William N.-Senior/Lead Business Analyst & AI Workflow Consultant | Requirements Engineering | BI | Workflow Automation | Claude Code
Check rate
Experience
Power BI Solutions Architect/Engineer & AI Consultant
AVERDUNG GmbH
- Redesign of the company’s BI infrastructure: replacement of a fragmented landscape of manually maintained Excel solutions and CSV imports with a centralized Power BI environment using a unified data model as the company-wide single source of truth
- Consolidation of previously isolated reporting logic in a central semantic model – elimination of redundant files, manual data transfers and inconsistent metrics across departments
- Forecasting & Planning: Design and implementation of company-wide liquidity planning in Power BI – from business logic to a fully automated, data-source-driven planning model replacing the previous manual Excel process; enabling rolling forecasts and continuously up-to-date cash flow transparency for management
- Optimization of existing Power BI dashboards in terms of performance, structure and analytical value using an AI-native approach
- Analysis and improvement of the data model, including data quality analyses, data cleansing and consistent modeling using Star Schema, DAX and Power Query
- Incident & Anomaly Analysis: Identification, investigation and explanation of data anomalies, including root-cause analysis and specific recommendations for action
- AI Solution Architecture: Connecting Business Central and Power BI to LangDock via MCP (Model Context Protocol) for AI-supported data usage
- Development of a historical data layer as a basis for trend and time-series analyses
- AI-supported automation: Design and development of AI skills, agents, loops and processes for the automated analysis and interpretation of reports
- Automated reporting workflow: Setup of scheduled, automated email delivery of AI-generated analyses and recommendations to stakeholders
- Gathering and documentation of business requirements and coordination with business departments and IT as part of requirements engineering / product owner activities
- Breaking down overall requirements into clearly defined work packages and tasks
- Definition, prioritization and management of milestones throughout the entire project lifecycle
Tools: POWER BI, M365, Copilot Studio, MIRO, Microsoft Business Central, Microsoft Fabric, Claude AI, ChatGPT, LangDock, MS VS Code
Senior Business Analyst/Requirements Engineer
Finanzen.Net/Finanzen.Zero
- Analysis of complex business processes and end-to-end user journeys in digital product and platform environments
- Gathering, structuring and prioritization of business and technical requirements (Functional / Non-Functional Requirements)
- Translation of business goals into actionable requirements, user stories and acceptance criteria
- Conducting stakeholder interviews, workshops and reviews with business departments, IT, UX and management
- Creation and maintenance of requirements artifacts (BRD, FRD, User Stories, process models, decision templates)
- Ensuring consistency between business needs, technical implementation and product vision
- Close collaboration with development teams to clarify business questions during implementation
- Support with impact analyses (A/B tests), change requests and scope management
- Quality assurance of implemented requirements, including acceptance criteria and business tests (change validation)
- Consulting on the further development of product strategy and roadmap structure
- Prioritization of backlog items according to business value
- Definition and refinement of product goals, KPIs, MVP definition and other success metrics
- Evaluation of new features, tools and initiatives from a user and business perspective
- Moderation between business, product and technology to support decision-making
- Support with go-to-market considerations and product positioning
- Sparring partner for product and stakeholder decisions at management level
- AI-supported development: Generation and development of comparison and calculator applications using AI coding assistants (Claude Code, ChatGPT/Codex) and transition into productive use
- Dashboard creation, data modeling, BI report administration and data analysis using PowerBI
Tools: POWER BI, MS Fabric, M365, MS Copilot Studio, FIGMA, MIRO, JIRA, Confluence, Claude AI, ChatGPT, Google Analytics, MS VS Code
AI-Automation Consultant
Horvath & Partner GmbH
- AI process automation: Conducting business analysis to automate event registration (Evalanche ↔ Marini ↔ Dynamics 365 with Power Automate & MS Copilot)
- Design of an end-to-end process (as-is/to-be) to reduce manual data maintenance
- Definition of data mappings and JSON API specifications for system integration
- Development of Power Automate workflows for data synchronization, triggers and campaign logic
- Implementation of automated email sequences (confirmations, reminders, follow-ups)
- Ensuring data quality through validation rules and guardrails
- Change validation (E2E/UAT): Conducting tests and validating data consistency (E2E, UAT)
- Interface between business department and IT, translating requirements into technical solutions
- AI agent design: Analysis of ongoing customer projects (objectives, scope, pain points, maturity level)
- Derivation of suitable follow-up solutions based on defined solution clusters
- Structured justification of business value for each cross-selling recommendation
- Development of a rule-based decision-making and prioritization model
- Creation of clearly formulated, sales-oriented arguments (trusted-advisor logic)
- Development of reusable templates, meta-prompts and decision logic
- Quality assurance regarding consistency, relevance and feasibility
- Close coordination with project management, sales and management
- Dynamics CRM triggers and email automation through the follow-up solutions
Tools: Copilot Studio, Microsoft 365, Power Automate, Marini, Evalanche, Microsoft Dynamics 365 Sales, MS Copilot-Studio, M365, Power Automate
AI Consultant & Data/Business Analysis
ErschaffeDichNeu Ltd.
