Power BI Lead / Expert - Financial Services & Banking
FORFIRM
About Us
FORFIRM Consulting AG is a Swiss boutique advisory firm headquartered in Lugano and Zürich. We operate across four practice areas, Strategy & Consulting, IT & Digital and Compliance, with a primary focus on the Banking and Financial Services sector. We support our clients through digital transformation journeys, regulatory compliance (DORA, FINMA, PCI DSS), and technology-driven innovation, combining strategic expertise with hands-on execution capability. Senior team, pragmatic approach, international environment.
The Role
We are looking for a Power BI Lead with a strong background in Banking and Financial Services to join our Lugano office on a permanent basis. The candidate will serve as the technical and functional reference point for the design, development, and governance of Business Intelligence solutions, working in a multilingual, international environment in close collaboration with client business units, IT teams, and senior management.
Key Responsibilities
Design & Development
- Design and develop advanced reports, dashboards, and data models in Power BI, including paginated reports via Power BI Report Builder
- Define and maintain the enterprise semantic model (star schema, tabular models) on Power BI / Analysis Services
- Write complex DAX and M queries for business transformations and KPI calculations
- Manage integrations with heterogeneous data sources: data warehouses, SQL Server, Azure, APIs, flat files
Governance & Architecture
- Define development guidelines, naming conventions, and best practices across the BI perimeter
- Oversee Power BI Service management (workspaces, shared datasets, gateways, row-level security)
- Support implementation of solutions on Microsoft Fabric / Azure Synapse environments
- Ensure data quality and KPI traceability (data lineage, dataset certification)
Banking & Regulatory
- Translate regulatory requirements (DORA, BCBS 239, FINMA prudential reporting, AML/KYC monitoring) into structured reporting solutions
- Develop control dashboards covering: credit risk, liquidity, capital adequacy, commercial performance, and compliance
- Collaborate with Risk, Finance, and Compliance teams on data and model validation
Leadership & Stakeholder Management
- Lead a team of BI developers and analysts (mentoring, code review, task assignment)
- Engage with CIOs, CFOs, Chief Risk Officers, and business leads for requirements gathering and output presentation
- Manage delivery priorities across multiple parallel workstreams in Agile environments
Requirements
Technical
- 6+ years of experience in BI/Data Analytics, with at least 5 years focused on Power BI
- Advanced proficiency in DAX and Power Query (M)
- Solid experience with SQL (T-SQL or PL/SQL), relational and dimensional data modeling
- Knowledge of Azure (Data Factory, Synapse, Databricks) and/or Microsoft Fabric
- Familiarity with versioning tools (Git) and Agile/Scrum methodologies
Functional – Banking
- Direct experience in banks, financial institutions, or consulting firms serving banking clients
- Strong understanding of sector-specific processes and data: management accounting, ALM, regulatory reporting, credit portfolio, commercial KPIs
- Familiarity with the Swiss regulatory framework (FINMA, Banking Act, DORA) is a significant advantage
Languages
- Italian: fluent (required)
- English: fluent (required)
- French and/or German: a plus
Soft Skills
- Methodological rigor and strong data quality orientation
- Ability to communicate complex insights to non-technical and senior stakeholders
- Autonomy, proactivity, and problem-solving attitude in structured, regulated environments
Nice to Have
- Microsoft PL-300 (Power BI Data Analyst) and/or DP-600 (Fabric Analytics Engineer) certification
- Experience with data catalog or data quality tools (e.g. Microsoft Purview, Collibra)
- Knowledge of Python or R for advanced analytics integrable within Power BI
- Prior experience in Switzerland or with Swiss/Ticino financial market clients
What We Offer
- Permanent contract based in Lugano
- Competitive compensation package aligned with Swiss market standards
- Hybrid working model (on-site in Lugano + remote)
- International, multicultural environment with exposure to high-impact digital transformation projects in banking
- Professional growth path and support for Microsoft certification
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