Financial & Business Analyst

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.