Power BI Financial Dashboard Development

I’m looking for an experienced Power BI developer to build a financial dashboard that provides clear visibility into performance, with a strong focus on budget vs actual analysis and KPI tracking.

All underlying data will be provided in Excel format. The goal is to transform this data into a clean, interactive, and management-ready dashboard that supports decision-making.


Scope of Work
• Review and structure the provided Excel data
• Build a robust data model within Power BI
• Create DAX measures for key financial metrics
• Develop an interactive dashboard with filters and drill-down capability


Key Metrics to Include
• Revenue, Costs, and Net Profit
• Budget vs Actual (with variance analysis)
• Monthly and Year-to-Date (MTD/YTD) performance
• Receivables and Payables overview
• Any additional KPIs that improve financial visibility


Deliverables
• Fully functional .pbix file
• Clean and well-structured data model
• Clearly written DAX measures
• Dashboard with intuitive layout and visuals
• Short walkthrough (video or notes) explaining logic and refresh process


Acceptance Criteria
• All figures must reconcile with source Excel data
• Filters (date, department, etc.) should update visuals correctly
• Dashboard should be easy to understand for non-technical users
• Performance should be smooth (no lag on standard usage)


Ideal Candidate
• Strong experience in Power BI (data modeling + DAX)
• Background in financial reporting / analysis
• Ability to present data in a clear, business-friendly way
• Attention to detail and accuracy


To Apply

Please include:
• A brief outline of your approach
• Examples of similar dashboards (if available)
• Estimated timeline