Finance · Data Analytics & BI · AI Product Ops

David
Penner

4.00 GPA across MBA & International Exchange
4 Countries covered
1:1 Group CFO mentorship
Get in touch
$1.1M Annual savings enabled
19.5% Operational waste identified
4.6% Unit cost reduction achieved
200–300% Sales target achievement in high-performance environment

About

David Penner

I don't just report numbers. I build the systems behind them.

My path has been deliberately unconventional. I studied in Germany, completed an exchange program in California, and earned my MBA in Finance at San José State University, where my capstone project finished top of class.

Today I work as a Data Analyst, where I'm performing 38% above target. Whether I'm building a linear programming model to restructure a production network, a direct cash flow forecast from raw SAP data, or a Power BI dashboard for executive variance reviews, I gravitate toward problems where analytical rigor and strategic judgment intersect.

I'm a CFA Institute Scholarship recipient with a 4.0 GPA, and I've presented directly to executive leadership. I'm building toward a career in FP&A, data analytics, or BI, where precision matters.

CFA Institute

Recognition · March 2026

CFA Institute Scholarship Recipient  ·  Awarded by the CFA Institute in recognition of academic merit and commitment to investment excellence

Selected Experience

Where the work happened.

Meta | Welo Data

Meta · via Welo Data

Data Analyst - AI Product Data Operations

Jul 2026 – Present

38% above performance target 2 ad hoc projects · trusted for reliability
Data Labeling Tools Excel Python
IDEAS Club SJSU

IDEAS Club @ SJSU

Financial Analyst

Apr 2026 – Jun 2026 (3 months)

Applied FP&A frameworks
FP&A Investment Analysis ROI Analysis Budgeting
GuS

GuS glass + safety

Finance & Controlling
(FP&A) Intern

Mar 2025 – Aug 2025 (6 months)

$1.1M projected annual savings Power BI dashboard · 24-mo ETL AI invoice workflow (SAP) 19.5% waste reduction
FP&A SAP Power BI Linear Programming SQL Automation Cash Flow Forecasting Budgeting & Forecasting ETL Data Integration
Schulz

Schulz Gebäudeservice

Business Analyst
Intern

Jul 2024 – Aug 2024 (2 months)

Price elasticity · 7 segments +20% applicant flow
Pricing Models Revenue Analysis Market Analysis Business Intelligence Data Analytics Process Optimization
Hochschule Osnabrück

Hochschule Osnabrück

Investment Analyst
Contract

Feb 2024 – Jun 2024 (5 months)

ROI & investment models Due diligence & risk analysis Investor-ready decks
Investment Analysis Due Diligence ROI Modeling DCF Valuation Financial Modeling Risk Management
Telekom

Telekom

Direct Sales Associate
to Junior Sales Team Lead

Sep 2023 – May 2024 (9 months)

200–300% of quota $1.1M annualized value 4 hires onboarded Top lead-conversion rate
Sales Business Development Lead Generation Salesforce CRM Contract Drafting Deal Structuring
Lühmann Gruppe

Lühmann Gruppe

Clerk
Part-time

Aug 2021 – Sep 2023 (2 years, 1 month)

Inventory & stock control Budget & sales tracking
Inventory Control Budget Tracking Administration Sales Transactions
Bull Market Therapy Feeling the bear market? Hop on the bull and try to outrun it. ↓

Key Projects

Built. Deployed. Measured.

01
Financial Optimization · GuS glass + safety

Global Production Network Restructuring Model

Problem

The Group CFO needed a data-driven framework to evaluate the restructuring of global production capacity; no existing model was in place.

Approach

Architected an integrated model combining Activity-Based Costing, Linear Programming for capacity optimization, and ROI sensitivity analysis, layered with BPMN/EPC cross-functional process mapping.

Scope

Multi-country production network; integrated with UK subsidiary capital investment decision.

Outcome

$1.1M in projected annual savings. The model was published internally and used to initiate the capital investment.

02
Data Engineering · FP&A

Executive Power BI Dashboard + ETL Integration

Problem

No automated reporting infrastructure for executive variance analysis.

