IT Analyst Applications (Financial & Operational Reporting Power BI Developer – Insurance Analytics)

Career Area:

Job Description:

Your Work Shapes the World at Caterpillar Inc.

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When you join Caterpillar you are joining a team of makers innovators and doers. We are the people who roll up our sleeves and do the work to build a better world. We dont just talk about progress and innovation. We make it happen. And we are proud of that because it helps our customers build and power the world we live in the roads hospitals homes and infrastructure. Without a dedicated workforce Caterpillar could not effectively meet our customers needs. Join us.

Job Summary

We are seeking a skilled IT Analyst Applications (Financial & Operational Reporting - Power BI Developer Insurance Analytics) to join Applications Development & Intelligence Automation -CAT IT Division

We are seeking a mid-level to senior Power BI Developer with strong dashboard UI/UX expertise to design and deliver high-impact intuitive analytics experiences for business stakeholders within Caterpillar Financial Insurance Services (CFIS). This role sits within the BI Data and AI team and is responsible for end-to-end dashboard development from business requirements and wireframing through semantic model alignment DAX measures Power Query transformations and performance optimization. The developer will play a key role in maintaining and expanding our library of 18 key dashboards and 100 governed reports that drive financial operational and strategic decision-making across the insurance division.

The preference for this role is to be based out of Whitefield PSN Office Bangalore India

What you will do

• End-to-End Dashboard Development:Own the full lifecycle of Power BI report and dashboard development requirements gathering wireframe/mockup creation data model alignment DAX measure authoring Power Query transformations visual design user acceptance testing and production deployment. Ensure every deliverable is accurate fast and easy to consume.
• Financial & Operational Reporting:Build and maintain dashboards that support key insurance business functions including policy administration claims analysis premium reporting loss ratios dealer solutions metrics pricing analytics and operational KPIs. Understand the business context behind the data and translate it into actionable self-explanatory visualizations.
• Semantic Model & Certified Data Source Alignment:Work closely with data modelers and the ETL team to consume governed business-friendly semantic views published from Snowflake. Ensure Power BI semantic models (formerly datasets) are properly aligned with certified definitions consistent field naming correct relationships and optimized for DirectQuery or Import mode depending on the use case.
• UI/UX Design & Visualization Best Practices:Apply a user-centered design mindset to produce accessible consistent and visually compelling dashboards that drive adoption. Follow established CFIS design standards for layout color schemes navigation (drill-through drill-down bookmarks tabs) and accessibility. Create reusable templates and visual patterns that raise the quality bar across the entire report portfolio.
• Row-Level Security & Governance:Implement and maintain row-level security (RLS) to enforce data access policies across reports. Support deployment governance practices including environment management (Dev Pre-Prod Prod) version control change advisory board (CAB) review processes and release notes documentation.
• Performance Tuning & Optimization:Monitor and optimize report performance identifying slow-loading visuals inefficient DAX bloated models or excessive data volume and implement best practices such as aggregations query folding incremental refresh and model size reduction.
• Collaboration & Knowledge Sharing:Work closely with onshore team leads data modelers ETL developers business analysts and project managers to align report deliverables with business priorities. Participate in CAB reviewsweekly release notes maintain user guides and support business user onboarding to Power BI.

What you will have

• 5 years of experience in business intelligence data analytics or report development
• 3 years hands-on experience with Power BI Desktop and Power BI Service(report authoring publishing workspace management app distribution)
• Strong proficiency in DAX(calculated measures time intelligence complex aggregations) and Power Query / M(data transformations query folding parameterized queries)
• Experience designing and optimizing semantic models(relationships star schemas Import vs. DirectQuery mode selection)
• Demonstrated UI/UX design skills ability to create intuitive accessible visually polished dashboards
• Experience implementing row-level security (RLS)and environment-based deployment governance (Dev/Test/Prod)
• Strong SQL proficiency for data validation troubleshooting and ad hoc analysis
• Excellent communication and collaboration skills; ability to work effectively in a distributed global team
• This position requires candidate to work a 5-day -a -week schedule in the office.
• Shift Timing: 01:00Noon -10:00PM IST

Preferred:

