Business Intelligence PM/BA

PlanIT Group, LLC; Austin (TX); On-site; USD 95,000 - 130,000; Full time

Job summary

PlanIT Group, LLC in Austin, TX seeks a skilled Project Manager/Business Analyst to join the PMO and lead BI delivery projects. Translate business needs into BRDs, drive Scrum ceremonies, and coordinate with BI team to deliver dashboards and reports in Power BI and Fabric.

You will split time ~70% on project management and ~30% on business analysis, collaborating with data engineers on data integration from Salesforce CRM, Epic AMS, and GL to support robust reporting and AI-ready data lakes.

Qualifications

• Bachelor's degree in business, accounting, finance, IT, or related field.
• 3+ years as a Business Analyst, BI/Data Analytics environment.
• 2+ years of Project Management/SCRUM Master experience.
• Strong understanding of BI tools, Power BI and Fabric.
• Experience with data integration from Salesforce CRM, Epic AMS, and General Ledger.
• Excellent communication and interpersonal skills with both technical and non-technical stakeholders.
• Experience with Agile methodologies and SCRUM environments.

Responsibilities

• Capture and document business requirements; translate into BRDs and technical specs.
• Serve as SCRUM Master; manage timelines and ceremonies.
• Coordinate data integration from Salesforce CRM, Epic AMS, and GL to central data stores.
• Design and prototype Power BI dashboards and reports; ensure scalability and governance.
• Maintain regular stakeholder updates and clear communication across teams.
• Support QA/UAT and sign-off on deliverables.

Skills

Business Analysis

Project Management

SCRUM Master

Power BI

Data Integration

Stakeholder Communication

SQL

Data Modeling

Education

Bachelor's degree in business administration, accounting, finance, IT

Tools

Power BI

Fabric

Salesforce CRM

Epic AMS

Azure DevOps

MS Project

Job description

Description We are seeking a highly skilled and motivated Project Manager/Business Analyst to join our PMO who will be working on projects with our Business Intelligence (BI) Delivery team. The Business Analyst/Project Manager will play a critical role as the liaison between business stakeholders and the delivery team, ensuring that business requirements are accurately captured, documented, and translated into actionable insights and reports. This role is also responsible for driving the scrum teams, leading stakeholder status update calls, and all project manager responsibilities.

BI Business Analyst/Project Manager

Austin TX

12+ month

Description

We are seeking a highly skilled and motivated Project Manager/Business Analyst to join our PMO who will be working on projects with our Business Intelligence (BI) Delivery team. The Business Analyst/Project Manager will play a critical role as the liaison between business stakeholders and the delivery team, ensuring that business requirements are accurately captured, documented, and translated into actionable insights and reports. This role is also responsible for driving the scrum teams, leading stakeholder status update calls, and all project manager responsibilities. The role will be about 70% project manager duties and 30% business analyst duties. This role is crucial in supporting our upcoming projects, including the creation of dashboards and analytics in Power BI to support business development and client retention, consolidation of data stores, and the development of data lakes in MS Fabric to support robust reporting and Agentic AI capabilities.

Key Responsibilities

• Requirement Gathering & Documentation:
  • Collaborate with business stakeholders to identify, analyze, and document business requirements for new and existing operational reporting needs.
  • Develop comprehensive Business Requirements Documents (BRDs) that clearly outline the functional and technical specifications.
  • Work closely with BI Engineers/Developers, Data Analysts, and Report Developers to translate business requirements into technical requirements.
• Project Management:
  • Play the role of SCRUM Master in managing project timelines, ensuring that deliverables align with business expectations.
  • Facilitate sprint planning, daily stand-ups, and retrospective meetings to ensure continuous communication between the BI team and business stakeholders.
  • Ensure project status reports are delivered in a timely manner
• Data Integration & Validation:
  • Work with the Data Architect and BI Engineers to understand data flows from Salesforce CRM, Epic AMS, Accounting General Ledger, and custom applications into the centralized data store.
  • Ensure that data integration processes meet business requirements and assist in validating the data for accuracy and completeness.
• Reporting & Analytics:
  • Collaborate with business users to design and prototype dashboards and reports in Power BI that meet business needs and adhere to best practices.
  • Collaborate with line of business teams to ensure that reporting needs in relation to client, policy, enrollment, platform usage and other relevant categories of data are met.
  • Ensure the BI solutions are scalable, sustainable, and aligned with the organization's strategic goals.
• Stakeholder Communication:
  • Serve as the primary point of contact for business stakeholders, facilitating clear and effective communication between business units and the BI team.
  • Conduct regular meetings with stakeholders to review project progress, resolve issues, and gather feedback.
  • Distribute email communications from a shared mailbox for milestone deliverables.
• Quality Assurance:
  • Work closely with QA Testers to ensure that delivered solutions meet the specified requirements and are free of defects.
  • Participate in user acceptance testing (UAT) and coordinate with stakeholders to obtain sign-off on deliverables.

Qualifications

• Bachelor's degree in business administration, Accounting, Finance, Information Technology, or related field.
• 3+ years of experience as a Business Analyst, preferably within a Business Intelligence or Data Analytics environment.
• 2+ years of Project Management/SCRUM Master experience, driving scrum practices and delivery.
• Strong understanding of BI tools and platforms, particularly Power BI and Fabric.
• Experience with data integration from platforms like Salesforce CRM, Epic AMS, and Accounting General Ledger.
• Excellent communication and interpersonal skills, with the ability to effectively engage with both technical and non-technical stakeholders.
• Strong problem-solving skills and attention to detail.
• Experience with Agile methodologies and working in a SCRUM environment

Platforms And Management Tools

• Microsoft Project
• Microsoft Office tool set
• MS Teams
• Power Apps
• Azure DevOps

Methodology And Practices

• Agile
• Scrum
• Waterfall
• Kanban

Preferred Skills

• Knowledge of SQL and data modeling.
• Experience in financial and operational reporting.
• Understanding of data governance, data privacy and data quality principles.