About Cornerstone Advisors
Cornerstone Advisors is a nationally recognized management and technology consulting firm serving banks, credit unions, and financial services organizations across the United States. For more than two decades, we have partnered with executive leadership teams to solve complex business challenges, optimize operations, and deliver innovative strategies that drive measurable results. Our culture is built on collaboration, integrity, innovation, and a commitment to helping both our clients and our employees succeed.
About the Role
The Senior Power BI Developer and Data Analyst serves as Cornerstone Advisors' lead Business Intelligence professional, responsible for designing, developing, and maintaining enterprise Business Intelligence solutions that transform complex data into actionable insights supporting strategic decision-making across the organization.
This role partners closely with executive leadership, consulting teams, and business stakeholders to understand organizational objectives and translate complex business challenges into scalable analytical solutions. Leveraging expertise in Microsoft Power BI, SQL Server, Azure data technologies, cloud analytics, and modern Business Intelligence practices, the Senior Power BI Developer and Data Analyst delivers secure, scalable, and high-performing reporting solutions that improve operational performance, enhance client delivery, and support organizational growth.
As the organization's Business Intelligence subject matter expert, this position establishes enterprise reporting standards, promotes data governance best practices, advances analytics capabilities, and provides technical leadership for Microsoft's modern analytics platform to ensure enterprise data is trusted, accessible, and actionable.
ESSENTIAL FUNCTIONS
Key Responsibilities
- Lead the design, development, deployment, and continuous enhancement of enterprise Business Intelligence solutions utilizing Microsoft Power BI.
- Design and maintain scalable semantic models, dimensional data models, and enterprise datasets that support consistent reporting and self-service analytics.
- Develop, maintain, and optimize ETL/ELT pipelines, SQL databases, and Azure-based data integration solutions supporting enterprise reporting and analytics.
- Build executive dashboards, operational scorecards, KPI reporting, and self-service reporting capabilities that enable informed business decisions.
- Analyze large and complex datasets to identify trends, operational efficiencies, customer insights, business opportunities, and performance improvement initiatives.
- Develop advanced analytical models using forecasting, trend analysis, customer segmentation, regression analysis, and predictive analytics techniques to support strategic planning.
- Partner with executive leadership, consultants, and business stakeholders to define reporting requirements, establish key performance indicators (KPIs), and translate business objectives into scalable Business Intelligence solutions.
- Develop and optimize complex T-SQL queries, stored procedures, DAX measures, calculated columns, Power Query transformations, and reusable reporting components.
- Administer and optimize the Microsoft Power BI Service environment, including workspace governance, semantic models, deployment pipelines, gateway management, security administration, and report lifecycle management.
- Establish and maintain enterprise reporting standards, data governance policies, Row-Level Security (RLS), documentation, metadata, and quality assurance processes that ensure data accuracy, consistency, and compliance.
- Support reporting, analytics, and integrations involving Microsoft Dynamics 365 and other enterprise applications.
- Identify opportunities to automate manual reporting processes and modernize Business Intelligence capabilities through scalable technologies and best practices.
- Evaluate emerging Microsoft technologies—including Microsoft Fabric, OneLake, AI-assisted analytics, Microsoft Copilot, and cloud data platforms—and recommend practical solutions that enhance organizational effectiveness.
- Provide technical leadership, mentoring, and subject matter expertise to analysts, developers, consultants, and project teams while promoting Business Intelligence best practices throughout the organization
KNOWLEDGE AND SKILLS
- Expert knowledge of Microsoft Power BI architecture, semantic modeling, DAX optimization, Power Query, and enterprise reporting best practices.
- Advanced understanding of relational databases, dimensional modeling, data warehousing, and enterprise data architecture.
- Strong knowledge of Microsoft Azure data services and cloud analytics platforms.
- Working knowledge of Microsoft Fabric, OneLake, and Microsoft's modern analytics ecosystem.
- Advanced understanding of statistical analysis, predictive analytics, forecasting methodologies, and business performance measurement.
- Knowledge of enterprise data governance, information security, metadata management, and Business Intelligence lifecycle management.
- Understanding of Agile development methodologies, DevOps practices, and the Software Development Lifecycle (SDLC).
- Exceptional ability to communicate complex analytical concepts effectively to executive leadership, consultants, clients, and non-technical stakeholders.
