Excel, Data Management & Power BI Consultant
Excel, Data Management & Power BI Consultant
We are Systematix and we are currently looking for an Excel, Data Management & Power BI Consultant for our client.

Our client is undertaking an initiative to improve the efficiency, reliability and maintainability of its financial and operational reporting processes.

We are looking for an experienced consultant with particularly strong Excel and Power Query expertise who can assess and improve existing reporting tools, data sources and processes. The work will include optimizing complex Excel workbooks, improving data quality and management practices, automating reporting processes and reviewing and enhancing existing Power BI reports and dashboards.

This is a hands-on role working with an existing reporting environment, with an emphasis on practical, maintainable improvements and knowledge transfer to the internal team.

ABOUT THE RESPONSIBILITIES:
As the Excel, Data Management & Power BI Consultant, you will:

Review and assess existing Excel workbooks, reporting models and processes

Correct, simplify and document complex Excel formulas and calculations

Improve the structure, readability, controls and performance of large Excel workbooks

Implement validation rules, integrity controls and appropriate maintenance practices

Identify opportunities to automate repetitive and manual reporting activities

Review data sources, structures and reporting data flows

Identify and address inconsistencies, duplicate records, missing data and other data‑quality issues

Clean, standardize and structure data used for reporting

Recommend practical data‑quality controls, business rules and documentation standards

Improve the traceability of transformations and source data

Create, correct and optimize Power Query queries

Structure and improve data extraction, transformation and loading processes

Reduce manual intervention required during report refreshes

Review existing Power BI semantic models, relationships, tables and measures

Review and optimize DAX measures as required

Assess Power BI reports for accuracy, consistency, performance and usability

Improve report design, navigation, indicators and visualisations

Document solutions, data sources, transformations and controls

Develop maintenance and refresh guides for internal users

Provide knowledge‑transfer sessions and support the internal team in maintaining the solutions going forward

ABOUT THE RESPONSIBILITIES:
As the Excel, Data Management & Power BI Consultant, you will:

Review and assess existing Excel workbooks, reporting models and processes

Correct, simplify and document complex Excel formulas and calculations

Improve the structure, readability, controls and performance of large Excel workbooks

Implement validation rules, integrity controls and appropriate maintenance practices

Identify opportunities to automate repetitive and manual reporting activities

Review data sources, structures and reporting data flows

Identify and address inconsistencies, duplicate records, missing data and other data‑quality issues

Clean, standardize and structure data used for reporting

Recommend practical data‑quality controls, business rules and documentation standards

Improve the traceability of transformations and source data

Create, correct and optimise Power Query queries

Structure and improve data extraction, transformation and loading processes

Reduce manual intervention required during report refreshes

Review existing Power BI semantic models, relationships, tables and measures

Review and optimise DAX measures as required

Assess Power BI reports for accuracy, consistency, performance and usability

Improve report design, navigation, indicators and visualisations

Document solutions, data sources, transformations and controls

Develop maintenance and refresh guides for internal users

Provide knowledge‑transfer sessions and support the internal team in maintaining the solutions going forward

REQUIREMENTS:
Must‑have:
5+ years of relevant experience in data analysis, business intelligence, reporting automation or a related field





Advanced Microsoft Excel expertise, including complex formulas, Power Query and Power Pivot

Strong hands‑on Power Query experience, including data transformation and reporting automation

Hands‑on Power BI experience, including data modelling, DAX, report design and performance optimisation

Experience with data cleansing, standardisation, validation and quality control

Demonstrated ability to assess existing processes and implement pragmatic, maintainable solutions

Excellent analytical and problem‑solving skills

Strong communication, documentation and knowledge‑transfer skills

Ability to work professionally in French

Ability to work in a hybrid arrangement in Downtown Toronto

Nice‑to‑have:
Experience with financial reporting, budgeting, forecasting or management reporting

Experience within higher education, government or the broader public sector

Experience working with data from ERP or financial systems

SQL experience

Knowledge of Microsoft Fabric, Azure Data Services, Dataverse or other components of the Microsoft data ecosystem

ABOUT THE ROLE:
Location: Hybrid – Downtown Toronto
Duration: Initial 3–6 month contract, with potential for extension
Start Date: Target October 1, 2026
Work Hours: Part‑time or full‑time can be accommodated – 20-35/hrs per week

PAY DISCLOSURE:
Compensation for this position is commensurate with experience and qualifications and will be discussed with qualified candidates during the recruitment process.

For transparency, Systematix generally categorises experience levels as follows:

Intermediate: 6–9 yrs: $55-65/hr

Senior: 10+ yrs: $70-80/hr

Final compensation will depend on the successful candidate’s experience, skills, qualifications and overall alignment with the requirements of the engagement.

AI DISCLOSURE:
We may use artificial intelligence (AI) or other automated tools to support parts of our recruitment process. These tools may assist with activities such as reviewing applications or identifying relevant qualifications. All hiring decisions involve human review and judgement.

