Business Intelligence (BI) Developer

Business Intelligence (BI) DeveloperPCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. Private Client Select offers property and casualty personal insurance solutions and risk management services that meet the unique and complex needs of High-Net-Worth clients. We understand their passions and are committed to preserving the life that they have built.PCS employs approximately five hundred staff members. The company has offices in New York, NY; Edison, NJ; St. Petersburg, FL; Schaumburg, IL; and San Diego, CA. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. This role is considered hybrid; the expectation is two days' presence in the St. Petersburg, FL, Schaumburg, IL, or Edison, NJ office.Key ResponsibilitiesDesign, develop, and maintain scalable Power BI dashboards and reportsBuild and manage data models, including developing efficient DAX measures and calculationsExtract, transform, and validate data from multiple sources (Oracle, SQL Server, Salesforce, Excel)Analyze insurance-related data such as premiums, claims, and underwriting performancePartner with business stakeholders to gather, refine, and translate requirements into effective reporting solutionsPresent insights and recommendations to executive leadership in a clear, concise, and business-relevant mannerEnsure consistency, accuracy, and reliability of data across all reporting assetsProactively identify data issues, discrepancies, and anomalies, and drive resolutionOptimize performance of dashboards, queries, and data modelsSupport ad hoc analysis and reporting requests in a dynamic environmentExplore and implement alternative solutions (e.g., scripting, automation, or new tools)Prepare and deliver executive-ready datasets and reports in ExcelExcel & Executive ReportingBuild and maintain structured, presentation-ready Excel reports for leadershipUse advanced Excel capabilities (pivot tables, formulas, lookups)Transform raw data into clean, intuitive, and formatted outputsEnsure alignment between Excel deliverables and BI dashboardsRespond to time-sensitive executive requestsData Quality & ValidationValidate and reconcile data across systems (Oracle/SQL Server vs. Salesforce)Perform root cause analysis on discrepanciesApply best practices for QA, reconciliation, and documentationPartner with upstream data teams to resolve issuesEnsure reporting outputs are reliable and auditableStakeholder Engagement & CommunicationWork with business leaders and executives to understand needsTranslate ambiguous requirements into structured solutionsCommunicate insights in a clear, business-friendly mannerPresent findings and respond to stakeholder questionsProvide thoughtful pushback when neededManage competing priorities in a fast-paced environmentRequired Skills, Knowledge, and Education3–5 years of experience in BI or data analyticsStrong Power BI experience including DAX and modelingProficiency in SQL (Oracle and/or SQL Server)Advanced Excel skills (pivot tables, formulas, reporting)Experience with Salesforce and Excel dataData validation and data quality experienceStrong analytical and problem-solving skillsExperience presenting to executive stakeholdersCuriosity and willingness to learn new toolsApplicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future.Preferred QualificationsInsurance industry experience (claims, premiums, underwriting)Python for analysis or automationM365 tools (Excel, SharePoint, Teams, Power Automate)Data warehousing and ETL knowledgeExperience with large datasetsEqual Employment Opportunity PolicyPCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.