REQUIRED SKILLS & ESSENTIAL QUALITIES
Technical Skills
Required
- Microsoft Power BI (advanced dashboard development, semantic modeling, DAX, Power Query, Row-Level Security)
- Power BI Service Administration
- Microsoft SQL Server
- Advanced T-SQL
- Azure Data Factory
- Azure SQL
- Enterprise Data Modeling
- Data Warehouse Design
- ETL/ELT Development
- Statistical Analysis
- Predictive Analytics
- Performance Optimization
- Data Visualization Best Practices
- Advanced Microsoft Excel
Preferred
- Microsoft Fabric
- OneLake
- Azure Databricks
- Microsoft Dynamics 365
- Python
- R
- Git
- Azure DevOps
- Tableau
- Looker
- Microsoft Copilot and AI-assisted analytics
EDUCATION & EXPERIENCE
Minimum Qualifications
- Bachelor's degree in Computer Science, Information Systems, Data Science, Business Analytics, Statistics, Mathematics, or a related discipline.
- Minimum of 5 years of progressively responsible experience in Business Intelligence, Data Engineering, Analytics, or related technical roles.
- Minimum of 3 years designing and developing enterprise Power BI solutions.
- Demonstrated experience designing enterprise semantic models, data warehouses, and scalable reporting environments.
- Advanced experience developing optimized T-SQL queries, stored procedures, and database objects.
- Experience developing cloud-based data integration solutions utilizing Microsoft Azure technologies.
- Advanced Microsoft Excel proficiency.
Preferred Certifications
- Microsoft Certified: Power BI Data Analyst Associate
- Microsoft Certified: Azure Data Engineer Associate
- Microsoft Certified: Fabric Analytics Engineer Associate
- Microsoft Azure Fundamentals
- Certified Analytics Professional (CAP)
Preferred Qualifications
- Master's degree in Computer Science, Data Science, Business Analytics, Information Systems, or a related discipline.
- Experience within financial services, community banking, fintech, or management consulting.
- Experience implementing enterprise reporting governance and self-service Business Intelligence programs.
- Experience leveraging Artificial Intelligence capabilities within Business Intelligence platforms.
- Experience serving as a technical lead or subject matter expert on enterprise analytics initiatives.
SUPERVISORY RESPONSIBILITY AND AUTONOMY
Supervisory Responsibility
- No direct supervisory responsibilities.
- Serves as a technical leader and mentor by providing guidance, knowledge sharing, and Business Intelligence expertise to analysts, developers, consultants, and project teams.
Autonomy
- Operates with a high degree of independence and professional judgment.
- Responsible for recommending Business Intelligence architecture, establishing reporting standards, prioritizing technical initiatives, and delivering enterprise analytics solutions with minimal supervision.
Other Duties
This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
EEO STATEMENT
Cornerstone Advisors provides equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state, or local law.
Skills Required
- Microsoft Power BI (advanced dashboard development, semantic modeling, DAX, Power Query, Row-Level Security)
- Power BI Service Administration (workspace governance, deployment pipelines, gateway management)
- Microsoft SQL Server
- Advanced T-SQL (optimized queries, stored procedures)
- Azure Data Factory
- Azure SQL
- Enterprise data modeling and semantic modeling
- Data warehouse design and ETL/ELT development
- Statistical analysis, forecasting, and predictive analytics
- Performance optimization for reports and queries
- Advanced Microsoft Excel
- Bachelor's degree in CS, Information Systems, Data Science, Analytics, Statistics, Mathematics, or related
- Minimum 5 years experience in BI, data engineering, analytics or related roles
- Minimum 3 years designing and developing enterprise Power BI solutions
- Experience developing cloud-based data integration solutions using Microsoft Azure technologies
- Microsoft Fabric
- OneLake
- Azure Databricks
- Microsoft Dynamics 365
- Python
- R
- Git
- Azure DevOps
- Tableau or Looker experience
- Microsoft Copilot and AI-assisted analytics
- Preferred certifications (Power BI Data Analyst Associate, Azure Data Engineer Associate, Fabric Analytics Engineer Associate, Azure Fundamentals, CAP)
- Master's degree in related field
- Experience in financial services, community banking, fintech, or management consulting
- Experience implementing enterprise reporting governance and self-service BI programs
What We Do
The Cornerstone Advisors team defines success by how well we improve the strategies, technologies and operations of our clients – and how well this translates into improved financial performance. Having worked with hundreds of national and international financial institutions, Cornerstone professionals have developed an expertise in how banks and credit unions operate and the best practices that enable high performers to succeed. We have also developed a comprehensive understanding of the technology providers that serve the financial services industry – what works, what doesn’t, and how an organization can best leverage its technology dollars. Formed by some of the financial industry’s most respected strategy and technology consultants, Cornerstone’s goal is to continue building an advisory firm that is legendary for the value we bring to financial services clients. Simply put, Cornerstone’s industry knowledge is unmatched, and our “no nonsense” approach to closing the gap between strategy and reality can help institutions improve their competitive position in the market. From strategy to execution – Cornerstone Advisors.

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