Transforming Complex Financial Data into Actionable Business Intelligence
Senior Financial & Business Data Analyst building trusted data models and executive dashboards with Power BI, DAX, SQL Server and financial analytics.
Revenue
$12.4M
+8.2%
Gross Margin
38.6%
+1.4pp
DSO
41 days
−6 d
$0M+
Data Modeled
0+
Custom Dashboards
0.0%
Query Optimization
// services
Twelve service areas; one goal: better decisions
Each service starts from a specific management problem and ends with an output a manager can act on. A project is usually a combination of several services.
// Sample output
Dashboards built for the management meeting
Each dashboard answers a few specific questions and shows only the metrics a decision depends on. The data below is fictitious and is shown to illustrate the report structure.
// How we work together
Five stages, each with a defined output
Scope and timing are agreed before we start.
- 01Introductory meetingOutput: Problem definition and key questions
- 02Data reviewOutput: Data quality report and final scope
- 03AnalysisOutput: Quantified, documented findings
- 04Presentation & recommendationsOutput: Management report and action plan
- 05MonitoringOutput: Management dashboard and review meetings
// Why this approach
- Start from the decision, not the dataFirst we define which decision has to be made; then we go to the data that answers it.
- Financial and operational language togetherAnalysis from the management accounting and the operations view at once; a financial figure without its operational root is incomplete.
- Traceable to the source documentEvery figure in the report can be traced back to its data source and calculation method; no black box.
- Confidentiality by designEach client's data is stored separately with restricted access and, at your request, deleted when the work ends.
Do you have a management question your data should answer?
Fill in the analysis request form; we review your information before the first meeting so the conversation is precise from the start.
// Disciplines applied
- Financial analysis
- Data analysis
- Management accounting
- Business intelligence (BI)