Business Intelligence Analyst

About the Role

Uplift is looking for a BI Analyst with a finance background to sit at the intersection of technology and portfolio finance infrastructure. You'll live inside the tech team day-to-day, but you'll run with a dotted line to the CFO and the Head of Portfolio Infrastructure , turning portfolio company and fund-level data into reporting and decision intelligence that partners, deal teams, and leadership actually trust and use.

This role is equal parts finance fluency and BI engineering: you understand the metrics that matter in private equity, fund performance, portfolio company operating KPIs, deal economics — and you can build the data models, semantic layers, and Power BI reporting that make those metrics self-serve across the firm.

What You'll Own

Portfolio BI Reporting & Decision Intelligence

Build and maintain Power BI reporting and dashboards that give the CFO, Portfolio Infrastructure and Uplift leadershipa consistent, trusted view of portfolio performance.

Partner with the CFO and Portfolio Infrastructure to translate finance and value-creation questions into structured, repeatable analytics rather than one-off spreadsheet requests.

Own the data modeling behind BI reporting at Uplift: datamarts, cubes, and semantic models that sit between raw source systems and the reports people actually use.

Maintain data quality and consistent metric definitions so "the number" means the same thing whether it's viewed by the CFO, a deal partner, or a Portco CTO.

Partner with portfolio company operating and financial KPI reporting to influence how — revenue, EBITDA, cash flow, and other metrics are tracked across Portcos — with a finance-grade understanding of how those numbers are built.

DealCloud & Data Platform

Work hands-on in DealCloud — data model, fields, pipelines, and reporting extracts — as a key source system feeding portfolio BI.

Build and maintain the data pipelines and integrations that move data from DealCloud and other source systems into datamarts and reporting cubes.

Work with the technology team on the underlying data architecture, ensuring the BI layer is built on a scalable, well-governed foundation.

Cross-Functional

Act as the bridge between the tech team and finance/Portfolio Infrastructure stakeholders — translating business and investment questions into data requirements, and data structures back into plain-English answers.

Support ad hoc analysis for the CFO and Portfolio Infrastructure around portfolio performance, value creation initiatives, and decision intelligence needs.

Document data definitions, report logic, and data lineage so reporting stays auditable and maintainable as the portfolio grows.

What You Bring

Finance background — prior experience in FP&A, corporate finance, portfolio/fund reporting, investment banking, or a related finance function, with genuine comfort in financial statements and PE/portfolio metrics.

Strong hands-on Power BI experience — data modeling, DAX, report and dashboard development, and workspace administration.

DealCloud experience required — comfortable working in its data model and configuration, not just viewing records.

Deep understanding of datamarts, cubes, and dimensional modeling — star/snowflake schemas, OLAP cubes or tabular models, and how to design a semantic layer that reports can be built on reliably.

Strong SQL skills and comfort with modern data stack concepts (warehouses, ETL/ELT, APIs).

Ability to work independently across two worlds — sitting in the tech org day-to-day while being responsive and credible to finance/Portfolio Infrastructure stakeholders.

Excellent communicator — equally comfortable in a data model review with engineers and a reporting walkthrough with the CFO.

Nice to Have

Experience supporting private equity or portfolio company reporting specifically, versus general corporate BI.

Exposure to Azure Analysis Services, SSAS, or similar cube/tabular-model technologies.

Familiarity with other data visualization or analytics tools (Tableau, Looker) alongside Power BI.

An undergraduate degree in Finance, Accounting, or a related field.

What Success Looks Like

The CFO and Portfolio Infrastructure team have a single, trusted Power BI reporting layer for portfolio performance — no more reconciling competing spreadsheets.

Uplift generated portfolio KPI questions get answered from existing reporting in minutes, not through a new ad hoc data pull each time.

DealCloud data flows cleanly into well-modeled datamarts, and the semantic layer underneath BI reporting is documented and maintainable.

Technology and Finance/Portfolio Infrastructure both see this person as "theirs" — a trusted, embedded partner rather than a ticket queue.

Logistics

Location / Work model: Hybrid — Darien, CT preferred; open to remote

We do not sponsor visas. Must be eligible to work in the USA