Lazar Trbović

High-performing Financial and Project Manager with extensive experience working on the most challenging projects countrywide within a variety of sectors: FinTech, Startups, Financial Markets, and Technology. Inventive, reliable, and highly organized, with excellent analytical and communication skills.

Technology Skills

Microsoft Office 365 Co-Pilot – Advanced Proficiency

• Daily use of MS Word, PowerPoint, and Outlook for professional documentation, stakeholder presentations, and cross-team communication
• Strong integration of Office tools within reporting and training materials, boosting productivity and clarity in business operations

Microsoft Excel – Advanced Business Intelligence and Reporting Integration

• Expert in Power Pivot for data modeling and building scalable financial analysis tools
• Advanced use of Power Query to streamline data transformation workflows from multiple sources
• Skilled in managing structured and semi-structured data inputs, including SQL-connected sources
• Development of automated Excel-based dashboards and financial models using advanced integration logic

MS SQL Server (2014 and newer)

• Advanced command of SQL Server Management Studio (SSMS) for database querying, design, and maintenance
• Hands-on experience in writing complex T-SQL queries for data extraction, transformation, and business logic validation
• Familiar with data warehousing principles and managing relational databases in different ecosystems
• Integration of SQL logic within BI tools to ensure performance-optimized datasets and reliable reporting layers

End-to-End Reporting Expertise

• Development of rich, interactive dashboards with advanced DAX measures, dynamic visuals, and user-driven insights
• Management of entire Power BI environments: datasets, dataflows, permissions, refresh cycles, and usage monitoring
• Implementation of self-service analytics and data governance strategies
• Seamless connection of Power BI with Excel, SQL Server, and cloud-based sources for real-time reporting

Power Automate – Process Automation & Data Integration

• Automation of repetitive tasks, such as importing XML files (financial statements, SEF) and triggering approval workflows
• Design of multi-step automated flows to integrate internal systems with reporting tools
• Enhancement of operational efficiency through scheduled and event-driven automations in Microsoft environments
  

Other Technical Skills

Trading Platforms & Financial Systems

• Experienced with MetaTrader 4/5, CQG Integrated Client, SaxoTrader, Teletrader AG, and IB Trader Workstation for execution, analysis, and automation in trading environments.
• Built and tested trading strategies on NinjaTrader using C# API, contributing to backtesting and algorithmic development efforts.

Development & ERP Platforms

• Familiar with Microsoft Visual Studio for application prototyping and light development.
• Proficient in MS Dynamics NAV, Business Central (Office 365), and .NET ecosystem, especially in finance and operations contexts.

Agile Tools & Project Collaboration

• Daily use of JIRA, Confluence, Azure Boards, Slack, Trello, FreedCamp, and Cacoo to support Agile (SCRUM) methodologies and cross-functional team coordination.
• Experienced in maintaining product roadmaps, sprint planning, and documentation within collaborative PM environments.

Programming & Data

• Solid working knowledge of Python for data scripting, automation, and analytical tasks.
• Strong SQL skills applied in both relational and BI systems for data modeling, validation, and transformation.