Services
I combine finance expertise with hands-on data analysis to deliver dashboards, models, and reporting frameworks you can trust.
Financial Planning and Analysis (FP&A)
Annual planning, rolling forecasts, and scenario modeling. I build driver-based models that connect revenue, expenses, and headcount so leaders can see the impact of assumptions in real time.
Dashboards and Reporting
Power BI dashboards and Excel reports that provide clear KPIs and drill-downs. I set up data refreshes, version control, and naming standards so your reports stay reliable month after month.
Data Wrangling and ETL
Using Power Query and SQL, I clean, merge, and standardize raw data from CRM, ERP, and finance systems. The result is a repeatable pipeline that feeds analysis instead of constant manual cleanup.
Ad Hoc Analysis and Decision Support
From profitability and pricing analysis to headcount planning and compensation scenarios, I deliver ad-hoc models and presentations that turn questions into data-driven answers.
Documentation and Handoffs
I provide SOPs, reconciliation templates, and KPI dictionaries so teams can easily maintain the work after handoff. The goal is clarity, not black-box models.
Have a project in mind?
Let’s talk about how I can help turn your data and finance challenges into clear solutions.