Job Description

#LI-CR2 #LI-Hybrid

CBIZ 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

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.