About the Role
DB Investing is looking for a Finance & Business Analyst who enjoys working with data and turning numbers into meaningful business insights.
In this role, you will build reports and dashboards that help management monitor company performance, employee productivity, financial operations, payments and business growth. You will work closely with different departments to support strategic decision-making through accurate analysis and reporting.
This role is ideal for someone with advanced Excel and Power BI skills, strong analytical thinking and excellent attention to detail.
Key Responsibilities
Build and maintain advanced Excel reports and Power BI dashboards.
Analyze employee, team, office and business performance.
Monitor KPIs such as deposits, withdrawals, net deposits, FTDs, revenue, commissions, ROI and target achievement.
Support payment tracking and reconciliation between CRM, payment providers and finance records.
Identify trends, risks, and performance gaps and provide recommendations to management.
Improve reporting processes through automation and data standardization.
Ensure data accuracy and maintain high-quality reporting.
Advanced Microsoft Excel (Pivot Tables, Power Query, XLOOKUP, INDEX/MATCH, SUMIFS, dashboards).
Strong Power BI knowledge (DAX, Power Query, data modeling, dashboard creation).
Experience in financial analysis, reporting or business performance analysis.
Strong analytical and problem-solving skills.
Excellent attention to detail and ability to work with large datasets.
Ability to explain complex data in a simple and clear way.
Ability to work independently and meet deadlines.
Preferred Experience
Experience in one or more of the following industries is an advantage:
Fintech
Financial Services
Brokerage / Forex / CFD
Banking
Payments
Experience working with CRM systems, payment providers, management reporting or finance operations is also considered a strong advantage.
What You'll Deliver
During your first few months, you will contribute to:
Executive Excel reports.
Power BI performance dashboards.
Employee and business performance analysis.
Payment reconciliation reports.
Partner/IB performance analysis.
Monthly management reports for senior leadership.
Recruitment Process
A practical test will be sent to candidates who pass the first interview and they will be required to complete it within 48 hours. We encourage candidates who are able to complete the task within this timeframe to apply.
*We are an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skills Required
- Build and maintain advanced Excel reports and Power BI dashboards
- Advanced Microsoft Excel (Pivot Tables, Power Query, XLOOKUP, INDEX/MATCH, SUMIFS, dashboards)
- Strong Power BI knowledge (DAX, Power Query, data modeling, dashboard creation)
- Experience in financial analysis, reporting or business performance analysis
- Support payment tracking and reconciliation between CRM, payment providers and finance records
- Strong analytical and problem-solving skills
- Excellent attention to detail and ability to work with large datasets
- Ability to explain complex data in a simple and clear way
- Ability to work independently and meet deadlines
- Experience working with CRM systems, payment providers, management reporting or finance operations
- Experience in Fintech, Financial Services, Brokerage/Forex/CFD, Banking or Payments
What We Do
DB Financial Services is a financial planning and investment advisory firm that specializes in helping individuals and businesses plan for their financial future, manage their wealth, and achieve their long-term lifestyle and retirement goals through professional advisory services.
