Senior Data Analyst - Finance

SUMMARY 

Mortenson is currently seeking a Senior Data Analyst - Finance that will support Finance reporting and analytics by engineering trusted, reusable datasets and semantic models in Microsoft Fabric/Power BI and delivering intuitive, business-ready reporting experiences. This role partners with Finance Leaders, data consumers and cross-functional data teams to translate business questions into governed metrics, performant models, and self-service visuals.

RESPONSIBILITIES

• Ability to work and facilitate conversation in a cross-functional, collaborative, team-based environment
• Visualization & Report Development (Power BI)
  • Design and build intuitive Power BI reports and dashboards that enable decision-making for Finance leaders and teams
  • Translate requirements into effective visuals, tooltips, drill paths, and narrative elements that communicate key drivers and exceptions
  • Apply visualization standards (layout, accessibility, consistent KPI definitions) and optimize report performance (model usage, interactions, visuals)
• Analytics Engineering (Semantic Modeling & Data Shaping)
  • Design, build, and maintain Power BI/Fabric semantic models (star schemas, relationships, calculation groups as applicable) that enable consistent, trusted reporting
  • Engineer reusable DAX measures and KPI definitions; document metric logic and ensure alignment to Finance definitions and reporting standards
  • Build and maintain reliable data shaping pipelines (e.g., SQL, Power Query, Dataflows Gen2) and implement reconciliations/controls to validate completeness and accuracy
• Platform Management & Optimization 
  • Manage and support Fabric/Power BI workspaces, semantic models, and refresh processes in coordination with BI platform administrators
  • Use established CI/CD practices (deployment pipelines, version control where available); contribute improvements to release and validation processes
  • Monitor and enhance model/report performance, refresh reliability, and scalability; troubleshoot issues and implement sustainable fixes
  • Implement and maintain appropriate security patterns (e.g., RLS/OLS), access controls, and governance-aligned practices for Finance reporting solutions
• Collaboration & Support
  • Work closely with teams to understand reporting requirements
  • Provide training, documentation, and guidance to help users leverage data
  • Act as a trusted resource for ongoing reporting and analytics requests
  • Displays advanced analytical and problem-solving skills with initiative to seek and continue to learn innovative solutions
• Strategic Initiatives
  • Contribute to long term BI and Data strategy
  • Identify automation opportunities and streamline manual reporting processes
  • Support special analytics projects, data quality initiatives, and modernization efforts
  • Stay up to date with Power BI features and industry best practices
• Identify and maintain strong processes to consume and consolidate large amounts of data into centralized, sustainable, and repeatable measurements
• Review finance data consistently and partner with cross functional teams to provide corrective action and long-term solutions when necessary 
• Advanced knowledge of Microsoft Toolset, best practices and general Data Operations best practices 
• Track and report Data Quality and Data Governance KPIs for Finance
• Provide peer support and knowledge sharing; may mentor junior analysts informally
• Identify and implement strategic initiatives.
• All other duties as assigned

QUALIFICATIONS

• Bachelor’s Degree and 3-5 years related experience; or, high school diploma or GED and 8+ years related experience
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