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, agile 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

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📌 Power BI Lead (Alberta)
🏢 Socket.dev
📍 Alberta