Functional Consultant - Power BI

insightsoftware; City Of London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial software company in the UK seeks a Power BI Consultant to engage with clients, design scalable Power BI solutions, and support user adoption. The ideal candidate has a background in data analytics, strong SQL skills, and experience in the finance sector. A degree in a related field and Microsoft Power BI certification are preferred.

Qualifications

• Experience in Power BI development and consulting.
• Experience in the finance industry preferred.
• Microsoft Power BI certification is a plus.

Responsibilities

• Engage with stakeholders to understand reporting needs.
• Design and implement Power BI solutions.
• Support user training and adoption of solutions.

Skills

Power BI expertise

Data analytics

SQL proficiency

Business intelligence consulting

Communication skills

Education

Bachelor's or Master's degree in Mathematics, Computer Science, Data Analytics, Business Intelligence

Tools

Power BI

SQL

Azure services

Job description

Overview

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity. Learn more at insightsoftware.com

Responsibilities

Client Engagement & Business Analysis

• Engage with business stakeholders to understand their reporting, analytics, and data visualization needs
• Conduct discovery workshops to gather requirements, define use cases, and assess data sources
• Translate business requirements into clear functional and technical specifications
• Provide recommendations on Power ON best practices, governance, and adoption strategies.

Solution Design & Implementation

• Design scalable and efficient Power ON solutions, including data models, dashboards, and reports
• Develop datasets, measures (DAX), and visuals to support business insights
• Maintain data accuracy, integrity, and security within the Power BI environment
• Optimise performance of reports and dashboards for a seamless user experience
• Implement Power ON configurations, including workspaces, security, and sharing policies

Effort Estimation & Project Delivery

• Estimate project effort, timeline, and resource requirements for Power ON implementations
• Define project milestones and collaborate with project managers to ensure timely delivery
• Develop prototypes and proof-of-concepts to validate solutions before full implementation
• Support UAT (User Acceptance Testing) and gather feedback for refinements

Client Training & Support

• Conduct training sessions for end-users to drive adoption of Power ON solutions
• Provide post-implementation support, troubleshooting, and performance tuning
• Act as a trusted advisor to clients on Power ON strategies and future enhancements

Qualifications

Preferred Qualifications & Experience:

• Bachelor’s or Master’s degree in Mathematics, Computer Science, Data Analytics, Business Intelligence, or a related field
• Experience in Power BI development and business intelligence consulting
• Experience in the finance industry
• Microsoft Power BI certification (e.g., PL-300: Power BI Data Analyst)

Technical Skills

• Strong expertise in Power BI (Power Query, Power BI Desktop, Power BI Service, DAX, and M Query)
• Experience designing data models and ETL processes within Power BI
• Proficiency in SQL for querying and transforming data from various sources
• Understanding of Azure services (e.g., Azure Synapse, Azure Data Factory, Azure SQL)
• Knowledge of Power Automate and Power Apps integration with Power BI
• Experience with non-Microsoft data sources (Snowflake, Oracle, PostgreSQL, MySQL, Synapse, Big Query) advantageous
• Row Level Security (Analysis Services, PowerBI.com, SQL Server)
• Performance optimisation (Partitioning, Understanding of columnar database concept, SQL indexing)
• Troubleshooting (SQL Profiler or other profiler tools, Tabular Editor, DAX Studio, Power BI datasets, RLS security)

Business & Consulting Skills

• Strong ability to gather requirements and translate them into technical solutions
• Understanding of financial reporting, planning and anaysis.
• Experience in estimating implementation efforts and defining project scopes
• Ability to work with stakeholders at all levels, including senior executives
• Excellent communication and presentation skills for client-facing interactions
• Proven track record of delivering end-to-end Power BI solutions in a consulting or business setting
• Willingness to travel to client sites as needed

Additional Information

At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the country where the position is located.

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.