Consultant: Power BI​/Business Intelligence Analyst

PATH is a global nonprofit dedicated to achieving health equity. With more than 40 years of experience forging multisector partnerships and with expertise in science, economics, technology, advocacy, and dozens of other specialties, PATH develops and scales up innovative solutions to the world's most pressing health challenges.

PATH is implementing a large, complex global health project that requires timely monitoring of program performance, financial health, and milestone achievement across multiple countries and work streams. Data relevant to project management currently resides across several systems, including internal project reporting tools, Business World, Salesforce, monitoring and evaluation (M&E) systems, and other organizational data sources.

To strengthen data-driven decision-making, PATH seeks a short-term consultant to design and develop a suite of Power BI dashboards and reporting tools that integrate data from multiple systems and provide actionable insights for project teams, financial managers, and executive leadership.

The Power BI / Business Intelligence Analyst will design and develop automated business intelligence solutions that consolidate project performance, operational, and financial data into interactive dashboards and reporting products. The consultant will work closely with project leadership, Finance, the Office of Grants and Contracts (OGC), and the project Monitoring, Evaluation, and Learning (MEL) team to create dashboards that support monitoring, forecasting, and decision-making at multiple organizational levels.

The consultant will help establish a sustainable reporting architecture that enables users to monitor performance against targets, track expenditures against budgets, forecast future spending and performance trends, and identify risks to project delivery and financial health.

• Conduct consultations with project leadership, Finance, and MEL staff to understand reporting requirements, key performance indicators (KPIs), and decision-making needs.
• Review existing reporting systems, data sources, and dashboards.
• Develop data visualization tailored to different stakeholder audiences.
• Recommend dashboard architecture and reporting approaches that support ongoing decision-making and performance management.

• Design and develop Power BI dashboards that integrate data from:
  • Business World
  • Salesforce
  • Internal project reporting systems
  • Monitoring and evaluation databases
  • Budget and financial management tools
  • Other approved data sources as needed
• Establish automated or semi-automated data refresh processes where feasible.
• Develop a data model that enables accurate, consistent reporting across systems.
• Create user-friendly visualizations, drill-down functionality, and interactive reporting features.

• With guidance from the project leadership (Project Director, MEL Director, Senior Advisor Performance, and the Director of Finance and Administration):
  • Develop dashboards that monitor:
    • Project performance against targets
    • Milestone achievement and implementation progress
    • Country and workstream performance
    • Key MEL indicators
    • Operational risks and implementation bottlenecks
  • Assist the Performance Team in the design and visualization of forecasting tools that enable project teams to:
    • Project future performance against targets
    • Identify performance gaps and areas requiring corrective action
    • Monitor trends over time
  • Develop dashboardsand analytical tools that support:
    • Budget monitoring
    • Burn-rate analysis
    • Revenue tracking
    • Expenditure forecasting
    • Financial risk monitoring
    • Variance analysis
    • Cost center and country-level financial performance reviews
  • Establish alert system whereby emails or DMs are triggered at defined thresholds
  • Create executive-level financial summaries that facilitate strategic decision-making.

• Develop technical documentation outlining dashboard architecture, data sources, and maintenance requirements.
• Conduct demonstrations and training sessions for PATH staff.
• Provide recommendations for long-term dashboard maintenance and enhancement.

• Requirements Assessment and Dashboard Design Plan
  • Summary of stakeholder requirements.
  • Dashboard architecture and reporting framework.
• Power BI Data Model and Data Integration Framework
  • Documentation of data sources, transformations, and refresh processes.
• Operational…