AVP, Data Analytics & Reporting - Power BI & Data Engineering Lead

LPL Financial • Fort Mill, SC

4d

About The Position

Lead with Purpose, Unlock Your Team’s Passion Where Ambition Meets Innovation Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. As our analytics footprint rapidly expands, this role offers the opportunity to shape enterprise-wide reporting strategy, build cutting-edge BI solutions, and leverage modern AI capabilities. You will lead transformative initiatives that elevate insight delivery, power strategic decision-making, and advance our analytics maturity across the organization. Job Overview The AVP, Data Analytics & Reporting serves as the enterprise lead architect and developer for advanced Power BI reporting solutions. This role is responsible for designing, developing, and maintaining complex dashboards powered by live, multi‑system data sources. The AVP will serve as the resident expert in Power BI, Python, DAX, and modern data-integration tools while guiding junior analysts and ensuring scalable, high‑quality analytics delivery.

Requirements

• Minimum of 7 years of experience in BI development, data analytics, or similar technical analytics roles.
• Expert-level proficiency in Power BI, including DAX, Power Query, advanced modeling, and enterprise deployment.
• Demonstrated experience integrating live data sources including APIs, SQL, SharePoint, and Jira.
• Hands-on experience with Python skills for analytics, automation, and data transformation.

Nice To Haves

• Proven ability to lead technical problem‑solving and mentor junior analysts.
• Experience with Microsoft Fabric or similar cloud analytics platforms.
• Familiarity with AI‑augmented analytics and Copilot capabilities.
• Background in enterprise‑scale data governance and documentation practices.

Responsibilities

• Power BI Ownership Serve as the primary developer and technical owner for all advanced Power BI dashboards.
• Build complex data models leveraging DAX, Python integration, and query optimization.
• Establish standards for BI development, governance, versioning, and deployment.
• Drive innovation in visualization design, predictive modeling, and reporting automation.
• Data Engineering & Integration Connect, transform, and manage live multi‑system data sources including APIs, Jira connectors, SharePoint lists, SQL databases, and additional platforms.
• Leverage modern AI tools to enhance dashboard functionality, automate data preparation, and advance reporting maturity.
• Create pipelines and automated refresh strategies for high‑availability reporting.
• Troubleshoot and resolve dataset performance, gateway, and connectivity issues.
• Technical Leadership Mentor junior analysts in Power BI, Python, and data modeling best practices.
• Stay current on advancements in AI/ML features within Power BI, Microsoft Fabric, Copilot, and related ecosystems.
• Partner with stakeholders to refine requirements, validate data quality, and deliver impactful insights.
• Provide escalation support for SharePoint, Jira‑to-SharePoint integrations, and cross-platform data ingestion.
• Proactively identify blockers and develop creative, technically sound alternate solutions.
• Analytics & Innovation Utilize Python and tools such as Anaconda to support advanced analytics, cleansing, and custom transformations.
• Drive innovation in visualization design, predictive modeling, and reporting automation.
• Partner with business teams to refine requirements and improve insights delivery.
• Collaboration & Governance Collaborate closely with Technology, Product, and Business partners to ensure high‑quality, timely data.
• Maintain clear documentation for all models, pipelines, and integrations.
• Uphold data governance, security, and compliance standards.

Benefits

• LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed