Manager, Finance Business Intelligence & Data Products

Job Summary

The Manager, Finance Business Intelligence & Data Products is responsible for delivering business intelligence, visualization, reporting, and analytics solutions for the Finance organization. This role partners cross-functionally to design, develop, and implement governed, reusable data products and dashboards that monitor key performance indicators and drive business decisions. The role combines hands-on technical leadership with people leadership, advancing modern BI practices such as semantic-layer design, KPI governance, and self-service analytics on a cloud data platform, while maintaining strong standards for data quality, lineage, and documentation.

Job Description

Job Responsibilities:

Business Partnership & Solution Delivery

• Collaborate with Finance leadership and business partners to understand reporting and analytical needs, and translate them into scalable, reusable data products.
• Lead requirements discovery, KPI definition discussions, and design reviews; convert business intent into clear specifications for facts, dimensions, KPIs, and dashboards.
• Manage the design and delivery of dashboards and analytics solutions that monitor key performance indicators and drive business decisions.
• Serve as a trusted advisor on automation, self-service, and rationalization opportunities across the reporting landscape.

BI Platform Development (Microsoft Fabric & Power BI)

• Design, develop, and maintain analytics content on Microsoft Fabric, including Lakehouse / Warehouse objects, semantic models, and Power BI workspaces.
• Build and review high-quality Power BI dashboards and paginated reports with strong UX, performant DAX, and clear narrative.
• Define and apply platform standards such as workspace structure, deployment pipelines, refresh strategy, row-level security, and naming conventions.
• Support modernization of legacy BI assets onto Microsoft Fabric and Power BI, including portfolio rationalization, consolidation, and decommissioning of duplicate reports.

Semantic Layer, Data Modeling & KPI Governance

• Design and evolve a semantic layer for Finance: conformed dimensions, transaction-grain and snapshot facts, and business-facing views aligned to how Finance operates.
• Develop reusable business logic and calculation patterns (DAX, SQL, and Python) that promote consistency and prevent metric drift across reports.
• Lead KPI definition, governance, and documentation - including name, formula, grain, source of record, owner, validation rule, and control sensitivity - maintained in a trusted catalogue.
• Partner with controllership, audit, and risk stakeholders to ensure KPIs supporting close, compliance, and external reporting are accurate and traceable.

Data Engineering, Python & Automation

• Use Python (pandas, notebooks, and Spark / PySpark where applicable) for data analysis, transformation, reconciliation, and automation of recurring Finance tasks.
• Drive process improvements by automating manual reporting, controls evidence, and reconciliations through a combination of data pipelines, notebooks, and Power BI.
• Partner with Data Engineering on layered architecture patterns (e.g., Bronze / Silver / Gold) that ingest data from ERP, operational, and custom source systems.
• Promote modern engineering practices within the team: version control, code review, testing, reusable libraries, and CI / CD for data and reporting assets.

Data Quality, Lineage & Documentation

• Establish and uphold data quality, lineage, and documentation standards across Finance data products, with clear source-to-KPI traceability.
• Implement data quality checks, control rules, and reconciliations between source systems, the semantic layer, and downstream Power BI deliverables.
• Maintain documentation that is usable by both technical and business audiences, including data product descriptions, KPI dictionaries, and change history.
• Foster transparency around known limitations, assumptions, and pending source-system clarifications.

Leadership & Team Development

• Lead and develop a team of BI developers and / or analysts: hiring, coaching, performance management, capacity planning, and career growth.
• Set the technical bar through hands-on review of semantic models, DAX measures, SQL, Python notebooks, and dashboard designs.
• Manage day-to-day operations of the team, including prioritization, intake, delivery commitments, and stakeholder communication.
• Interpret and apply organizational policies; recommend new standards as data products and analytics practices mature.
• Contribute to budgeting decisions for tooling, licensing, and external partners.
• Stay current on BI, data platform, and analytics trends, and translate them into practical recommendations for the Finance organization.

Minimum Job Requirements:

Education

• Bachelor's degree in Computer Science, Math, Business, or related degree.

Work Experience

• At least 5 years of experience delivering Business Intelligence, analytics, or data product solutions in an enterprise environment.
• At least 5 years of dashboard development experience in Power BI (preferred) or a comparable enterprise BI platform (Tableau, WebFOCUS, Cognos, Qlik), including DAX or equivalent expression languages.
• At least 5 years of advanced SQL experience for data analysis, modeling, and performance tuning against large enterprise datasets.
• Demonstrated experience designing data models for analytics - facts, dimensions, conformed grains, and reusable business logic - in a warehouse or lakehouse environment.
• Hands-on experience with semantic layer design and development (Power BI semantic models, tabular models, or comparable).
• Working experience with Python for data analysis, transformation, and automation (pandas, notebooks, or Spark / PySpark).
• Experience defining, documenting, and governing KPIs and metric definitions across multiple stakeholder groups.
• Experience supporting Finance use cases such as reporting, analytics, controls, close, or business partnership, with a working understanding of common Finance data (e.g., General Ledger, AR, AP, Cost / Profit Center).
• Experience working directly with business users to translate reporting needs into scalable, governed data products rather than ad-hoc reports.
• Demonstrated understanding of data lineage, data quality, and documentation standards in an enterprise environment.
• Experience contributing to BI modernization efforts, including migrating reporting assets from legacy BI tools onto a modern cloud BI platform such as Microsoft Fabric / Power BI.
• Track record of working with cross-functional teams to identify and implement solutions to complex problems.
• Strong time management: prioritizing, organizing, and tracking multiple concurrent deliverables with varying deadlines.

Preferred Job Qualifications:

Work Experience

• Hands-on experience with Microsoft Fabric (OneLake, Lakehouse / Warehouse, Direct Lake, Data Pipelines, Notebooks, Dataflows Gen2).
• Experience operating in a layered (e.g., Bronze / Silver / Gold) data architecture and authoring business-facing views consumed by Power BI.
• Experience with ERP-sourced Finance data, such as SAP or comparable enterprise systems.
• Experience deploying Power BI at enterprise scale (deployment pipelines, source control integration, certified datasets, row-level security, sensitivity labels).
• Experience integrating AI / Copilot capabilities into BI workflows.
• Experience directly managing people, including hiring, developing, motivating, and directing analysts or engineers.
• Relevant Microsoft certifications (e.g., PL-300 Power BI Data Analyst, DP-600 Fabric Analytics Engineer) or equivalent demonstrated capability.

Medline Industries, LP, and its subsidiaries, offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.

The anticipated salary range for this position:

$116,000.00 - $174,000.00 Annual

The actual salary will vary based on applicant's location, education, experience, skills, and abilities. This role is bonus and/or incentive eligible. Medline will not pay less than the applicable minimum wage or salary threshold.

Our benefit package includes health insurance, life and disability, 401(k) contributions, paid time off, etc., for employees working 30 or more hours per week on average. For roles where employees work less than 30 hours per week, benefits include 401(k) contributions, paid time off, as well as access to the Employee Assistance Program, Employee Resource Groups and the Employee Service Corp. For a more comprehensive list of our benefits please click here.

We're dedicated to creating a Medline where everyone feels they belong and can grow their career. We strive to do this by seeking diversity in all forms, acting inclusively, and ensuring that people have tools and resources to perform at their best. Explore our Belonging page here.

Medline Industries, LP is an equal opportunity employer. Medline evaluates qualified individuals without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, neurodivergence, protected veteran status, marital or family status, caregiver responsibilities, genetic information, or any other characteristic protected by applicable federal, state, or local laws.