Power Query Experts

Embedded Analytics & AI-assisted BI

Design and development of an integrated analytics solution based on ASP.NET Core, Power BI Embedded, and LLM services to provide context-based business information.

Development of an AI agent with Function/Tool Calling for the secure orchestration of REST APIs, SQL data sources, and technical services within defined business processes.

Building automated BI workflows including workspace management, deployment processes, and scheduled refresh via the Power BI REST API.

Implementation of secure service-to-service communication with Microsoft Entra ID and Service Principal, and integration into existing enterprise system landscapes.

Technologies: ASP.NET Core, C#/.NET, Power BI Embedded, Power BI REST API, LLM API, AI Agents, Function/Tool Calling, Entra ID

Scope: Embedded as FP&A Data & AI Architect within the Finance function of a major European refrigeration manufacturer, leading the transformation of manual, fragmented financial reporting into an automated, governance-driven intelligence platform. Driving the shift from Excel-based controlling to structured data architecture, Power BI analytics, and AI-assisted financial operations.

Financial Data Integrity & ERP Governance

• Initiated and led GL vs. subledger reconciliation investigations, identifying and resolving structural mismatches between General Ledger and subledger data that had gone undetected prior to engagement
• Conducted asset analysis to identify items missing from General Ledger postings, surfacing gaps in fixed asset tracking and period-end completeness
• Validated SAP reports, establishing baseline data quality standards for Finance team consumption
• Established systematic SAP data validation framework ensuring ongoing integrity between ERP postings and downstream reporting outputs

Finance Reporting Transformation

• Designed and implemented a structured Transformation Project approach for converting manual Finance reports into fully automated processes
• Created and owns the Data Reporting Audit Log; a centralized tracking system capturing report owners, stakeholders, data sources, manual effort estimates, and automation opportunity scores across the Finance function
• Mapped the full reporting landscape identifying quick-win automation targets and strategic Power BI migration candidates
• Actively reducing manual Excel and PowerPoint dependency across FP&A workflows; replacing point-in-time snapshots with live, governed data models

Power BI & Analytics Enablement

• Introduced and presented Power BI as the strategic reporting platform to Finance leadership, building internal buy-in for the BI transformation roadmap
• Designed initial Power BI architecture aligned with SAP, Salesforce and Oracle data structures and FP&A reporting requirements
• Established report ownership, governance documentation, and data lineage standards enabling sustainable self-service analytics across the Finance team

Transformation Infrastructure & Collaboration

• Configured and deployed Jira as the transformation project management hub, establishing structured sprint workflows, backlog management, and progress visibility for Finance IT initiatives
• Proposed and initiated a dedicated FP&A Communication & Transformation Hub, a structured cross-functional forum aligning Finance, IT, and business stakeholders around the reporting transformation roadmap
• Positioned the Finance function as an active driver of data governance and digital transformation within the broader organization

Outcomes

• GL/subledger reconciliation gaps identified and investigation framework established within first two weeks of engagement
• Data Reporting Audit Log deployed; first structured inventory of Finance reporting landscape in company history
• Power BI transformation roadmap presented and approved by Finance leadership
• Jira-based project governance live; Finance transformation now tracked with full sprint visibility

Technologies: SAP FI/CO · Power BI · DAX · SQL · Excel (advanced) · Power Query (M) · Power Automate · VBA · Jira · Microsoft 365 · SharePoint · Salesforce (Sales Data) · Oracle HCM · Python

• Led enterprise reporting modernization by migrating legacy SSRS reporting solutions to Power BI, supporting 500+ business users while ensuring full GDPR/DSGVO compliance.
• Designed and optimized Power BI and Microsoft Fabric semantic models using star schema, dimensional modeling, advanced DAX, and performance optimization techniques, reducing query latency by 25%.
• Delivered 20+ executive and operational dashboards featuring KPI scorecards, drill-through, bookmarks, and row-level security, improving reporting efficiency by 20%.
• Enabled self-service analytics through governed Power BI datasets, dataflows, and gateway architecture, increasing business-led reporting adoption by 35%.
• Configured an incremental refresh policy and query folding for a 50+ million row sales dataset, reducing daily report refresh times by 85%.
• Deployed automated ETL/ELT pipelines using Azure Data Factory, Microsoft Fabric, and Snowflake, reducing reporting delivery timelines by 40% through workflow automation.
• Spearheaded Microsoft Fabric analytics modernization initiatives including lakehouse architecture, OneLake integration, and centralized data platform development, reducing data latency from 2 hours to 20 minutes.
• Translated business requirements from 15+ stakeholders into scalable Power BI semantic models and dashboards, improving reporting consistency and reducing ad-hoc reporting requests by 25%.
• Applied Microsoft Copilot and generative AI tools to accelerate SQL development, DAX authoring, technical documentation, and testing activities, reducing development effort by approximately 15 hours per week.