- Optimization of the product setup through the implementation of efficient product duplication processes in the e-commerce system
- Automated subscription management to increase operational efficiency and reduce manual effort throughout the product lifecycle
- Ensuring system integrity through the correct linking and synchronization of e-commerce product lists and associated payment subscriptions
- Analysis, debugging and technical implementation to correctly query relevant subscription data from Stripe within Make automations despite initial connection problems
- Successful setup of automated subscription lifecycle management, particularly cancellation processes, by ensuring smooth data flows between Make and the Stripe API
- Responsibility for critical messaging systems (Twilio/WhatsApp/Salesforce) regarding stability, functionality and compliance (including template approvals)
- Incident handling: Comprehensive error analysis to identify and resolve the cause of a long-term communication outage (since August)
- Successful restoration of bidirectional WhatsApp communication through technical reintegration and reconfiguration of the interface
- System adjustments, including phone number migration and setup of new Twilio services
- Systematic and analytical error diagnosis (missing aggregation logic, data import errors or system duplicates)
- Reporting & documentation
- Data quality analysis of source, imported and reported data
- Financial data analysis & modeling (correction and dynamization of the calculation logic for cash flow, run rate and net profit estimation)
- Testing
Tools: Make.com, Stripe, Slack, Loom, Twilio, WhatsApp, Salesforce, Zoho Analytics, Quickbooks
Product Owner Frontend
German Bank
- Frontend Lead Business Analyst for implementing the Payback/Cashback function in the banking app
- Creation and structuring of user stories including acceptance criteria (functional, non-functional, edge case, error cases, etc.)
- Design and modeling of processes (Chargeback, Return, Payout, System Communication, etc.)
- API coordination and alignment
- Stakeholder management with IT, business department, Legal, developers and backend
- Roadmapping, backlog management, release planning
- Testing and documentation
- Requirements management and requirements analysis
- Coordination and business/technical alignment with business, system and data teams
- Tools: Confluence, JIRA, Figma, Miro, draw.io, PO-Editor, Postman
Business Consultant & Market Analyst
OCOTEN Engineering
- Project management and stakeholder management
- Market entry analysis for SEA for electric scooters (sourcing and sales)
- Creation of a KPI dashboard for company management (HR and financial data)
- Creation of a modular tool to quantify a market entry ranking
- Price and scenario analysis
- Tools: MS Office, Power BI, Microsoft Fabric
BI Consultant (Data & Business Analyst & BI Developer)
Otto Klumpp GmbH
- Project management and stakeholder management for QlikSense in cooperation with Studicon
- Data modeling
- Dashboard creation and visualization
- Data analysis (HR, sales, financial, and production data)
- Data administration and management for QlikSense
- Coaching end users
- Requirements gathering
- Tools: Oracle SQL Developer, QlikSense, ABAS, Microsoft SQL, BAPTECH, PROSES
Lecturer
DATASMART POINT
- Teaching and training in AI and Machine Learning
- Training in Power BI
- Training in Business Analytics and Data Analytics
- Training in statistics
- Training in data interfaces and data collection
- Training in databases (SQL and NoSQL)
- Data analysis and visualization with Python and Excel
- Tools: Power BI, Microsoft Fabric, Excel, Python, Postgres, SQLite
Data Coach / Data Analyst
Hanseatic Statistics
- Coaching and support for students and professors in statistical data analysis
- Scripting of data analyses
- Code review
- Conceptualization of statistical papers
- Interpretation of statistical results
- Support for clients from the fields of medicine, business, psychology, and social sciences
- Tools: R, SPSS Statistics, Jamovi, JASP, Python
Management Consultant
Growth Levers Consulting GmbH / Growth Levers VN
- Market research and market analysis for Babynation/MATIDA
- Rollout of an e-contract system (Viettel)
- Support and recruitment of partners and freelancers
- Development of an accounting structure and guideline
