Business Intelligence; BI Developer

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska:
Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Design and deliver scalable, high‑quality analytics and reporting solutions that support enterprise decision‑making. Partner closely with data architecture, data engineering, product, and design stakeholders to translate complex requirements into intuitive, governed, and performant analytics assets. Own analytics work end‑to‑end while balancing innovation, usability, and long‑term scalability within a regulated business environment.

• Enterprise Analytics Development:
  Design, build, and maintain enterprise analytics solutions in collaboration with data architecture, data engineering, and product partners. Deliver production‑ready dashboards that meet enterprise standards for quality, performance, and security.
• Data Modeling & Architecture Alignment:
  Partner with data architecture to ensure analytics are built on well‑modeled, governed, and scalable data structures. Apply strong data modeling principles, including fact and dimension modeling, grain definition, conformed dimensions, and performance optimization.
• Power BI Platform Ownership:
  Develop and optimize Power BI solutions using semantic models, DAX, refresh strategies, security models, and deployment patterns. Tune performance and ensure analytics assets are reliable, scalable, and maintainable.
• End‑to‑End Analytics Ownership:
  Own analytics initiatives from ambiguous requirements through delivery, iteration, and ongoing support. Navigate evolving needs while maintaining clear accountability for outcomes.
• User Experience & Design Focus:
  Apply a strong user‑centered mindset to ensure dashboards are intuitive, performant, and decision‑oriented. Balance functional requirements with thoughtful design and usability.
• Data Quality & Governance:
  Ensure analytics assets meet enterprise standards for documentation, governance, and security. Partner with upstream teams to identify, resolve, and prevent data quality issues.
• Innovation & Continuous Improvement:
  Balance innovation, including AI‑assisted analytics capabilities, with pragmatic architectural decisions that support long‑term scalability and reliability.
• Other Duties:
  Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

• Bachelor’s degree in computer science, information systems, mathematics, statistics, or a related field required. One year of relevant experience may be substituted for required education.
• Minimum of three years of experience developing enterprise analytics or business intelligence solutions required.
• Advanced experience developing enterprise dashboards using Power BI or a comparable BI platform required.
• Strong SQL skills and demonstrated fluency in data modeling and data warehousing concepts required.
• Hands‑on experience with Power BI semantic models, DAX, and performance tuning required.
• Demonstrated experience working with production‑grade data pipelines and governed datasets required.
• Solid understanding of enterprise data architecture…