Project, Strategic Consulting – building the Data Strategy and Data Governance Policy for the German branch, client (private bank Julius Bär, headquarters Zurich), March 2026 – present

• Design and negotiation of the data strategy with key stakeholders, including obtaining board sign-off (strategic consulting) – in this context, regulatory advice on data regulations in the EU and specifically for Germany. The data strategy includes: Data Lifecycle Management: data capture, data storage, data usage, data retention policy, data quality incident management
• Definition of milestones and technical feasibility for implementing TOM for the data strategy, data quality checks, metrics, and a metadata inventory to ensure the bank’s compliance with DORA, BCBS239, and MaRisk requirements.

Core project data change, client: (ING Bank, Frankfurt am Main), March – December 2025

• Concept development and solution design for new end-to-end processes including technical interfaces
• Definition of synchronization logic and data flows between legacy and target systems (decommissioning of legacy systems)
• Analysis and validation of data models
• Stakeholder communication with product owners, feature engineers, UX designers, and operational teams for decision-making
• Analytics and impact assessments, e.g. to assess downstream effects and regulatory requirements
• Documentation and comments on technical and business requirements to support implementation in agile squads

Project digitalization of a user group, client: (ING Bank, Frankfurt am Main), as Interim Product Owner, Jan 2025 – present

• Co-shaping key decisions on data architecture and process logic in the context of historized data and user login functionality
• Development of business solution concepts for migration to the target system, including system integration and data flows
• Support with analytics and impact analyses, especially regarding the ability to provide information to law enforcement authorities
• Active coordination with stakeholders from different squads to support decision-making and ensure regulatory requirements are met
• Creation of test scenarios for operational teams and backend systems in the area of API management using Postman and Bruno.

Architected and maintained data products for renewable energy operations, covering wind turbine, grid-meter, and weather data. Built scalable ETL/ELT pipelines in Azure Databricks using Delta Lake (bronze/silver/gold layers) and processed data in various formats, including structured and semi-structured data. Contributed to a data quality framework supporting table and column documentation, outlier detection, and completeness metrics across all datasets within a data product. In addition, implemented a DORA KPI Databricks dashboard used across all data products. Optimized CI/CD processes in Azure DevOps to streamline deployment across development, test, and production environments.

Technology stack: Azure Databricks, PySpark, SQL, Delta Lake, Unity Catalog, Azure Data Lake, APIs, Dremio, Azure DevOps, YAML, Git, Databricks Workflows, Application Insights, Terraform, OpenAI API, Codex, LLM-assisted workflows

• Advising companies on building, migrating and optimising BI and reporting landscapes (Power BI, SQL, Python, ETL)

• 5 client engagements in real estate and finance since 05/2025: taking over and stabilising existing reporting, automating recurring standard and management reports, building cash-flow models

• Proposal and feasibility assessments for BI and reporting projects

• Using AI-assisted development (Claude Code) to accelerate automation, tooling and web/app development

• Custom ERP system

• Problem: A client's core processes ran on scattered, siloed Excel files with no central data storage – error-prone, hard to scale and impossible to analyse end-to-end.

• Approach: Captured the business processes and requirements, modelled the data and developed iteratively together with the business team.

• Implementation: Built a tailored, web-based ERP system with a central database, role-based modules and automated reporting – delivered using AI-assisted development in Claude Code.

• Timesheet app

• Starting point: Time tracking based on an overgrown, macro-heavy Excel template – maintenance-intensive, single-user and error-prone.

• Implementation: Migrated all functionality and VBA macros into a standalone web app with central data storage, multi-user support and automated reporting.

• Cash-flow modelling

• Starting point: The existing cash-flow model covered standing investments only; project developments were missing from steering.

• Implementation: Built and extended the CF model to include project-development cash flows.

• Optimisation: Reviewed and optimised existing CF models and expanded the KPI outputs for reporting and steering.

• Analysis of the existing reporting platform including processes and governance topics with stakeholders from sales and marketing.

• Detailed analysis and evaluation of client-defined requirements for existing reporting and new dashboards.

• Supporting stakeholders in managing sales processes and early detection of KPI trends.

• Use of Microsoft Power BI as central analysis and reporting platform.

• Developing a proposal for the necessary evolution of processes and the Power BI platform.

• Gathering current business processes and defining company-wide KPIs in coordination with stakeholders.

• Analysis and inventory of the client's Power BI platform.

• Analysis of processes and data governance.

• Recording and documenting current business processes.

• Developing recommendations for process and reporting platform improvements.

• Designing and implementing dashboards in Power BI.

• Defining company-wide KPIs and aligning them with stakeholders.

• Microsoft Power BI.

• Data analytics.

• KPI definition and reporting.

• Dashboard design and data visualization.

• Stakeholder management and requirements management.

Specialize in turning complex data from diverse environments into actionable business value through compelling visual storytelling. I am an expert in generating actionable insights and presenting recommendations to business stakeholders. My technical proficiency in SQL, Python, and leading data visualization tools like Tableau and Power BI allows me to deliver a new generation of self-service tools and analytics services.

