BI & Financial Planning Manager

Manager, Business Intelligence and Financial Planning Applications

Overview :

The Manager of Business Intelligence and Financial Planning Applications reports to the Vice President of Business Intelligence and plays a key role in scaling and governing the organization's Microsoft data ecosystem, which includes SQL Server, Azure Managed Instance, Power BI, and Excel. This position is responsible for architecting, enhancing, and maintaining enterprise-wide Power BI semantic models that serve as the foundation for financial and operational analytics across the hotel portfolio.

The ideal candidate combines strong financial acumen with advanced technical proficiency in Power BI, Tabular Editor, SQL Server, and Excel. This is a highly hands-on role that partners closely with stakeholders across Finance, Sales, Operations, and Revenue Management to design and refine analytical solutions. The candidate will work directly with business users to translate operational and financial needs into scalable models, perform rigorous data validation, and enable self-service analytics through robust, standardized data architecture.

Key Duties and Responsibilities :

• Architect and maintain scalable, governed Power BI semantic models aligned with enterprise data standards.
• Partner with Finance, Operations, and IT to translate business requirements into data models, KPIs, and dashboards that support strategic and operational objectives.
• Develop advanced DAX measures and calculation groups using Tabular Editor to standardize and optimize reporting logic across workspaces.
• Write and validate SQL queries, stored procedures, functions, and other programmable objects within SQL Server and Azure environments to support model development and data validation.
• Collaborate with the Data Engineering to build, test, and deploy structured datasets that are optimized to work within a Tabular Star Schema architecture
• Implement and enforce Power BI governance standards, including workspace structure, naming conventions, data lineage documentation, and deployment pipelines.
• Build and maintain Excel-based analytics tools leveraging :
• Dynamic Arrays for flexible modeling and scenario analysis
• Visual Basic for Applications (VBA) for automation and process control
• Power BI connections (PivotTable connections, CUBEVALUE / CUBEMEMBER functions) to surface semantic model data directly in Excel
• Validate report outputs, troubleshoot data integrity issues, and ensure consistency across reporting layers.
• Contribute to continuous improvement initiatives for data accessibility, performance, and user experience.

Education :

Bachelor's Degree in Finance, Accounting, Data Analytics, Computer Science, or a related field required.

Experience and Skills :

From basic benefits to added advantages, Crestline Hotels & Resorts does what it takes to take care of our Associates—both in and outside of work. Benefits include Health and Welfare plans to include Medical / Dental / Vision options, Competitive Paid Time Off, 401k Savings Plan with Company Match, Volunteer Opportunities, Educational Assistance, Travel Discounts, and more!

Please note : submissions from external recruiting agencies will not be considered.

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