Director, Business Intelligence & Reporting

Director, Business Intelligence & Reporting

Position Overview

The Director, Business Intelligence & Reporting, is responsible for leading the strategy, architecture, development, governance, and continuous improvement of enterprise reporting and analytics. This role serves as the organization’s subject matter expert for Microsoft Power BI and bridges complex data infrastructure with executive and operational decision-making.

Working closely with Finance, Data Platform, Engineering, IT, Security, and business leaders, the Director will establish scalable reporting standards, consistent KPI definitions, trusted semantic models, and production-grade dashboards that deliver clear, actionable insights.

The role will maintain continuity of critical reporting while helping transition manual and legacy reporting processes into a governed enterprise environment. It will also support the broader Enterprise Data Strategy by aligning dashboards, reporting logic, data-quality controls, and source-system reconciliation with the future-state data platform.

Primary Responsibilities

Enterprise Reporting Strategy & Architecture:

Define and execute the enterprise roadmap for Power BI reporting and analytics. Partner with engineering and business teams to transition legacy reporting into scalable semantic models, governed data hubs, and reusable reporting assets.

Business Intelligence Delivery:

Own the design, development, maintenance, and continuous improvement of enterprise dashboards, recurring management reporting, and executive reporting across Finance, Sales, Operations, Product, and other business functions.

Advanced Power BI Development:

Architect and deliver complex, interactive Power BI reports and dashboards. Develop optimized DAX calculations and Power Query/M transformations and promote efficient performance across large, multi-source datasets

Data Modeling & Integration:

Partner with data engineers and cross-functional teams to integrate data from disparate enterprise systems. Design robust dimensional and star-schema models and define clear relationships between reporting outputs and underlying data sources.

Reporting Transformation:

Lead the transition from manual, spreadsheet-based, and legacy reporting processes toward repeatable, scalable, consistent, and well-documented reporting solutions while maintaining continuity of critical business reporting.

Data Quality, Reconciliation & Validation:

Establish controls to validate reporting outputs against source systems, agreed business definitions, formulas, and cutoff dates. Identify reporting exceptions and data inconsistencies and coordinate resolution with appropriate data and business owners.

KPI & Metric Governance:

Partner with stakeholders to establish consistent KPI definitions, calculation methodologies, ownership, lineage, and conflict-resolution processes. Maintain documentation for report logic, source systems, dependencies, and business use.

BI Governance & Best Practices:

Partner with IT and Security to establish Power BI workspace governance, access protocols, security standards, deployment practices, and performance monitoring. Standardize user experience, visual design, layout frameworks, and calculation conventions.

Executive Advisory & Business Partnership:

Serve as a strategic advisor to executives and department leaders. Translate high-level business questions into precise analytical requirements and decision-ready dashboards, reports, and insights.

Enterprise Data Strategy Alignment:

Represent the reporting and analytics workstream within the broader Enterprise Data Strategy. Partner with the Data Platform organization to determine which reporting assets should be retained, redesigned, consolidated, migrated, or retired.

Team & Vendor Leadership:

Provide technical direction and quality oversight to analysts, developers, consultants, and vendors supporting reporting and analytics. Establish development standards, conduct solution reviews, and promote knowledge transfer and documentation.

Innovation & AI Enablement:

Evaluate practical emerging capabilities, including AI-assisted analytics, Microsoft Copilot for Power BI, and advanced predictive features, in partnership with Data, IT, Security, and business stakeholders.

Minimum Qualifications

• Bachelor’s degree in Data Analytics, Computer Science, Information Systems, Business Intelligence, Finance, or a related field, or equivalent professional experience.
• 8+ years of progressive experience in Business Intelligence, analytics, enterprise reporting, or advanced data visualization, including ownership of enterprise-scale Power BI solutions.
• Expert-level proficiency with Power BI Desktop and Power BI Service, including semantic models, DAX, Power Query/M, gateways, workspaces, security, deployment pipelines, and performance optimization.
• Advanced SQL proficiency and strong knowledge of dimensional modeling, star-schema design, data warehousing principles, and ETL/ELT concepts.
• Demonstrated experience reconciling reporting outputs to source-system data and establishing reporting validation and quality-control processes.
• Experience defining enterprise KPIs, metric standards, reporting governance, documentation, and data lineage expectations.
• Ability to translate complex business requirements and ambiguous questions into clear technical specifications and decision-useful reporting solutions.
• Strong executive communication, stakeholder management, analytical, problem-solving, and documentation skills.
• Experience partnering across Finance, Data, Engineering, IT, Security, Sales, Operations, and Product functions.

Preferred Qualifications

• Experience with Microsoft Fabric or a comparable modern enterprise data platform.
• Experience modernizing or migrating legacy reporting environments and consolidating redundant dashboards and reports.
• Experience supporting financial, customer, sales, operational, and executive or Board-level reporting.
• Experience with enterprise data governance, master data management, data cataloging, or data lineage initiatives.
• Microsoft Certified: Power BI Data Analyst Associate (PL-300), Fabric Analytics Engineer Associate (DP-600), or comparable credentials.

About Us

Rectangle Health, a leading financial technology company, empowers medical, dental and specialty practices with seamless and secure technology to drive revenue by increasing patient payments and streamlining practice management and payment processing. Since 1992, the company’s innovative solutions have reduced administrative burden and rebalanced the ledger for its thousands of healthcare providers in the U.S., reliably processing billions of dollars in payments annually.

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