Power BI Lead​/Expert – Financial Services & Banking

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.

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.

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 (work spaces, 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 work streams in Agile environments

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

• 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

• 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