Financial Planning & Analysis | Reporting Automation
I lead financial planning and analysis — and build the automation that makes it faster.
10+ years owning forecast cycles, variance analysis, and P&L management. I also build the data pipelines, automated reports, and self-service dashboards that free finance teams from spreadsheet chaos.
Sources: FP&A Trends 2025 Survey, Deloitte CFO Signals Report
What I bring to an FP&A team
I’ve spent my career in the weeds of financial planning — owning forecast cycles, presenting variance analysis to leadership, and partnering with stakeholders across sales, marketing, and operations.
But I also got tired of watching finance teams drown in manual data pulls. So I taught myself SQL, Python, and BI tools — and started building the infrastructure that makes reporting actually work.
- Full P&L ownership and executive-level financial reporting
- Budget vs. actual analysis, rolling forecasts, and scenario planning
- Automated data pipelines that consolidate multiple source systems
- Self-service dashboards that answer questions before they’re asked
From Power Query to cloud data warehouses — I build whatever the reporting needs.
Some teams just need cleaner Excel workflows. Others need a full data infrastructure overhaul. I’ve done both.
At one company, that meant consolidating transaction data from multiple booking platforms into a unified reporting database. At another, it meant unifying financial data across two ERP systems (PeopleSoft and Workday) into standardized models that leadership could actually trust.
The tools scale up — Power Query for quick wins, SQL and BigQuery for enterprise-level pipelines, Power BI and Streamlit for dashboards that update automatically. But the goal is always the same: get finance teams out of data-gathering mode and into analysis mode.
Financial Analysis
Financial Modeling, Variance Analysis, Budget vs. Actual, P&L Management, Revenue Forecasting, Rolling Forecasts, Scenario Analysis, Cash Flow Analysis, KPI Development
Tools & Software
Excel (Pivot Tables, INDEX-MATCH, Macros, Power Query), Power BI (DAX, Data Modeling, Dashboards), SQL (PostgreSQL, BigQuery), Python (pandas, data automation), Looker Studio
ERP & Systems
PeopleSoft, Workday, Financial Reporting Systems, Data Warehouse Architecture
Finance Automation
Process Improvement, Reporting Automation, Self-Service Dashboards, Streamlit, Finance Transformation, Workflow Optimization
Results I’ve delivered
These are the kinds of problems I solve — and the outcomes I’ve delivered in previous roles.
69% of FP&A time is manual data work. I’ve cut data gathering from weeks to hours with automated pipelines that pull, clean, and consolidate without human intervention.
Spreadsheets give you a 2-3 week lag. I’ve built real-time executive dashboards — leadership sees performance as it happens, not at month-end.
46% say data quality is their #1 challenge. I’ve unified reporting across multiple ERPs into a single source of truth that everyone can trust.
Most teams can’t run scenarios in under a day. I’ve built scenario analysis tools that run in minutes — test assumptions, see the impact, adjust the plan.
Too many meetings that could’ve been a report. I’ve built dashboards that eliminated recurring status meetings — questions get answered before they’re asked.
Month-end close takes forever. I’ve reduced close timelines by 3+ days through automated data models that replace manual VLOOKUP-based reporting.
Let’s connect.
I’m looking for my next full-time role in FP&A — somewhere I can own the forecast cycle and build the automation that makes finance teams faster. If that sounds like a fit, I’d love to talk.
Contact Me