- Competitive analysis
- Business case analysis
- Translation and intercultural consulting
- Networking in Vietnam’s tech hub and medical hubs
- Planning, organization, and administration of the establishment of a Vietnamese entity
- Tools: MS Office, Google Office/Analytics, Facebook Ads, Power BI
Senior/Lead Business & Data Analyst
Deutsche Kreditbank AG
- Lead Business Analyst for deposit guarantee reporting and data migration
- Data enrichment of the access layer for deposit guarantee reports
- Lead Business Analyst for integrating securities data from WP-Dynamic into Abacus
- Creation of HGB and IFRS reports from WP-Dynamic for securities
- Lead Business Analyst for resolution planning (Valuation Data Set)
- Development of SQL reports based on Own-Funds Exposure
- Implementation and support during the transformation of Abacus reporting
- Data mapping and data analysis of various source systems into the DWH
- Financial and business analysis of business requirements for implementation
- Debugging, business and technical testing of implementations
- Advising the Finance-Tech team on solutions in finance, regulatory matters and reporting
- Migration of Accounting data to BayernLB's SAP Accounting system (Lead Business Analyst)
- Lead for digital process solutions in finance
- Development of a Python script to detect and report incorrect postings
- Automated data analysis and reporting of new account notifications
- Project organization, user stories, case analysis, stakeholder analysis
- Stakeholder management as well as business and technical coordination with business, system and data teams
- Testing and documentation
- Tools: Oracle, AB Initio BRE, OSPlus, Access, Oracle SQL Developer, MS Power BI, SAP Power Designer, MicroStrategy, RStudio, WP-Dynamics, WP-Bilanz, JIRA, Confluence, Microsoft Visual Studio Code, Python
Associate - Financial Services (Risk Banking/Trading & Treasury)
KPMG
- Mapping and data analysis of input data from various source systems for the simulation of NII and Delta-NII (DZ Bank)
- Development of an SQL-based Data Quality Framework for the IRRBB database
- Business testing of technical implementation projects and data migrations
- Development of SQL reporting macros and dashboards as well as training for users
- Support in designing and implementing an Economic Risk Capital Model for construction financing loans (Bootstrapping and Monte-Carlo Simulation) (Commerzbank AG)
- Creation of an automated document overview structure
- Data analysis, plausibility checks and evaluation of LCR effects from the Abacus system (Commerzbank AG)
- Tools: MS Office, Oracle SQL Developer, Squirrel, Notepad++, JIRA, Tableau, Murex, VBA, MS Power BI
International Strategy Consultant
Dreberis GmbH
- Market entry projects for infrastructure, water/wastewater management, education, Industry 4.0 and Smart City in Eastern Europe
- Market research and market analysis
- Project documentation
- Management consulting on the regulations of individual target countries
- Coordination of international trips and meetings with potential partner companies
Industry experience
See where this freelancer has spent most of their professional time.
Experienced in Banking and Finance, Professional Services, Education, Information Technology, Energy, and Retail.
Business area experience
See which departments and functions this freelancer has contributed to most.
Experienced in Business Intelligence, Finance, Project Management, Quality Assurance, Accounting, and Information Technology.
Summary
AI Consultant and Senior Business Analyst with nearly 7 years of experience in business and data analysis, business intelligence, requirements engineering and process automation – with an AI/ML focus since 2023 and hands-on experience in paid GenAI, LLM and AI automation projects for clients since 2025. I design AI solution architectures (LangDock, Microsoft Copilot Studio, MCP, Power Automate, n8n, Make.com), build LLM-supported knowledge and analytics solutions using enterprise data, develop AI agents and AI-generated applications, and automate end-to-end business processes – from requirements gathering to productive operation, including testing, change validation and guardrails. Professional background: Banking & Finance, regulatory requirements, controlling and digital products.
