(Senior) BI Specialist, Fin-Tech (f/m/x)

Zohorecruit; München; On-site; EUR 85,000 - 120,000; Full time

Job summary

CEPRES is seeking a highly motivated (Senior) BI Specialist to join our Finance team in Munich or Istanbul. You will transform complex financial data into actionable insights using Power BI and AI-enabled tools, collaborating with Data Operations, Product, and IT.

You will design dashboards, optimize Excel-based models, and contribute to forecasting and strategic planning. Fluency in English is required; German is a plus.

Qualifications

• 7+ years of BI experience with financial data.
• Design and maintain Power BI dashboards for finance.
• Excel-based financial modeling with Power Query/Power Pivot.
• Experience with Jira and ERP/CRM systems.
• Strong communication of analytics to executives.

Responsibilities

• Design, develop, and maintain Power BI dashboards for financial KPIs.
• Build scalable Excel-based financial models using Power Query/Power Pivot.
• Query and transform data with SQL as needed.
• Identify trends and provide strategic recommendations to stakeholders.
• Partner with Head of Finance and Finance Manager on forecasting.
• Provide BI support to Data Ops, Product, and IT.
• Automate data extraction from Jira into Power BI for daily monitoring.

Skills

Power BI

DAX

Data visualization

Excel

SQL

Tools

Power Query

Power Pivot

Jira

Zoho CRM

ERP systems

Job description

CEPRES is the leading and fastest growing digitalinvestment platform for private capital markets, an institutional asset classwhich became very relevant in global investment portfolios of sovereign wealthfund, insurances, pension plans and others. This global institutional clientbase benefit from our award-winning investment solutions for their investmentactivities while we connect via the CEPRES platform thousands of professionalsto the largest private investment network worldwide.

CEPRESGmbH / Corp is headquartered in Munich and NewYork, with additional offices in Denver, Heidelberg, and several locations in the Middle East. Our team is incredibly diverse withover 20 nationalities globally. We value smart and innovative people who alsowork effectively in a team environment and who are global players.

About the role:

We are seeking a highly motivated and skilled (Senior) BISpecialist to join our Finance team in Munich or Istanbul. This role will beinstrumental in transforming complex financial data into actionable insights,driving data-informed decision-making not only within Finance but also acrosskey departments including Data Operations, Product, and IT. The ideal candidatewill be adept at leveraging Power BI for advanced visualization and analysis,with a keen interest in exploring and implementing innovative AI tools toenhance our data presentation capabilities.

In this role, you will:

• Design, develop, and maintaininteractive dashboards and reports in Power BI, primarily focusing on financialperformance, KPIs, and operational metrics, utilizing advanced DAX measures todeliver highly dynamic and accurate insights
  
• Architect, optimize, and governcomplex Excel-based financial models leveraging Power Query (and Power Pivotwhere applicable), ensuring robust data integrity, scalability, superiorperformance, rapid refresh capabilities, and intuitive usability for criticaldaily operational and strategic planning
  
• Apply foundational T-SQL skills (nice-to-have) to query,validate, and transform data directly from relational databases when required,supporting seamless integration into BI workflows
  
• Visualize and analyze largefinancial datasets to identify trends, variances, and opportunities forimprovement, providing strategic recommendations to stakeholders
  
• Serve as a primary strategic partnerto the Head of Finance, Controller, and Finance Manager, proactively advisingon financial reporting best practices, leading the evolution of sophisticatedforecasting models, and providing critical analytical support for strategicplanning and long-range organizational goals
  
• Provide BI support and analyticalexpertise to other departments, including Data Operations, Product, and IT,tailoring solutions to their specific data needs, ensuring data accuracy andtimely availability
  
• Proactively identify and explore newdata sources and integration methods to enrich our analytical capabilities. Developand maintain project-specific dashboards, including automation of dataextraction from Jira into Power BI, enabling daily monitoring and invoicingsupport
  
• Lead the research, evaluation, andimplementation of cutting-edge AI tools and techniques for advanced datavisualization, predictive analytics, and insight generation, proposing anddriving innovative solutions that create significant business value
  

Requirements

• At least 7 years of professional experience as aBusiness Intelligence Analyst or Specialist, ideally with strong exposure to financial data and reporting
  
• Proven, hands-on experience designing, building, and maintaining dashboards andreports using Microsoft Power BI
  
• Strong experience working with diverse and complex data sources,including advanced proficiency in Excel (Power Query; Power Pivot is a plus)
  
• Practical experience working with Jira and familiarity with ERP and/or CRM systems (e.g. Zoho or similar platforms)
  
• Solid ability to analyze large and complex datasets, identify key insights,trends, and anomalies, and translate them into clear, actionable recommendations
  
• Proven capability to communicate analytical findings with executive-level clarity andinfluence
  
• Proficiencyin SQL for extracting, querying,validating, and manipulating data from relational databases (highly desirable)
  
• A genuine interest in AI concepts,particularly as they relate to data visualization, advanced analytics, andinsight generation
  
• Strong strategic and analytical problem-solving skills, combined with a highlevel of attention to detail
  
• Demonstrated ability to lead initiativesindependently while collaborating effectively in a fast-paced,cross-functional environment
  
• Fluency in English (written andspoken) is mandatory; German language skills are a plus
  
• CareerPath Step into one of the most in-demand andexciting industries in finance today. With us, you'll experience unparalleledopportunities for career growth and promotions, receive regular feedback, andbenefit from mentorship provided by an international team of passionateexperts. Be part of a unique growth story and take on an exciting, challengingrole in a dynamic global environment.
  
• Culture That Drives Success We arepowered by core values that foster an entrepreneurial spirit, drive results,and empower ownership. At our company, collaboration and mutual support are atthe heart of everything we do. Transparency in company goals ensures you’realways part of the bigger picture.
  
• Commitment to Our People We care deeply about our team, offeringoutstanding benefits and opportunities to thrive in a diverse, inclusive, andinternational workplace
  
• Compensationof attractive package that reflectsyour skills, contributions, and growth potential.