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PATH is a global nonprofit dedicated to achieving health equity. With more than 40 years of experience forging multisector partnerships and with expertise in science, economics, technology, advocacy, and dozens of other specialties, PATH develops and scales up innovative solutions to the world’s most pressing health challenges.
PATH is implementing a large, complex global health project that requires timely monitoring of program performance, financial health, and milestone achievement across multiple countries and workstreams. Data relevant to project management currently resides across several systems, including internal project reporting tools, BusinessWorld, Salesforce, monitoring and evaluation (M&E) systems, and other organizational data sources.
To strengthen data-driven decision-making, PATH seeks a short-term consultant to design and develop a suite of Power BI dashboards and reporting tools that integrate data from multiple systems and provide actionable insights for project teams, financial managers, and executive leadership.
Purpose of the Consultancy
The Power BI / Business Intelligence Analyst will design and develop automated business intelligence solutions that consolidate project performance, operational, and financial data into interactive dashboards and reporting products. The consultant will work closely with project leadership, Finance, the Office of Grants and Contracts (OGC), and the project Monitoring, Evaluation, and Learning (MEL) team to create dashboards that support monitoring, forecasting, and decision-making at multiple organizational levels.
The consultant will help establish a sustainable reporting architecture that enables users to monitor performance against targets, track expenditures against budgets, forecast future spending and performance trends, and identify risks to project delivery and financial health.
Scope of Work
Business Requirements and Stakeholder Engagement
- Conduct consultations with project leadership, Finance, and MEL staff to understand reporting requirements, key performance indicators (KPIs), and decision-making needs.
- Review existing reporting systems, data sources, and dashboards.
- Develop data visualization tailored to different stakeholder audiences.
- Recommend dashboard architecture and reporting approaches that support ongoing decision-making and performance management.
Data Integration and Dashboard Development
- Design and develop Power BI dashboards that integrate data from:
- BusinessWorld
- Salesforce
- Internal project reporting systems
- Monitoring and evaluation databases
- Budget and financial management tools
- Other approved data sources as needed
- Establish automated or semi-automated data refresh processes where feasible.
- Develop a data model that enables accurate, consistent reporting across systems.
- Create user-friendly visualizations, drill-down functionality, and interactive reporting features.
Performance and Financial Monitoring and Forecasting
- With guidance from the project leadership (Project Director, MEL Director, Senior Advisor Performance, and the Director of Finance and Administration):
- Develop dashboards that monitor:
- Project performance against targets
- Milestone achievement and implementation progress
- Country and workstream performance
- Key MEL indicators
- Operational risks and implementation bottlenecks
- Assist the Performance Team in the design and visualization of forecasting tools that enable project teams to:
- Project future performance against targets
- Identify performance gaps and areas requiring corrective action
- Monitor trends over time
- Develop dashboards and analytical tools that support:
- Budget monitoring
- Burn-rate analysis
- Revenue tracking
- Expenditure forecasting
- Financial risk monitoring
- Variance analysis
- Cost center and country-level financial performance reviews
- Establish alert system whereby emails or DMs are triggered at defined thresholds
- Create executive-level financial summaries that facilitate strategic decision-making.
- Develop dashboards that monitor:
Knowledge Transfer and Documentation
- Develop technical documentation outlining dashboard architecture, data sources, and maintenance requirements.
- Conduct demonstrations and training sessions for PATH staff.
- Provide recommendations for long-term dashboard maintenance and enhancement.
Deliverables
The consultant will produce the following deliverables:
- Requirements Assessment and Dashboard Design Plan
- Summary of stakeholder requirements.
- Dashboard architecture and reporting framework.
- Power BI Data Model and Data Integration Framework
- Documentation of data sources, transformations, and refresh processes.
- Operational Dashboard Suite
- Performance monitoring dashboards for project and MEL teams.
- Financial health and budget monitoring dashboards.
- Executive leadership dashboard with high-level performance and financial metrics.
- Forecasting and Scenario Analysis Tools
- Performance forecasting models.
- Budget and expenditure forecasting dashboards.
- Documentation and User Guides
- Technical documentation and dashboard maintenance guidance.
- Training and Handover
- Training sessions for designated PATH staff.
- Final handover package.
Required Qualifications
- Bachelor's degree in Business Analytics, Information Systems, Computer Science, Statistics, Finance, Public Health, or a related field.
- Minimum 5 years of experience developing business intelligence solutions and dashboards.
- Advanced proficiency in Microsoft Power BI, including DAX, Power Query, data modeling, and dashboard design.
- Demonstrated experience integrating data from multiple enterprise systems and databases.
- Required experience working with BusinessWorld financial systems and reporting environments.
- Experience working with Salesforce data and reporting structures.
- Experience developing financial forecasting and performance management dashboards.
- Strong analytical, data visualization, and problem-solving skills.
- Excellent communication and stakeholder engagement skills.
Preferred Qualifications
- Experience supporting donor-funded projects or large, complex international programs.
- Experience working with monitoring and evaluation data systems.
- Experience in global health, public health, or international development programs.
- Familiarity with milestone-based awards, performance management frameworks, and financial risk monitoring.
Level of Effort
The anticipated level of effort is approximately 40-60 consulting days over a period of 3-5 months. The level of effort may be refined during contract negotiations based on the proposed workplan and deliverables.
Expected Outcomes
At the conclusion of the consultancy, PATH will have an integrated suite of Power BI dashboards and forecasting tools that provide near real-time visibility into project performance and financial health, support proactive management decisions, and enable leadership at multiple levels
