Senior Consultant - Reporting Optimization & BI Platform Consolidation

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Senior Consultant - Reporting Optimization & BI Platform Consolidation

6 Months contract – Extension long term Contract

Location: Remote Job

Job description:

About The Role

• We are seeking a Senior Consultant to lead the reporting optimization workstream for a wealth management client''s enterprise data transformation.
• This role focuses on inventorying the client''s existing BI assets across PowerBI, ThoughtSpot, and SSRS, identifying duplicate or low-value reporting, standardizing KPI definitions, and developing a phased reporting modernization roadmap.
• The consultant will work closely with the Data Governance workstream to align reporting decisions with metadata and data quality initiatives.

Key Responsibilities

• Inventory the client''s reporting portfolio across PowerBI, ThoughtSpot, and SSRS — including reports, dashboards, data sources, integrations, and dependencies
• Assess business usage, ownership, and value of existing reporting assets; identify duplicate reporting and optimization opportunities
• Define standardized KPI, metric, and reporting definitions across business units
• Establish reporting governance, development standards, and ownership frameworks
• Assess PowerBI platform readiness and develop a PowerBI consolidation and migration roadmap
• Identify legacy reporting (particularly SSRS) for rationalization and define a phased decommissioning approach
• Define the target-state reporting architecture and standards in partnership with the Senior Data Architect
• Align reporting recommendations with metadata, lineage, and data quality work in the Governance workstream

Required Skills & Experience

• 7+ years of consulting or internal advisory experience focused on BI, reporting, or analytics platforms
• Strong, hands-on proficiency in PowerBI — including platform administration, governance, and migration planning
• Demonstrated experience assessing ThoughtSpot deployments, including semantic model design and migration complexity
• Experience with SSRS environments, including legacy report rationalization and migration strategies
• Track record of leading reporting consolidation and KPI standardization initiatives
• Strong understanding of reporting governance, lineage, and quality controls
• Bachelor''s degree in business, technology, or related field

Nice to Have

• Microsoft Power BI certifications (PL-300 or equivalent)
• ThoughtSpot platform certification or significant production deployment experience
• Prior reporting optimization engagements in financial services or wealth management
• Experience integrating reporting with Snowflake as a primary data source
• Familiarity with Alation catalog integration for BI assets