Power BI Lead

Bottom line: The Power BI Lead is the technical and architectural authority for all BI reporting across MCP/LOS. This person sets the standard - owns the semantic layer, governs the data model, mentors the analyst, and manages intake - while remaining hands-on building the most complex reports and dashboards. The role requires equal parts technical depth, design discipline, and stakeholder credibility across operations, IT/Engineering, and executive leadership.
CORE RESPONSIBILITIES
ARCHITECTURE & DATA MODEL

- Design and own the Power BI semantic layer (datasets, shared models, calculated measures)

- Define the strategy for sourcing data from both MCP/LOS directly and the data warehouse/mart

- Establish medallion or equivalent layering conventions for data freshness and reliability

- Govern gateway configuration, scheduled refresh, and performance optimization

GOVERNANCE & STANDARDS

- Define and enforce naming conventions, measure libraries, and report templates

- Own workspace organization, access control, and row-level security (RLS) patterns

- Establish version control and deployment pipeline practices (e.g., PBIP/Git)

- Maintain documentation standards for datasets, measures, and data lineage

HANDS-ON DEVELOPMENT

- Build and own the most complex reports - executive dashboards, KPI scorecards, regulatory outputs

- Write advanced DAX for complex time intelligence, ratios, and dynamic filtering

- Design Power Query/M transformations from both MCP DB and warehouse sources

- Review and approve analyst-produced reports before publishing to business stakeholders

TEAM & INTAKE

- Manage and prioritize the BI request intake queue across all stakeholder groups

- Assign, scope, and review analyst work; provide technical mentorship

- Represent BI capability in cross-functional planning and project discussions

- Partner with IT/Engineering on data model changes that affect reporting

REQUIRED SKILLS
Technical

- Advanced Power BI Desktop - complex data models, composite models, DirectQuery

- Advanced DAX - time intelligence, iterators, context transition, dynamic measures

- Power Query / M - multi-source transformation, parameterization, error handling

- SQL proficiency - query optimization, joins, aggregations against relational DBs

- Familiarity with data warehouse concepts - star schema, slowly changing dimensions

- Power BI Service administration - workspaces, deployment pipelines, RLS, gateway

- Version control fundamentals (Git or equivalent)

Functional & Leadership

- Proven ability to define BI standards and enforce adoption across a team

- Experience designing executive-facing dashboards with clear KPI storytelling

- Mortgage/lending industry familiarity - pipeline metrics, pull-through, cycle time, regulatory reporting

- Ability to translate ambiguous business asks into structured analytical requirements

- Player/coach orientation - willing to stay hands-on while providing oversight

- Comfortable presenting to and defending design decisions with executive stakeholders

COMMUNICATION REQUIREMENTS BY STAKEHOLDER
Executive / Leadership

KPI dashboards, strategic reporting, intake prioritization discussions

- Present data clearly with business context - not just numbers, but meaning

- Manage expectations on what is and isn't measurable given data availability

- Defend design and methodology decisions concisely and with confidence

Internal Business / Operations

Requirements gathering, report delivery, training, issue resolution

- Translate user requests into structured data requirements without jargon

- Manage intake prioritization transparently - explain trade-offs clearly

- Deliver reports that are self-service where feasible, reducing dependency

IT / Engineering

Data model changes, source system access, warehouse/mart design collaboration

- Engage technically - able to discuss schema design, query performance, and data pipeline impacts

- Provide clear reporting requirements u