ABOUT SYSTEMATIX:
Systematix is a Global Consulting and Resourcing firm headquartered in Canada with offices across North America and the United Kingdom. We provide high‑calibre consulting solutions and services to a wide range of organizations across multiple industries.

We value diversity and are committed to creating an inclusive workplace. Systematix is an equal prospect employer and encourages applications from all qualified individuals. Accommodations are available upon request throughout the recruitment and selection process.

Systematix. Results Focused. People Driven.

Excel, Data Management & Power BI Consultant
We are Systematix and we are currently looking for an Excel, Data Management & Power BI Consultant for our client.

ABOUT THE PROJECT:
Our client is undertaking an initiative to improve the efficiency, reliability and maintainability of its financial and operational reporting processes.

We are looking for an experienced consultant with particularly strong Excel and Power Query expertise who can assess and improve existing reporting tools, data sources and processes. The work will include optimizing complex Excel workbooks, improving data quality and management practices, automating reporting processes and reviewing and enhancing existing Power BI reports and dashboards.

This is a hands‑on role working with an existing reporting environment, with an emphasis on practical, maintainable improvements and knowledge transfer to the internal team.

ABOUT THE RESPONSIBILITIES:
As the Excel, Data Management & Power BI Consultant, you will:

Review and assess existing Excel workbooks, reporting models and processes

Correct, simplify and document complex Excel formulas and calculations





Improve the structure, readability, controls and performance of large Excel workbooks

Implement validation rules, integrity controls and appropriate maintenance practices

Identify opportunities to automate repetitive and manual reporting activities

Review data sources, structures and reporting data flows

Identify and address inconsistencies, duplicate records, missing data and other data‑quality issues

Clean, standardise and structure data used for reporting

Recommend practical data‑quality controls, business rules and documentation standards

Improve the traceability of transformations and source data

Create, correct and optimise Power Query queries

Structure and improve data extraction, transformation and loading processes

Reduce manual intervention required during report refreshes

Review existing Power BI semantic models, relationships, tables and measures

Review and optimise DAX measures as required

Assess Power BI reports for accuracy, consistency, performance and usability

Improve report design, navigation, indicators and visualisations

Document solutions, data sources, transformations and controls

Develop maintenance and refresh guides for internal users

Provide knowledge‑transfer sessions and support the internal team in maintaining the solutions going forward

REQUIREMENTS:
Must‑have:
5+ years of relevant experience in data analysis, business intelligence, reporting automation or a related field

Advanced Microsoft Excel expertise, including complex formulas, Power Query and Power Pivot

Strong hands‑on Power Query experience, including data transformation and reporting automation

Hands‑on Power BI experience, including data modelling, DAX, report design and performance optimisation

Experience with data cleansing, standardisation, validation and quality control

Demonstrated ability to assess existing processes and implement pragmatic, maintainable solutions

Excellent analytical and problem‑solving skills

Strong communication, documentation and knowledge‑transfer skills

Ability to work professionally in French

Ability to work in a hybrid arrangement in Downtown Toronto

Nice‑to‑have:
Experience with financial reporting, budgeting, forecasting or management reporting

Experience within higher education, government or the broader public sector

Experience working with data from ERP or financial systems

SQL experience

Knowledge of Microsoft Fabric, Azure Data Services, Dataverse or other components of the Microsoft data ecosystem

ABOUT THE ROLE:
Location: Hybrid – Downtown Toronto
Duration: Initial 3–6 month contract, with potential for extension
Start Date: Target October 1, 2026
Work Hours: Part‑time or full‑time can be accommodated – 20-35/hrs per week

PAY DISCLOSURE:
Compensation for this position is commensurate with experience and qualifications and will be discussed with qualified candidates during the recruitment process.

For transparency, Systematix generally categorises experience levels as follows:

Intermediate: 6–9 yrs: $55-65/hr

Senior: 10+ yrs: $70-80/hr

Final compensation will depend on the successful candidate’s experience, skills, qualifications and overall alignment with the requirements of the engagement.

AI DISCLOSURE:
We may use artificial intelligence (AI) or other automated tools to support parts of our recruitment process. These tools may assist with activities such as reviewing applications or identifying relevant qualifications. All hiring decisions involve human review and judgement.

ABOUT SYSTEMATIX:
Systematix is a Global Consulting and Resourcing firm headquartered in Canada with offices across North America and the United Kingdom. We provide high‑calibre consulting solutions and services to a wide range of organizations across multiple industries.

We value diversity and are committed to creating an inclusive workplace. Systematix is an equal opportunity employer and encourages applications from all qualified individuals. Accommodations are available upon request throughout the recruitment and selection process.

Systematix. Results Focused. People Driven.

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📌 Excel, Data Management & Power BI Consultant (Ontario)
🏢 Systematix group
📍 Ontario