Business Intelligence Reporting/ Web Developer

About the role

The BI Reporting & Web Developer is a hybrid technical role within the Unique Assets Development team, responsible for both enterprise reporting and client-facing web development. The developer will design and maintain SSRS reports and Power BI dashboards that surface trust accounting data to internal and external stakeholders, while also contributing to web-based applications and tools that support the team’s broader platform. This role requires strong SQL skills, hands-on SSRS and Power BI experience, and proven web development capability. The ideal candidate is comfortable moving between reporting and application development work, communicates well with business stakeholders, and thrives in a regulated financial systems environment.

Responsibilities

• Design, develop, test, and deploy SSRS reports for internal stakeholders, client-facing statements, and regulatory outputs
• Build and maintain Power BI dashboards with drill-down, filtering, and KPI visualizations
• Translate business requirements from BAs, operations, and management into accurate, well-documented reporting solutions
• Manage SSRS subscriptions, permissions, and scheduled report delivery
• Ensure report accuracy and consistency with source data and business rules
• Design and develop web applications and internal tools in support of the Unique Assets platform
• Build responsive, accessible front-end interfaces using HTML, CSS, and JavaScript (VueJS, React or Angular preferred)
• Leverage AI-assisted development tools (e.g., Claude Code, GitHub Copilot, Cursor, and similar platforms) to accelerate web development, improve code quality, automate repetitive tasks, and enhance productivity while adhering to established coding standards and security best practices
• Collaborate with the broader development team on architecture, code reviews, and best practices
• Apply version control (Git) and participate in SDLC processes including code review and QA
• Write complex T-SQL queries, stored procedures, views, and functions to support reporting and application data needs
• Optimize query performance for large financial and trust accounting datasets
• Work with data warehouses, OLTP databases, and staging environments to source and shape data
• Collaborate with DBAs to ensure data quality, integrity, and access patterns are maintained
• Partner with business analysts, QA, and operations staff through requirements gathering, UAT, and post-deployment validation
• Engage stakeholders on adjacent legacy systems (e.g. Rocket Universe) to understand source data structure and lineage ahead of SQL replication
• Document report logic, data sources, API contracts, and field definitions for maintainability
• Support end-users with report and application questions, training, and ad hoc analysis

Requirements

• 3+ years of hands-on SSRS report development in a production environment
• 2+ years of Power BI development
• 3+ years of SQL Server development with strong T-SQL proficiency
• 2+ years of web application development with HTML, CSS, JavaScript, and at least one modern front-end framework (VueJS, React or Angular strongly preferred)
• Experience working in financial services, trust accounting, wealth management, or another regulated industry preferred

Qualifications

• Experience with trust accounting or financial portfolio management platforms
• Familiarity with data conversion and ETL processes