Excel, Data Management & Power BI Consultant
Systematix group
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Job summary
Systematix is seeking an experienced Excel, Data Management & Power BI Consultant for a Downtown Toronto hybrid engagement. The role focuses on optimizing Excel workbooks, Power Query pipelines and Power BI reports to improve data quality, governance and maintainability.
The successful candidate will audit reporting tools, automate processes and transfer knowledge to the internal team, with 3–6 month contract duration and flexible hours (20–35 per week).
Qualifications
- 5+ years of relevant experience in data analysis, business intelligence, reporting automation or a related field
- Advanced Microsoft Excel expertise, including complex formulas, Power Query and Power Pivot
- Strong hands-on Power Query experience, including data transformation and reporting automation
- Hands-on Power BI experience, including data modelling, DAX, report design and performance optimisation
- Experience with data cleansing, standardisation, validation and quality control
- Demonstrated ability to assess existing processes and implement pragmatic, maintainable solutions
- Excellent analytical and problem-solving skills
- Strong communication, documentation and knowledge-transfer skills
- Ability to work professionally in French
- Ability to work in a hybrid arrangement in Downtown Toronto
Responsibilities
- Review and assess existing Excel workbooks, reporting models and processes
- Correct, simplify and document complex Excel formulas and calculations
- Improve the structure, readability, controls and performance of large Excel workbooks
- Implement validation rules, integrity controls and appropriate maintenance practices
- Identify opportunities to automate repetitive and manual reporting activities
- Review data sources, structures and reporting data flows
- Identify and address inconsistencies, duplicate records, missing data and other data-quality issues
- Clean, standardise and structure data used for reporting
- Recommend practical data-quality controls, business rules and documentation standards
- Improve the traceability of transformations and source data
- Create, correct and optimise Power Query queries
- Structure and improve data extraction, transformation and loading processes
- Reduce manual intervention required during report refreshes
- Review existing Power BI semantic models, relationships, tables and measures
- Review and optimise DAX measures as required
- Assess Power BI reports for accuracy, consistency, performance and usability
- Improve report design, navigation, indicators and visualisations
- Document solutions, data sources, transformations and controls
- Develop maintenance and refresh guides for internal users
- Provide knowledge-transfer sessions and support the internal team in maintaining the solutions going forward
Skills
Tools
Job description
We are Systematix and we are currently looking for an Excel, Data Management & Power BI Consultant for our client.
Our client is undertaking an initiative to improve the efficiency, reliability and maintainability of its financial and operational reporting processes.
We are looking for an experienced consultant with particularly strong Excel and Power Query expertise who can assess and improve existing reporting tools, data sources and processes. The work will include optimizing complex Excel workbooks, improving data quality and management practices, automating reporting processes and reviewing and enhancing existing Power BI reports and dashboards.
This is a hands-on role working with an existing reporting environment, with an emphasis on practical, maintainable improvements and knowledge transfer to the internal team.
As the Excel, Data Management & Power BI Consultant, you will:
- Review and assess existing Excel workbooks, reporting models and processes
- Correct, simplify and document complex Excel formulas and calculations
- Improve the structure, readability, controls and performance of large Excel workbooks
- Implement validation rules, integrity controls and appropriate maintenance practices
- Identify opportunities to automate repetitive and manual reporting activities
- Review data sources, structures and reporting data flows
- Identify and address inconsistencies, duplicate records, missing data and other data‑quality issues
- Clean, standardize and structure data used for reporting
- Recommend practical data‑quality controls, business rules and documentation standards
- Improve the traceability of transformations and source data
- Create, correct and optimize Power Query queries
- Structure and improve data extraction, transformation and loading processes
- Reduce manual intervention required during report refreshes
- Review existing Power BI semantic models, relationships, tables and measures
- Review and optimize DAX measures as required
- Assess Power BI reports for accuracy, consistency, performance and usability
- Improve report design, navigation, indicators and visualisations
- Document solutions, data sources, transformations and controls
- Develop maintenance and refresh guides for internal users
- Provide knowledge‑transfer sessions and support the internal team in maintaining the solutions going forward
As the Excel, Data Management & Power BI Consultant, you will:
- Review and assess existing Excel workbooks, reporting models and processes
- Correct, simplify and document complex Excel formulas and calculations
- Improve the structure, readability, controls and performance of large Excel workbooks
- Implement validation rules, integrity controls and appropriate maintenance practices
- Identify opportunities to automate repetitive and manual reporting activities
- Review data sources, structures and reporting data flows
- Identify and address inconsistencies, duplicate records, missing data and other data‑quality issues
- Clean, standardize and structure data used for reporting
- Recommend practical data‑quality controls, business rules and documentation standards
- Improve the traceability of transformations and source data
- Create, correct and optimise Power Query queries
- Structure and improve data extraction, transformation and loading processes
- Reduce manual intervention required during report refreshes
- Review existing Power BI semantic models, relationships, tables and measures
- Review and optimise DAX measures as required
- Assess Power BI reports for accuracy, consistency, performance and usability
- Improve report design, navigation, indicators and visualisations
- Document solutions, data sources, transformations and controls
- Develop maintenance and refresh guides for internal users
- Provide knowledge‑transfer sessions and support the internal team in maintaining the solutions going forward
- 5+ years of relevant experience in data analysis, business intelligence, reporting automation or a related field
- Advanced Microsoft Excel expertise, including complex formulas, Power Query and Power Pivot
- Strong hands‑on Power Query experience, including data transformation and reporting automation
- Hands‑on Power BI experience, including data modelling, DAX, report design and performance optimisation
- Experience with data cleansing, standardisation, validation and quality control
- Demonstrated ability to assess existing processes and implement pragmatic, maintainable solutions
- Excellent analytical and problem‑solving skills
- Strong communication, documentation and knowledge‑transfer skills
- Ability to work professionally in French
- Ability to work in a hybrid arrangement in Downtown Toronto
- Experience with financial reporting, budgeting, forecasting or management reporting
- Experience within higher education, government or the broader public sector
- Experience working with data from ERP or financial systems
- SQL experience
- Knowledge of Microsoft Fabric, Azure Data Services, Dataverse or other components of the Microsoft data ecosystem
Location: Hybrid – Downtown Toronto
Duration: Initial 3–6 month contract, with potential for extension
Start Date: Target October 1, 2026
Work Hours: Part‑time or full‑time can be accommodated – 20-35/hrs per week
Compensation for this position is commensurate with experience and qualifications and will be discussed with qualified candidates during the recruitment process.
