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HeadSpin

Power BI Lead

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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 upstream so data is structured correctly at the source
  • Flag reporting blockers caused by data quality or model gaps with specificity



Disclaimer: HeadSpin does not charge any fees at any stage of the recruitment or selection process. We will never ask candidates to pay money or share financial information in exchange for a job offer. If you receive any communication requesting payment on behalf of HeadSpin, please treat it as fraudulent and report it immediately to hr@headspin.io