Skills
Ai & Automation: Genai & Llms · Rag / Knowledge Solutions · Ai Agents & Skills · Ai-Supported Application Development (Claude Code, Chatgpt/Codex) · Prompt & Context Engineering · Mcp · Langdock · Ms Copilot Studio · Power Automate · N8n · Make.Com
Business Analysis & Product Ownership: Requirements Engineering · User Stories & Acceptance Criteria · Brd / Frd · Process Modeling · Stakeholder Management · Backlog & Roadmapping · Agile (Scrum/Kanban) · Jira/Confluence
Data & Bi: Power Bi (Pl-300) · Dax & Power Query · Sql · Microsoft Fabric · Microsoft 365 · Data Modeling · Data Quality & Root-Cause Analysis · Forecasting & Planning · Python · R
Oracle Sql Developer
Eikon Reuters
Squirrel Sql
Osplus
Morning Star Direct
Sap Powerdesigner
Msci Esg-Manager
Ab Initio (Bre+Mhub)
Qliksense
Sap Dw Cloud
Gitbash/Github
Sapbw4/Hana
Anaconda
Spyder Ide
Jupyter Notebook
Pyspark
Tableau
Rstudio
Pycharm
Microsoft Vs Code
Wp-Dynamic
Mongodb
Microsoft Sql Server
Redshift (Amazon)
Openai
Chatgpt
Microsoft Copilot
Big Query (Google)
Dbt
Miro
Figma
Excel
Power Pivot
Nosql
Qlik-Scripting
Languages
Education
Vilnius Universitetas
Master – Erasmus-Programm, Erasmus-Programm – „Strategic Business Management & Finance“ · Strategic Business Management & Finance
Brandenburgische Universität Cottbus-Senftenberg
Master of Science, M.Sc. in Betriebswirtschaftslehre – Spezialisierung: „Investition & Finanzierung“ und „Marktorientierte · Betriebswirtschaftslehre
Universita Politecnica delle Marche
Bachelor – Erasmus-Program, Erasmus-Program – „International Business & Communication“ · International Business & Communication
Certifications & licenses
AI Application Zertifikat
Neurawork
AI Leadership Zertifikat
TÜV
Börsenführerschein (BHV)
BHV
Claude Code Zertifikate
Grundlagen des Online Marketings
Immobilienmakler (IHK)
IHK
Zertifikat für Interkulturelle Kompetenzen
Statistics
Experience
Global experience
Expertise
Qualifications
Frequently asked questions
Have questions? Find more information here.
William is based in Berlin, Germany and can operate in on-site, hybrid, and remote work models.
William speaks the following languages: German (Native), English (Advanced), Vietnamese (Advanced), Spanish (Intermediate), French (Intermediate), Italian (Intermediate).
William has at least 7 years of experience. During this time, William has worked in at least 13 different roles and for 13 different companies. The average length of individual experience is 1 year and 7 months. Note that William may not have shared all experience and actually has more experience.
Based on recent experience, William would be well-suited for roles such as: Power BI Solutions Architect/Engineer & AI Consultant, Senior Business Analyst/Requirements Engineer, AI-Automation Consultant.
William's most recent position is Power BI Solutions Architect/Engineer & AI Consultant at AVERDUNG GmbH.
In recent years, William has worked for AVERDUNG GmbH, Finanzen.Net/Finanzen.Zero, Horvath & Partner GmbH, ErschaffeDichNeu Ltd., and German Bank.
William is most experienced in industries like Banking and Finance, Professional Services, and Education. William also has some experience in Information Technology, Retail, and Manufacturing.
William is most experienced in business areas like Business Intelligence, Finance, and Project Management. William also has some experience in Quality Assurance, Accounting, and Information Technology.
William has recently worked in industries like Banking and Finance, Professional Services, and Education.
William has recently worked in business areas like Business Intelligence, Quality Assurance, and Finance.
William attended Vilnius Universitetas for Strategic Business Management & Finance.
William has 8 certificates. Among them, these include: AI Application Zertifikat, AI Leadership Zertifikat, and Börsenführerschein (BHV).
William is immediately available full-time for suitable projects.
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Average rates for similar positions
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The median daily rate is the middle value of all daily rates — half of comparable freelancers charge less, half charge more. Unlike the average, it is barely affected by outliers.
Calculated based on our freelancers’ daily rates as of 7 Nov 2026. Actual rates may vary depending on seniority level, experience, skill specialization, project complexity, and engagement length.
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