For transparency, Systematix generally categorises experience levels as follows:
- Intermediate: 6–9 yrs: $55-65/hr
- Senior: 10+ yrs: $70-80/hr
Final compensation will depend on the successful candidate’s experience, skills, qualifications and overall alignment with the requirements of the engagement.
We may use artificial intelligence (AI) or other automated tools to support parts of our recruitment process. These tools may assist with activities such as reviewing applications or identifying relevant qualifications. All hiring decisions involve human review and judgement.
Systematix is a Global Consulting and Resourcing firm headquartered in Canada with offices across North America and the United Kingdom. We provide high‑calibre consulting solutions and services to a wide range of organizations across multiple industries.
We value diversity and are committed to creating an inclusive workplace. Systematix is an equal opportunity employer and encourages applications from all qualified individuals. Accommodations are available upon request throughout the recruitment and selection process.
Systematix. Results Focused. People Driven.
We are Systematix and we are currently looking for an Excel, Data Management & Power BI Consultant for our client.
Our client is undertaking an initiative to improve the efficiency, reliability and maintainability of its financial and operational reporting processes.
We are looking for an experienced consultant with particularly strong Excel and Power Query expertise who can assess and improve existing reporting tools, data sources and processes. The work will include optimizing complex Excel workbooks, improving data quality and management practices, automating reporting processes and reviewing and enhancing existing Power BI reports and dashboards.
This is a hands‑on role working with an existing reporting environment, with an emphasis on practical, maintainable improvements and knowledge transfer to the internal team.
As the Excel, Data Management & Power BI Consultant, you will:
- Review and assess existing Excel workbooks, reporting models and processes
- Correct, simplify and document complex Excel formulas and calculations
- Improve the structure, readability, controls and performance of large Excel workbooks
- Implement validation rules, integrity controls and appropriate maintenance practices
- Identify opportunities to automate repetitive and manual reporting activities
- Review data sources, structures and reporting data flows
- Identify and address inconsistencies, duplicate records, missing data and other data‑quality issues
- Clean, standardise and structure data used for reporting
- Recommend practical data‑quality controls, business rules and documentation standards
- Improve the traceability of transformations and source data
- Create, correct and optimise Power Query queries
- Structure and improve data extraction, transformation and loading processes
- Reduce manual intervention required during report refreshes
- Review existing Power BI semantic models, relationships, tables and measures
- Review and optimise DAX measures as required
- Assess Power BI reports for accuracy, consistency, performance and usability
- Improve report design, navigation, indicators and visualisations
- Document solutions, data sources, transformations and controls
- Develop maintenance and refresh guides for internal users
- Provide knowledge‑transfer sessions and support the internal team in maintaining the solutions going forward
- 5+ years of relevant experience in data analysis, business intelligence, reporting automation or a related field
- Advanced Microsoft Excel expertise, including complex formulas, Power Query and Power Pivot
- Strong hands‑on Power Query experience, including data transformation and reporting automation
- Hands‑on Power BI experience, including data modelling, DAX, report design and performance optimisation
- Experience with data cleansing, standardisation, validation and quality control
- Demonstrated ability to assess existing processes and implement pragmatic, maintainable solutions
- Excellent analytical and problem‑solving skills
- Strong communication, documentation and knowledge‑transfer skills
- Ability to work professionally in French
- Ability to work in a hybrid arrangement in Downtown Toronto
- Experience with financial reporting, budgeting, forecasting or management reporting
- Experience within higher education, government or the broader public sector
- Experience working with data from ERP or financial systems
- SQL experience
- Knowledge of Microsoft Fabric, Azure Data Services, Dataverse or other components of the Microsoft data ecosystem
Location: Hybrid – Downtown Toronto
Duration: Initial 3–6 month contract, with potential for extension
Start Date: Target October 1, 2026
Work Hours: Part‑time or full‑time can be accommodated – 20-35/hrs per week
Compensation for this position is commensurate with experience and qualifications and will be discussed with qualified candidates during the recruitment process.
For transparency, Systematix generally categorises experience levels as follows:
- Intermediate: 6–9 yrs: $55-65/hr
- Senior: 10+ yrs: $70-80/hr
Final compensation will depend on the successful candidate’s experience, skills, qualifications and overall alignment with the requirements of the engagement.
We may use artificial intelligence (AI) or other automated tools to support parts of our recruitment process. These tools may assist with activities such as reviewing applications or identifying relevant qualifications. All hiring decisions involve human review and judgement.
Systematix is a Global Consulting and Resourcing firm headquartered in Canada with offices across North America and the United Kingdom. We provide high‑calibre consulting solutions and services to a wide range of organizations across multiple industries.
We value diversity and are committed to creating an inclusive workplace. Systematix is an equal opportunity employer and encourages applications from all qualified individuals. Accommodations are available upon request throughout the recruitment and selection process.
Systematix. Results Focused. People Driven.
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