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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Business Intelligence Analyst - **Company:** Uplift, Inc - **Location:** Stamford, CT, United States (Remote available) - **Contract:** Permanent contract - **Skills:** Application Programming Interfaces (APIs), Microsoft Azure, Spreadsheets, Data Architecture, Data Infrastructure, Extract Transform Load (ETL), Data Structures, Data Visualization, Database Queries, Dimensional Modeling, Document-Oriented Databases, Online Analytical Processing, Power BI, SQL Server Analysis Services, Data Streaming, Tableau (Software), Data Layers, Data Lineage, Tools for Reporting, Looker Analytics, Data Pipelines - **Published:** October 9, 2026 - **Apply:** https://www.disabledperson.com/jobs/75935193-business-intelligence-analyst ## About the Role * Finance background - prior experience in FP&A, corporate finance, portfolio/fund reporting, investment banking, or a related finance function, with genuine comfort in financial statements and PE/portfolio metrics. * Strong hands-on Power BI experience - data modeling, DAX, report and dashboard development, and workspace administration. * DealCloud experience required - comfortable working in its data model and configuration, not just viewing records. * Deep understanding of datamarts, cubes, and dimensional modeling - star/snowflake schemas, OLAP cubes or tabular models, and how to design a semantic layer that reports can be built on reliably. * Strong SQL skills and comfort with modern data stack concepts (warehouses, ETL/ELT, APIs). * Ability to work independently across two worlds - sitting in the tech org day-to-day while being responsive and credible to finance/Portfolio Infrastructure stakeholders. * Excellent communicator - equally comfortable in a data model review with engineers and a reporting walkthrough with the CFO. Nice to Have * Experience supporting private equity or portfolio company reporting specifically, versus general corporate BI. * Exposure to Azure Analysis Services, SSAS, or similar cube/tabular-model technologies. * Familiarity with other data visualization or analytics tools (Tableau, Looker) alongside Power BI. * An undergraduate degree in Finance, Accounting, or a related field. ## Description Uplift is looking for a BI Analyst with a finance background to sit at the intersection of technology and portfolio finance infrastructure. You'll live inside the tech team day-to-day, but you'll run with a dotted line to the CFO and the Head of Portfolio Infrastructure, turning portfolio company and fund-level data into reporting and decision intelligence that partners, deal teams, and leadership actually trust and use. This role is equal parts finance fluency and BI engineering: you understand the metrics that matter in private equity, fund performance, portfolio company operating KPIs, deal economics - and you can build the data models, semantic layers, and Power BI reporting that make those metrics self-serve across the firm. What You'll Own Portfolio BI Reporting & Decision Intelligence * Build and maintain Power BI reporting and dashboards that give the CFO, Portfolio Infrastructure and Uplift leadershipa consistent, trusted view of portfolio performance. * Partner with the CFO and Portfolio Infrastructure to translate finance and value-creation questions into structured, repeatable analytics rather than one-off spreadsheet requests. * Own the data modeling behind BI reporting at Uplift: datamarts, cubes, and semantic models that sit between raw source systems and the reports people actually use. * Maintain data quality and consistent metric definitions so "the number" means the same thing whether it's viewed by the CFO, a deal partner, or a Portco CTO. * Partner with portfolio company operating and financial KPI reporting to influence how - revenue, EBITDA, cash flow, and other metrics are tracked across Portcos - with a finance-grade understanding of how those numbers are built. DealCloud & Data Platform * Work hands-on in DealCloud - data model, fields, pipelines, and reporting extracts - as a key source system feeding portfolio BI. * Build and maintain the data pipelines and integrations that move data from DealCloud and other source systems into datamarts and reporting cubes. * Work with the technology team on the underlying data architecture, ensuring the BI layer is built on a scalable, well-governed foundation. Cross-Functional * Act as the bridge between the tech team and finance/Portfolio Infrastructure stakeholders - translating business and investment questions into data requirements, and data structures back into plain-English answers. * Support ad hoc analysis for the CFO and Portfolio Infrastructure around portfolio performance, value creation initiatives, and decision intelligence needs. * Document data definitions, report logic, and data lineage so reporting stays auditable and maintainable as the portfolio grows., * The CFO and Portfolio Infrastructure team have a single, trusted Power BI reporting layer for portfolio performance - no more reconciling competing spreadsheets. * Uplift generated portfolio KPI questions get answered from existing reporting in minutes, not through a new ad hoc data pull each time. * DealCloud data flows cleanly into well-modeled datamarts, and the semantic layer underneath BI reporting is documented and maintainable. * Technology and Finance/Portfolio Infrastructure both see this person as "theirs" - a trusted, embedded partner rather than a ticket queue.