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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.

PROBLEM SOLVING / ANALYSIS

Independently analyzes and resolves highly complex business and technical challenges by evaluating multiple data sources, identifying trends and opportunities, resolving data quality issues, and designing scalable Business Intelligence solutions. Exercises sound judgment when balancing competing priorities, selecting analytical methodologies, and recommending technology solutions that support long-term organizational objectives.

BUSINESS IMPACT AND SCOPE

This position directly influences strategic decision-making by delivering timely, accurate, and actionable Business Intelligence to executive leadership, consulting teams, and internal business partners. Decisions made within this role impact organizational performance, client delivery, financial reporting, resource planning, technology investments, and enterprise reporting standards. The Senior Power BI Developer and Data Analyst serves as a key contributor to the firm's overall data strategy and Business Intelligence maturity.

COMMUNICATION AND COLLABORATION

Collaborates extensively with executive leadership, consultants, business units, technology teams, and external vendors to understand business priorities, define reporting requirements, and deliver innovative analytical solutions. Communicates complex findings through executive dashboards, visualizations, presentations, and written recommendations that enable informed business decisions and improve organizational performance.

INFLUENCE RESPONSIBILITY / LEVEL OF INTERACTION

Serves as Cornerstone Advisors' trusted advisor for Business Intelligence initiatives by influencing enterprise reporting standards, dashboard design, data governance practices, and analytical methodologies. Builds strong cross-functional partnerships while promoting a culture of data-driven decision-making, continuous improvement, and innovation.

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.

  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.