MBA Jobs jobs in Pune, Maharashtra

TEXTAX US ACCOUNTANCY INDIA PVT LTD

Power BI Associate

About Us

Textax US Accountancy India Pvt Ltd is an India-based firm providing accounting and tax services to clients across the United States. A core part of our service is delivering Management Information System (MIS) reports through automated Power BI dashboards. These dashboards connect directly to our clients' accounting systems and refresh on a scheduled basis, giving clients an always-current view of their financial position.

Role Overview

We are looking for a Power BI Associate who combines strong, hands-on Power BI development skills with a solid understanding of financial statements and accounting data. In this role, you will build, automate, and maintain the financial dashboards we deliver to our US clients — turning raw accounting data into clear, accurate, and insightful reports.

The ideal candidate understands not just how to build a dashboard, but what the numbers mean and how they flow from source transactions into financial statements. This is a hybrid role where technical Power BI expertise and financial reporting knowledge are equally important.

Key Responsibilities

Dashboard Development

• Design, develop, and maintain interactive Power BI dashboards that deliver MIS and financial reports to US clients.
• Build robust data models, relationships, and DAX measures to support accurate financial reporting.
• Use Power Query (M) to clean, transform, and shape data sourced from client accounting systems.

Data Integration & Automation

• Connect dashboards to clients' accounting systems (e.g., QuickBooks Online) via connectors, APIs, or databases.
• Configure and manage scheduled/automatic data refresh using Power BI Service, data gateways, and dataflows.
• Monitor refresh schedules, troubleshoot failures, and ensure dashboards stay current without manual intervention.

Financial Reporting

• Translate financial statements — Profit & Loss, Balance Sheet, and Cash Flow — into clear, well-structured visual dashboards.
• Understand and accurately reflect how figures flow from transactions to the general ledger, trial balance, and financial statements.
• Build and present meaningful financial KPIs, ratios, variance analysis, and trends relevant to each client.
• Validate dashboard outputs against source accounting data to ensure accuracy and reconciliation.

Collaboration & Quality

• Work with the accounting/MIS team to understand each client's specific reporting requirements.
• Implement Row-Level Security (RLS) and follow strict data confidentiality practices when handling client financial data.
• Document data models, report logic, and refresh processes for maintainability.
• Continuously improve dashboard design, performance, and usability.

Required Skills & Experience

Power BI / Technical (Must-Have)

• Hands-on experience building dashboards in Power BI Desktop and publishing to Power BI Service.
• Strong DAX skills, including calculated measures and time-intelligence functions.
• Proficiency in Power Query / M for data transformation.
• Sound data-modeling skills (star schema, relationships, fact/dimension design).
• Experience setting up automated/scheduled refresh, data gateways, and dataflows.
• Familiarity with connecting Power BI to accounting systems, databases, or APIs.
• Working knowledge of Row-Level Security (RLS).
• Strong Microsoft Excel skills.

Financial / Accounting (Must-Have)

• Solid understanding of financial statements (P&L, Balance Sheet, Cash Flow) and how they interconnect.
• Understanding of accounting fundamentals — double-entry, general ledger, trial balance — and how transactions roll up into reports.
• Ability to interpret financial data and identify the metrics most meaningful for MIS reporting.
• Comfort reconciling and validating financial figures against source data.

Qualifications

• Bachelor's or Master's degree in Commerce, Accounting, Finance, or a related field (B.Com / M.Com / MBA-Finance). or a Technical Degree like B Tech.
• [2-3] years of hands-on experience building financial/MIS dashboards in Power BI.
• Microsoft Certified: Power BI Data Analyst Associate (PL-300) certification is a strong plus.

Good to Have (Preferred)

• Experience working with US-based clients and US accounting software (QuickBooks Online, Xero, etc.).
• Familiarity with US GAAP or US financial reporting concepts.
• Knowledge of SQL.
• Exposure to Power Automate or other automation tools.
• Exposure to Python or R for data work.

Soft Skills

• Strong attention to detail and a commitment to data accuracy.
• Good analytical and problem-solving ability.
• Clear written and verbal communication (interaction with US clients/teams may be required).
• Ability to manage multiple client dashboards and meet deadlines.

What We Offer

• [Compensation: as per experience / industry standards.]
• [Benefits, growth opportunities, exposure to US clients, etc.]

Pay: ₹240,000.00 - ₹300,000.00 per year

Benefits:

• Food provided
• Paid time off
• Provident Fund

Work Location: In person