Large finance organizations rely on dashboards and reports, but the harder challenge is enabling automation without breaking governance or auditability. This session shows how a global finance organization built agent-driven workflows on the Databricks Data Intelligence Platform using dbt for analytics engineering, Unity Catalog for governance, and certified metrics views.

We walk through a real implementation where transformations are standardized through dbt models across staging, intermediate, and marts layers using modular SQL, macros, and reusable patterns. dbt tests, documentation, and exposures enforce data quality, lineage, and traceability from source to finance-ready outputs. Metrics are defined once, protected with attribute-based access control and automated classification, and reused across reporting and analytics.

Power BI connects to governed lakehouse tables, while Iceberg-compatible engines access Delta tables through Uniform for reuse.