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

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