Finance & Business Performance Analyst

Role Summary DB Investing is looking for a highly analytical Finance & Business Performance Analyst with advanced Excel and Power BI capability. The role is designed for someone who can turn raw operational, employee, partner, IB, finance, and payment data into clear executive reports. The candidate must be able to build expert-level Excel reports, design Power BI dashboards , analyze employee and partner performance , monitor deposits and withdrawals, support payment reconciliation, and prepare management-ready insights for decision-making. This is not a basic accounting role. It requires strong financial analysis, dashboard design, data cleaning, reconciliation discipline, business judgment, and the ability to identify who is performing, who is underperforming, where money is coming in, where money is going out, and what action management should take. Key Responsibilities 1. Executive Excel Reporting Prepare advanced Excel reports for management, including: Team / Office / Employee performance reports. Company-level financial performance dashboards. Deposit, withdrawal, net deposit, FTD, target achievement, and missing target reports. Risk and action lists for employees, teams, offices, and partners. Monthly trend reports showing business momentum. Automated formulas, pivot tables, Power Query models, lookup logic, conditional formatting, and clean executive layouts. The person must be able to build reports that answer: Who is helping the company reach target, who is reducing performance, and what action should management take today? 2. Power BI Dashboards Design and maintain Power BI dashboards covering: Company / Office performance. Manager/team/employee performance. IB/partner performance. Deposits, withdrawals, net deposits, FTDs, revenue, commissions, and ROI. Payment provider performance. Risk indicators and action plans. The candidate should be able to create drilldowns from company level to office, manager, employee, partner, and transaction level. 3. Employee, Team & Office Performance Analysis Analyze performance by: Employee, Manager, Team, Office. Country/region. Month. Status: excellent, on track, watchlist, critical. Target achieved percentage. Missing target amount. Net deposit contribution. Withdrawal leakage. FTD quality. Prepare clear recommendations for management, such as recognition, recovery plan, manager review, or escalation. 4. IB / Partner Performance Analysis Analyze partner and IB performance, including: IB ROI. Net revenue. Commissions paid. Marketing support. Trading bonus cost. Chargebacks. Deposits generated. Active clients. FTDs. Client churn. Compliance flags. Partner profitability ranking. Top and worst partners. Recommended actions: scale, repair, cap, review, or terminate. The candidate should understand that a partner is not only judged by volume, but by profitability, quality, risk, and return on company support. 5. Payments IN / OUT & Finance Operations Support Support finance/payment executive tasks, including: Tracking deposits and withdrawals. Monitoring incoming and outgoing payments. Matching payment proof with internal records. Checking payment references, client names, amount, currency, and transaction status. Supporting reconciliation between CRM, cashier, bank, PSP, and finance records. Maintaining payment provider spreadsheets. Flagging mismatches, missing references, wrong currency, third-party payments, rejected payments, high-value transactions, or suspicious items. Coordinating with Finance, Payments Operations, Compliance, and management before confirming funds received or released. 6. Data Quality & Automation Maintain clean data and improve reporting systems by: Cleaning messy spreadsheets and standardizing names, offices, providers, and categories. Creating reusable templates. Building automated data refresh processes where possible. Connecting Excel/Power BI to CRM, trading platforms, payment systems, and finance exports. Creating clear definitions for each metric, and documenting formulas, assumptions, and report logic.