• Power BI Paginated Report Builder for our standard accounting and financial reporting
• Experience connecting Power BI to Snowflake(SSO DirectQuery Import)
• Familiarity with Snowflake semantic viewsor governed data layers as a consumption source
• Experience with Streamlitor other lightweight data application frameworks
• Exposure to self-service analytics platforms or natural language query tools (e.g. Polaris AI / Snowflake Intelligence)
• Insurance financial services or regulated industry domain experience
• Experience with Power BI REST APIs deployment pipelines or CI/CD for BI assets
• Power BI certifications (PL-300 or equivalent)

Skills desired:

Core Application Systems: Knowledge of major production application systems used for delivery of services to internal and external clients; ability to leverage major production application systems in diverse situations.
Level Working Knowledge:
Helps create contingency plans to mitigate impact of disruption on core applications.
Identifies key players criticalities roles and responsibilities.
Investigates application-related issues with both business and IT professionals.
Recommends enhancements for a major application system or related subsystems.
Works with core application systems for a major business unit or function.

Problem Solving: Knowledge of approaches tools techniques for recognizing anticipating and resolving organizational operational or process problems; ability to apply knowledge of problem solving appropriately to diverse situations.
Level Working Knowledge:
Identifies and documents specific problems and resolution alternatives.
Examines a specific problem and understands the perspective of each involved stakeholder.
Develops alternative techniques for assessing accuracy and relevance of information.
Helps to analyze risks and benefits of alternative approaches and obtain decision on resolution.
Uses fact-finding techniques and diagnostic tools to identify problems.

Application Design Architecture: Knowledge of application design and architecture principles and practices; ability to utilize application design methodologies tools and techniques to convert business requirements and logical models into a technical application design.
Level Extensive Experience:
Analyzes system requirements and translates them into detailed design specifications.
Designs complex application architectures that meet performance scalability and reliability requirements.
Evaluates and selects appropriate pattern components technologies and tools for application development; integrates them with technical design.
Leads application design reviews and walkthroughs to ensure alignment between business requirements and technical solution.
Troubleshoots complex design issues and provides innovative solutions.
Prepares technical design documents and blueprints for applications.

Implementation: Knowledge of how to run applications for organizations; ability to implement application software within an organization and help end-users perform specific tasks (ex: accounting or graphic design).
Level Working Knowledge:
Tracks problems associated with the quality and effectiveness of application software.
Researches the benefits and drawbacks of an organizations application software.
Drafts application software usage for the departments needs.
Provides instant support for end users of application software.
Implements a specific application software under the supervision of management.

Requirements Analysis: Knowledge of tools methods and techniques of requirement analysis; ability to elicit analyze and record required business functionality and non-functionality requirements to ensure the success of a system or software development project.
Level Working Knowledge:
Follows policies practices and standards for determining functional and informational requirements.
Confirms deliverables associated with requirements analysis.
Communicates with customers and users to elicit and gather client requirements.
Participates in the preparation of detailed documentation and requirements.
Utilizes specific organizational methods tools and techniques for requirements analysis.

System and Technology Integration: Knowledge of the features and facilities of systems; ability to integrate and communicate among applications databases and technology platforms.
Level Working Knowledge:
Assists with current and planned integration initiatives.
Explores major issues and considerations for successful system integration.
Works with applications data technology bridges and a variety of platforms.
Works with existing interfaces as well as integration and migration plans within own area.
Plays an active role in local integration efforts.

System Testing: Knowledge of system and software testing; ability to design plan and execute system testing strategies and tactics to ensure the quality of software at all stages of the system life cycle.
Level Working Knowledge:
Supports the project leader in developing and executing system test plans.
Evaluates system documentation and user manuals for usability accuracy and completeness.
Executes test cases analyzes test results and reports on findings regularly.
Tests system components for compliance with functional requirements.
Participates in the testing of a systems ability to recover from hardware or software failures.

What you will get:

• Work Life Harmony
• Earned and medical leave.
• Relocation assistance

Holistic Development

• Personal and professional development through Caterpillar s employee resource groups across the globe
• Career developments opportunities with global prospects

Health and Wellness

• Medical coverage -Medical life and personal accident coverage
• Employee mental wellness assistance program

Financial Wellness

• Employee investment plan
• Pay for performance -Annual incentive Bonus plan.

Additional Information:

Caterpillar is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status; however as a global company Caterpillar offers many job opportunities outside of the U.S. which can be found through our employment website at position requires working onsite five days a week.

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