• Data Visualization & Storytelling: Created impactful data visualizations and dashboards in Tableau and Power BI, effectively communicating findings and presenting actionable recommendations to C-suite stakeholders and business leaders.
• Stakeholder Management: Built effective working relationships with key business stakeholders, data engineers, and other partners to achieve common data-driven goals and targets.
• Insights & Recommendations: Generated actionable insights from complex data analysis for funnel conversion, marketing performance, and ROI, directly influencing business performance and strategy.
• Data Collaboration & Empowerment: Worked closely with cross-functional teams to support the ongoing data needs of internal partners, helping to optimize internal data processes and workflows.
• BI & Data Expertise: Applied extensive experience in data modeling, data collection, data mining, and analysis to deliver end-to-end analytical solutions from stakeholder discovery to production.

• Developed & maintained customer analytical reporting solutions to identify revenue trends, performance drivers, risks & optimization opportunities to ensure data driven decision making across Sales, Finance, Product, Data Engineering & Controlling.
• Defined & analyzed customer trends & performance metrics to identify root causes behind variances, anomalies & emerging risks across business domains to deliver actionable recommendations.
• Developed & owned analytical data models & reporting layers to ensure scalability, performance & analytical robustness to support executive & operational reporting across business domains.
• Planned, tracked & executed projects by ensuring adherence to timelines, data accuracy, consistency, deliverables, reliability & data quality standards through rigorous validation & reconciliation processes.
• Raised the analytical maturity by formalizing analytical workflows, documenting data processes & standard operating procedures (SOPs) & conducting training sessions to drive adoption of self-service analytics & embed a data driven culture across operational and business teams.
• Took ownership of the end-to-end lifecycle roadmap from requirement gathering, collection, transformation, developing robust business logics to data storytelling & stakeholder delivery.
• Converted complexity into structured clarity by translating requirements & business processes into analytical recommendations to ensure alignment between non-technical & technical stakeholders.
• Conducted advanced SQL based analysis of complex business datasets to uncover trends, correlations & performance improvement opportunities.
• Drove process automation & efficiency improvements by leveraging Python, SQL optimization & AI assisted tools to reduce processing time & increase reliability across analytical & operational workflows.
• Standardized KPI definitions & reporting logic to ensure consistency & trust across reporting solutions.
• Developed process monitoring dashboards & analyses to identify inefficiencies, bottlenecks & compliance deviations across end-to-end business processes to derive actionable recommendations for process improvement & automation.

• Integration of medical modalities (including ultrasound) into the existing IT infrastructure (DICOM, HL7) – put into operation within the planned timeframe.
• Administration and optimization of PACS systems for efficient archiving and distribution of radiology image data across multiple locations.
• Ensuring consistent data quality and seamless interoperability in data exchange between HIS, RIS, and PACS.
• Close collaboration with medical staff to analyze and digitally optimize clinical workflows.
• Requirements management and test coordination when implementing clinical requirements in complex IT structures.

• Built and maintained Power BI dashboards (DAX, Power Query, data modeling) tracking KPIs across 15+ global manufacturing sites — primary reporting tool for EU leadership decision-making.
• Developed a multi-screen Power Apps application (configurator-style tool) with SharePoint-based workflow integration for the sales team — designed jointly with business stakeholders and IT.
• Built and maintained automated Power Automate workflows connecting to SQL databases; independently identified and deployed an LLM-driven automation use case that eliminated 90% of manual reporting effort — self-pitched to leadership and taken end-to-end into production.
• Built a Python-based data pipeline (SQL) extracting, modeling, and validating data across 10+ EU plants — establishing reliable data models and KPIs for cross-site reporting.

• Thesis Title: Designing a Semantic Layer for Enterprise Analytics and AI Integration.
• Designed a semantic layer architecture for enterprise analytics that improved dataset discovery, relationship mapping, and governed access to reporting data.
• Built schema discovery and SQL generation workflows across 400+ data products, translating complex data structures into consumable analytics assets.
• Implemented role-based access control, Row-Level Security, and query validation to ensure data quality, governed access, and reliable use of enterprise reporting datasets.

• Analysis of the role of marriage as an informal insurance in Germany using econometric methods (supervisor: Prof. Dr. Harald Tauchmann).
• Prepared and cleaned multiple panel datasets and extracted relevant variables to create a final panel dataset with over 36,000 observations (2006–2020, SOEP).
• Designed an IV model in Stata to examine the causal link between couple separation and health shocks (mental/physical).
• Conducted robustness checks to ensure stability and validity of the results.

• Analysis of complex business processes and end-to-end user journeys in digital product and platform environments
• Gathering, structuring, and prioritizing business and technical requirements (Functional / Non-Functional Requirements)
• Translating business goals into actionable requirements, user stories, and acceptance criteria
• Conducting stakeholder interviews, workshops, and reviews with business teams, IT, UX, and management
• Creating and maintaining requirement artifacts (BRD, FRD, user stories, process models, decision papers)
• 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 testing
• Advising on the further development of product strategy and roadmap structure
• Prioritizing backlog items based on business value
• Defining and sharpening product goals, KPIs, MVP definition, and other success metrics
• Evaluating new features, tools, and initiatives from a user and business perspective
• Facilitating decision-making between business, product, and technology
• Supporting go-to-market considerations and product positioning
• Sparring partner for product and stakeholder decisions at management level
• Dashboard creation, data modeling, BI report administration, and data analysis in Power BI