, reliable reporting solutions.
- Participate in Agile ceremonies including stand-ups and retrospectives.
- Collaborate with the Lead: Data, Insights & Reporting to promote data governance, standardization, and analytics best practices across the organization.
RequirementsMinimum Qualifications & Experience
Education
- Bachelor's degree in Computer Science, Actuarial Science, Information Systems, Finance, or a related field.
- Minimum of three (3) years' hands-on experience in Business Intelligence development, data visualization, or reporting.
- Experience within Financial Services or Insurance analytics is preferred.
- Proficiency in Power BI (or similar BI tools such as Tableau or Qlik), including DAX, data modelling, and dashboard design.
- Experience building paginated reports (SSRS) is an added advantage.
- Strong SQL skills for querying and transforming data.
- Familiarity with data warehousing concepts.
- Experience with ETL tools and data pipelines such as SSIS or Azure Data Factory is advantageous.
- Experience with Microsoft AI tools, including Copilot and Foundry, will be an added advantage.
- Microsoft Certified: Power BI Data Analyst or similar BI certification.
- Knowledge of cloud-based data platforms such as Azure Synapse and Databricks.
- Familiarity with Python or R for data analytics.
- Experience working within Agile or Scrum environments
- Technical proficiency in BI tools, data modelling, and performance tuning.
- Strong attention to detail with a focus on data quality and accuracy.
- Excellent communication and collaboration skills.
- Innovative mindset with a commitment to continuous learning.
- Ownership and accountability throughout the BI solution lifecycle.
Skills Required
- Bachelor's degree in Computer Science, Actuarial Science, Information Systems, Finance, or related field
- Minimum of three (3) years' hands-on experience in Business Intelligence development, data visualization, or reporting
- Proficiency in Power BI (or similar BI tools such as Tableau or Qlik), including DAX, data modelling, and dashboard design
- Strong SQL skills for querying and transforming data
- Familiarity with data warehousing concepts
- Experience within Financial Services or Insurance analytics
- Experience building paginated reports (SSRS)
- Experience with ETL tools and data pipelines (SSIS or Azure Data Factory)
- Experience with Microsoft AI tools, including Copilot and Foundry
- Microsoft Certified: Power BI Data Analyst or similar BI certification
- Knowledge of cloud-based data platforms such as Azure Synapse and Databricks
- Familiarity with Python or R for data analytics
- Experience working within Agile or Scrum environments
What We Do
INVENT® is a next-generation data platform purpose-built for the wealth management and real estate sectors. The company focuses on digital transformation by delivering an AI-ready data and experience platform that transforms fragmented financial data into a comprehensive ecosystem. Through its flagship solution, INVENT IDEAS, it provides a sophisticated integrated data ecosystem designed to optimize operations and experiences for financial industry professionals.









