#LI-CR2 #LI-Hybrid
ResponsibilitiesCBIZ is looking for a Power BI Developer to join our development team and support the firm’s Business Intelligence and Data Analytics reporting and dashboard initiatives. This role will also involve analyzing operational and financial information, creating Power BI visualizations/analytical models, and articulating operational results to help drive operational efficiency and effectiveness.
This is a hands-on role that requires proven experience developing Power BI reports/dashboards and writing SQL queries, including data modeling, DAX, and optimizing queries for performance. Additionally, the candidate will have a strong understanding of financial reporting, preferably in a professional services/accounting advisory environment.
Essential Functions and Primary Duties
Work with internal business stakeholders to generate reports and dashboards.
Demonstrates a positive, solutions-oriented attitude and proactively addresses stakeholder concerns, maintaining consistency and reliability in a dynamic, fast-paced environment with evolving priorities
Write and optimize SQL code to prepare, join, and validate data from multiple sources, ensuring accuracy and performance in reporting models.
Apply a strong understanding of modern data architectures such as Microsoft Fabric
Leverage Power BI and Alteryx to design dashboards and automate data workflows
Design and test solutions.
Conduct quantitative and/or qualitative research of information affecting financial and/or business processes.
Prepare and deliver descriptive, diagnostic, predictive, and prescriptive analytical insights as reports, ad-hoc queries, financial models, and Power BI dashboards for operational and management reporting at an enterprise scale.
Define KPIs/targets and monitor actions coming out of operational reviews to ensure continuous improvement in initiatives designed to drive firm profitability.
Apply data visualization, descriptive and summary statistical techniques for discovery and timely insights through Power BI and other business intelligence platforms.
Capable of communicating findings and trends based on dashboard data
Leverage internal and external data sources to gather relevant benchmarks for the CPA firm industry.
Preferred Qualifications
3-5 years of hands-on Power BI development experience
BS degree, Accounting, Finance or IT focus preferred.
Strong understanding of financial reporting, preferably in a professional services/accounting advisory environment.
Experience writing and troubleshooting DAX calculations
Proficiency in Power BI and data tools (SQL Server, SSIS).
Must possess analytical skills and be able to comprehend, manipulate, and interpret statistical data.
Ability to present to C-level team members.
Minimum Qualifications
- College Degree or equivalent required
- 1 year related experience
- Proficient use of applicable technology
- Ability to follow technical instructions and guidelines
- Ability to document daily activities and system functions
- Able to work in team environment
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization both internally and externally
- Ability to travel as required by business and on-call availability
Able to lift up to 50 lbs
About Us
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Skills Required
- Hands-on Power BI report and dashboard development
- Proven experience writing and optimizing SQL queries
- Experience with DAX calculations and troubleshooting
- Familiarity with Microsoft Fabric and modern data architectures
- Experience using Alteryx to automate data workflows
- Proficiency with SQL Server and SSIS
- Strong understanding of financial reporting, preferably in professional services/accounting
- Ability to design, test, and validate BI solutions and data models
- Ability to prepare descriptive, diagnostic, predictive, and prescriptive analytical insights
- Define KPIs and monitor operational improvement initiatives
- College degree or equivalent
- Minimum 1 year related experience (preferred 3-5 years Power BI experience)
- Strong verbal and written communication; ability to present to C-level
- Ability to travel as required and be available on-call
- Ability to follow technical instructions, document activities, and work in a team
- Analytical skills to interpret and manipulate statistical data
- Able to lift up to 50 lbs
What We Do
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.
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