Financial & Business Analyst

About the role

DB Investing is seeking a Finance & Business Analyst who enjoys turning data into actionable business insights. In this role you will design and maintain reports and dashboards that enable management to monitor company performance, employee productivity, financial operations, payments and overall business growth. You will collaborate with multiple departments to support strategic decision‑making through accurate analysis and reporting.

Key responsibilities

• Build and maintain advanced Excel reports and Power BI dashboards.
• Analyse employee, team, office and business performance.
• Monitor key performance indicators such as deposits, withdrawals, net deposits, FTDs, revenue, commissions, ROI and target achievement.
• Support payment tracking and reconciliation between CRM systems, payment providers and finance records.
• Identify trends, risks and performance gaps and provide recommendations to management.
• Improve reporting processes through automation and data standardisation.
• Ensure data accuracy and maintain high‑quality reporting.

Required profile

• Advanced Microsoft Excel skills (Pivot Tables, Power Query, XLOOKUP, INDEX/MATCH, SUMIFS, dashboards).
• Strong Power BI expertise (DAX, Power Query, data modelling and dashboard creation).
• Experience in financial analysis, reporting or business performance analysis.
• Strong analytical and problem‑solving abilities.
• Excellent attention to detail and comfort working with large data sets.
• Ability to explain complex data in a clear, simple manner.
• Self‑motivated, able to work independently and meet deadlines.

Required skills

• Microsoft Excel
• Power BI

What we offer

• Equal Opportunity Employer committed to diversity and an inclusive work environment.