Job description

This hands-on role will serve as a key bridge between raw data, business requirements, and executive-ready insights. The ideal candidate will work closely with Finance, IT, and department leaders to structure datasets, model KPIs, and deliver dynamic dashboards that inform decision-making at every level. In addition, this role will support broader financial automation initiatives, including month-end close optimization, executive financial reporting, risk monitoring of bank transactions, and department-driven forecasting models—all leveraging the full Microsoft ecosystem. Primary Duties and Responsibilities This job description does not limit management’s ability to assign or adjust duties and responsibilities at any time. · Integrate internal and external data sources using ETL into Microsoft Fabric OneLake. · Collaborate with business stakeholders to define KPIs, metrics, and visualization requirements. · Develop and maintain robust, scalable Power BI dashboards for finance, leadership, and department use. · Deliver a full suite of executive-ready dashboards and forecasting models aligned to Finance and Operational KPIs, built from live Microsoft Fabric datasets. · Model and clean data using Power Query, DAX, and dataflows within Power BI and Fabric. · Validate and ensure data quality, timeliness, and accuracy across reports. · Create workflows using Power Automate to support alerting (e.g., low balance, transaction mismatch, financial risk triggers). · Streamline month-end close with Power BI dashboards for journal entry tracking, reconciliation progress, and secure portals for department-led transaction coding and variance explanation. · Design and document standardized reporting templates for executive and board-level reporting. · Enable dynamic scenario modeling and forecasting in Excel using live-connected Fabric datasets. · Provide training and documentation for finance users and department leaders. Position Qualifications: · Bachelor’s degree in a related field. · 3+ years of experience in financial reporting, data analyst, or business analyst role. · Advanced proficiency in Power BI, including DAX, Power Query, and custom visuals. · Experience with Microsoft Fabric, OneLake, and/or Azure Synapse/Data Lake solutions. · Familiarity with SQL and integrating SQL Server databases into Fabric or Power BI. · Strong knowledge of financial reporting principles, month-end close workflows, and FP&A concepts. · Ability to connect and model data from multiple sources including SQL Server, ADP, QuickBooks Online (QBO), and flat files. · Proficiency in Microsoft Excel, including Power Pivot and Power Query. · Experience creating workflows in Power Automate. · Strong written and verbal communication skills, especially in stakeholder collaboration. · Ability to work independently and manage project timelines across departments. Company DescriptionAmerican Consumer Credit Counseling (ACCC) is a non-profit based in Auburndale, MA, focused on consumer education, credit counseling, and debt management. We're proud recipients of the Better Business Bureau Award and consistently ranked as a Top Place to Work in Boston.

Requirements