Power BI Lead Expert – Financial Services & Banking

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 (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

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