BI Lead

Role: BI / AI Lead

Location: Houston, TX (Hybrid)

Type: Contract (Long term)

Role Summary: The BI/AI lead will lead development and cross train the teams on Microsoft Power Automate, Databricks, AI-enabled workflow capabilities, prompt engineering, and related automation platforms. This role will also partner with cross-functional teams to identify, design, build, and scale AI-enabled solutions and underlying automations that improve productivity, reduce manual effort, strengthen governance, and accelerate business outcomes.

Key Responsibilities

• Develop and deliver training, workshops, and job aids for Power Automate, Databricks, AI tools (with an emphasis on CoPilot, Google ADK/Gemini, and Claude models and agentic capabilities), prompt engineering, and automation best practices.
• Serve as a subject matter expert and coach for FP&A users, analysts, and cross-functional teams adopting AI and automation capabilities.
• Partner with FP&A, technology, and business teams to identify and prioritize high-value automation and AI use cases.
• Assist in the design, build, testing, documentation, and deployment of cross-functional AI solutions, Power Automate flows, Databricks-enabled data processes, and reusable automation components.
• Translate business needs into practical automation requirements, solution designs, process maps, and implementation plans.
• Promote responsible AI and automation practices, including data governance, approved connector usage, access controls, documentation standards, testing, monitoring, and production support expectations.
• Create reusable templates, training materials, reference examples, solution patterns, and playbooks to help teams build consistently and avoid rework.
• Support intake, prioritization, and readiness assessments for AI and automation opportunities, including evaluating complexity, data sensitivity, business value, and implementation path.
• Coordinate with enterprise AI, data, architecture, security, and governance teams to ensure solutions align with company standards and approval processes.
• Track adoption, training effectiveness, automation pipeline progress, delivered value, and opportunities for continuous improvement.

Required Qualifications

• Bachelor's degree in business, information systems, data analytics, computer science, engineering, or a related field, or equivalent practical experience.
• Experience developing or enabling automation solutions using Microsoft Power Automate, Power Platform, workflow tools, or similar technologies.
• Working knowledge of AI concepts, generative AI use cases, prompt engineering, responsible AI practices, and AI-enabled productivity tools.
• Familiarity with Databricks, data lakes, data pipelines, governed data environments, analytics workflows, or related cloud data platforms.
• Ability to train, coach, and communicate technical concepts to both technical and non-technical audiences.
• Experience gathering business requirements, documenting processes, creating solution designs, and supporting implementation across multiple stakeholder groups.
• Strong facilitation, presentation, written communication, and stakeholder management skills.
• Ability to manage multiple priorities, drive clarity in ambiguous situations, and move work forward through collaboration.
• Understanding of governance, risk, compliance, data privacy, and security considerations related to AI, automation, and enterprise data usage.

Preferred Qualifications

• Microsoft 365, Power Automate, Power Platform, Databricks, Azure, AI (preference towards CoPilot, Google ADK/Gemini, and Claude), data analytics, or automation-related experience and/or certifications.
• Hands-on experience building Power Automate flows that integrate with Microsoft 365 applications, SharePoint/OneDrive, Teams, Outlook, APIs, and approved enterprise connectors.
• Experience with data preparation, reporting, dashboards, model evaluation, automated testing, and analytics delivery in Databricks or similar platforms.
• Experience with change management, training curriculum development, technical documentation, and adoption measurement.

Core Competencies

• Training and enablement mindset
• Business process improvement
• AI and automation solution design
• Data and technology fluency
• Cross-functional collaboration
• Governance and risk awareness
• Clear communication and documentation
• Continuous improvement and innovation
• Collaboration centered approach