It Analyst Applications (financial & Operational Reporting - Power Bi Developer – Insurance Analytics)

Caterpillar Caterpillar · Industrial · Bangalore, Karnataka

This role is for a Power BI Developer focused on financial and operational reporting within the insurance analytics domain. The responsibilities include end-to-end dashboard development, semantic model alignment, UI/UX design, implementing row-level security, performance tuning, and collaboration with data teams. The role requires strong proficiency in Power BI, DAX, Power Query, SQL, and experience with BI development lifecycles.

What you'd actually do

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.

Skills

Required

  • 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