Great people. Greater business impact.

About CAI

CAI Software builds digital work execution platforms and software solutions that help manufacturing businesses operate with greater clarity and control. Our people bring structure to complexity by replacing fragmented, paper-based processes with connected digital workflows that improve visibility, compliance, and decision-making in real industrial environments. With 45+ years of experience and a presence across 10+ countries, CAI combines deep industry understanding with practical technology. Our team consists of ~800 employees worldwide who work across 15 core industries and support 5,000+ customers, guided by sound judgment, long-term thinking, and outcomes that endure.

CAI Business Units and the Markets We Serve

CAI Software is organized into three business units - Graphic Communications, Process Manufacturing, and Discrete Manufacturing – aligned to the markets we serve. This structure allows our teams to stay close to customer needs while operating with the scale and support of a global software company.

This role is part of our Shared Services team which includes the functions that support CAI business units. This model enables deep industry focus at the BU level while benefiting from the scale, expertise, and stability of one unified organization—allowing CAI Software to deliver specialized solutions.

About the Role

This contract role sits at the intersection of technology, data, and business strategy. The Reporting & Analytics Specialist will serve all three company divisions — spanning Sales, Services, Support, Marketing, and Finance — acting as the go-to resource for building, maintaining, and evolving the organization's Power BI reporting ecosystem.

The ideal candidate is not just technically skilled, but commercially minded. They understand what operational leaders need to see, can quickly pivot when business priorities shift, and excel at making complex data instantly understandable.

What You’ll Do

Power BI Development & Maintenance

• Design, build, and deploy Power BI dashboards, reports, and datasets across all three divisions
• Develop and manage a centralized semantic layer using Power BI datasets and dataflows
• Build and maintain DAX measures, calculated columns, and KPI frameworks
• Implement row-level security (RLS) and role-based access controls for multi-division reporting
• Conduct regular performance tuning of reports and data models for optimal load times
• Maintain version control and documentation for all Power BI assets

Data Integration & Architecture

• Connect and consolidate data from multiple source systems including CRM, ERP, marketing platforms, support ticketing, and financial systems
• Design and manage Power Query (M) transformations for data cleansing and shaping
• Build and maintain connections to sources such as SQL Server, Azure, SharePoint, Salesforce, HubSpot, Excel, and REST APIs
• Identify data quality issues and collaborate with system owners to resolve them
• Support the development of scalable data pipelines in collaboration with IT

Cross-Functional Business Intelligence

• Partner with stakeholders across Sales, Services, Support, Marketing, and Finance to define reporting requirements and success metrics
• Translate business questions into analytical frameworks and visual stories
• Develop standard operating dashboards, ad hoc analyses, and executive summaries on demand
• Provide insight-driven recommendations, not just data delivery
• Support forecasting, pipeline analysis, revenue tracking, and operational KPI monitoring

Agility & Business Alignment

• Rapidly reprioritize and pivot reporting deliverables as business needs shift across divisions
• Manage multiple concurrent projects and stakeholder relationships with professionalism
• Participate in sprint-style planning cycles to align analytics output with organizational goals
• Proactively surface emerging data trends or anomalies to leadership

What We’re Looking For

Technical Skills

• 5+ years of hands-on Power BI development experience (required)
• Expert-level proficiency in DAX and Power Query (M language)
• Strong experience connecting Power BI to diverse data sources: SQL databases, APIs, cloud platforms, flat files, and SaaS tools
• Solid understanding of data modeling concepts: star schemas, relationships, aggregations
• Experience with Power BI Service administration, workspaces, and gateway management
• Proficiency in SQL for data extraction and transformation
• Familiarity with Azure Data Services (Azure SQL, Azure Data Factory, Synapse) a strong plus

Operational Domain Experience

• Demonstrated experience supporting analytics across two or more of the following functions:
• Sales — pipeline, win/loss, quota attainment, rep performance, forecast accuracy
• Services / Professional Services — utilization, project margins, delivery KPIs
• Customer Support — ticket volume, SLA adherence, CSAT, resolution metrics
• Marketing — campaign performance, lead attribution, funnel conversion, ROI
• Finance — P&L reporting, budget vs. actuals, AR/AP aging, revenue recognition

Professional Qualifications

• Bachelor's degree in Business, Information Systems, Data Analytics, or equivalent experience
• Microsoft Certified: Data Analyst Associate (PL-300) preferred
• Proven track record of delivering analytics in fast-paced, multi-stakeholder environments
• Experience working across multiple business units or divisions simultaneously
• Excellent communication skills — able to present data clearly to both technical and non-technical audiences

Preferred Qualifications

• Experience in a three-division or multi-entity corporate structure
• Familiarity with ERP platforms (e.g., NetSuite, SAP, Dynamics 365)
• Experience with CRM platforms (e.g., Salesforce, HubSpot, Microsoft Dynamics)
• Knowledge of Python or R for advanced analytics or data preparation
• Exposure to Fabric, Power BI Premium, or enterprise-scale BI deployments
• Prior contract or consulting experience supporting multiple clients concurrently

Why Join Us

You’ll have the opportunity to drive some of the most critical transformation initiatives in our company’s history. This is a highly visible role working directly with senior leadership to shape the future operating model of CAI. You’ll bring clarity, discipline, and execution focus to complex cross-functional programs while gaining exposure across every function of the business.