Approach

Built from scratch an ETL pipeline integrating 24 months of multi-source data, connected to a live Power BI dashboard with automated KPI variance reporting.

Outcome

Deployed to executive leadership; replaced manual reporting cycle entirely.

03
Cash Flow Modeling · Working Capital

Direct Cash Flow Forecast Model

Problem

Global business unit required a structured liquidity forecast to manage working capital across entities.

Approach

Utilized SQL to extract AR/AP data from SAP, then engineered a Direct Cash Flow model to project liquidity positions and optimize working capital timing.

Outcome

Delivered actionable liquidity forecast used in CFO-level planning.

Work Samples

Power BI Executive financial performance dashboard: GE Vernova vs. Siemens Energy
Power BI Dashboard

Revenue trend analysis, segment mix breakdown, and benchmark comparison across 2022–2024. Built with ETL integration and variance reporting for executive review.

Tableau Superstore Portfolio Analysis. Multi-step market intelligence dashboard
Tableau 1

Segment-level profit and margin trend analysis across Großunternehmen, Kleinunternehmen, and Verbraucher (2021–2024).

Tableau 2

Country portfolio analysis by profit margin and market-growth CAGR. Bubble size reflects 2024 revenue, with quadrant segmentation used for strategic prioritization.

Tableau 3

R² and p-value scatter analysis by country, showing statistical significance testing for revenue growth drivers (2021–2024).

Excel Advanced Financial cockpit & linear programming investment optimizer
Excel 1

Integrated financial cockpit: revenue, margin, cash flow, inventory, and production capacity with forecast overlay. Built for real-time executive decision support.

Excel 2

Linear programming investment optimizer using Excel Solver, maximizing ROI across a constrained portfolio of four equities with budget, P/E, beta, and integer constraints.

Toolbox

Finance

  • FP&A / Budgeting
  • Long-Range Planning
  • Rolling Forecasts
  • Variance Analysis
  • Activity-Based Costing
  • Cash Flow Forecasting
  • Capital Investment Analysis
  • ROI & Sensitivity Analysis

Data & Analytics

  • Power BI: ETL, KPI dashboards, and financial tracking
  • Tableau: data preparation, visualization, and pattern analysis
  • SQL: ERP extraction, AR/AP aggregation, and forecasting data
  • Scenario & Price Elasticity Modeling
  • Performance Analytics

Systems & Process

  • Excel: advanced financial modeling, ABC costing, and LP
  • SAP: FP&A data extraction and P2P workflows
  • Salesforce: lead tracking and conversion optimization
  • BPMN / EPC: process mapping and network optimization
  • AI Workflow Automation

Languages

  • English · Fluent
  • German · Fluent
  • DE · US · UK · ES

Education

Master of Business Administration · Finance Track

San José State University
Aug 2026

GPA 4.00

B.A. International Business Administration · FP&A Track

University of Applied Sciences Osnabrück
Germany · Aug 2025

Controlling / FP&A Focus

Exchange Semester · Strategic Management (Capstone)

California State University, East Bay
Aug–Dec 2024

GPA 4.00

Beyond the Work

Learning from People
Ahead of Me

A lot of what I learned didn't come from classes, but from being around people building things. I spent time in startup environments, listened to operators talk about real decisions, and watched a company grow from early idea to funding. At the same time, I started working on my own projects, small and imperfect, but real.

It made things less theoretical. You start to see how uncertain everything is, and how important it is to stay adaptable.

Plug and Play Tech Center

Plug and Play Tech Center

Startup team meeting

Inside of NVIDIA

Google campus visit

Group Session with the Consciouss AI Team

Feeling the bear market?

Jump it. Space, tap, or click to play, dodging the drawdowns and stacking basis points.

Return +0 bps Best +0 bps

Bull Run

Space, tap, or click to start

Certified bull market.

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Let's connect.

Open to FP&A, data analytics, and BI roles. Always glad to talk shop.

Connect on LinkedIn → davidnoahpenner@gmail.com