FP&A
Budget monitoring, made navigable
A live view of actuals, budget, forecast, commitments and year-to-go, designed for budget owners and finance partners.
FINANCE × DATA × DESIGN
I turn complex finance
into clear decisions.
A selection of enterprise Power BI solutions designed for FP&A, programme performance, procurement and receivables.
Explore the workTHE PRACTICE
Not just dashboards.
Decision systems.
Each solution starts upstream of the dashboard, where fragmented sources and different business logic are consolidated into a governed reporting model, so users can move from a question to a trusted answer.
- Power Query & data integration
- Data modelling & DAX
- Data quality, security & governance
- UX, navigation & storytelling
- Documentation, training & user adoption
SELECTED WORK
4 CASE STUDIESPROGRAMME PERFORMANCE
P&L intelligence across programmes
Margins, revenue, costs, break-even and operational ratios brought together in one decision-focused experience.
PROCUREMENT
From purchase request to payment
A connected view from purchase request to invoice, through purchase orders and receipts, for procurement teams and budget owners.
RECEIVABLES
Collections and ageing, without the manual work
A controlled view of overdue balances, ageing trends, DSO, receipts and doubtful debt provisions.
THE CHALLENGE
Budget variances were analysed through incomplete views, making it difficult to assess the full budget position, identify overruns early and act before year-end.
AUDIENCE
Heads of Departments, Budget owners, FP&A Business Partners
REPORT SLIDES
Use the arrows or thumbnails to explore this report.
MY RESPONSEKEY CAPABILITIES
I consolidated actuals, budgets, forecasts and open commitments within one reporting structure.
I introduced year-to-date and year-to-go logic, supported by line-level budget overrun flags.
I designed drill-through from the financial overview to transaction details, while retaining the same analytical scope.
- Year-to-date and year-to-go logic
- Line-level budget overrun flags
- Reporting and local currency views with dynamic formatting
- Accrual calculations and closing actions
- Centralised account-scope controls
- Overview-to-detail navigation
A consolidated, trusted view of the budget position, with a clear route from variance to action.
THE CHALLENGE
Programme profitability relied on dispersed financial and operational data, with different mapping and allocation rules across P&L lines and programme models.
AUDIENCE
Programme management, FP&A Business Partners
REPORT SLIDES
Use the arrows or thumbnails to explore this report.
MY RESPONSEKEY CAPABILITIES
I designed a consolidated semantic model for revenue, costs, margins, volumes and break-even analysis.
I implemented line-specific analytical mappings so that each P&L line applies its own business rules.
Users move from the P&L view to supporting GL, teaching-cost and enrolment details.
- Reusable multi-level P&L hierarchy, including ratios
- Line-specific analytical mappings and source logic
- Configurable allocation rules for each programme model
- Single semantic model across programme families
- Drill-through from P&L to GL, teaching-cost and enrolment details
A scalable P&L framework that supports new programme perspectives and allocation rules without rebuilding the model.
THE CHALLENGE
Teams needed visibility across the whole purchasing journey, while preserving the different levels of detail at each process step.
AUDIENCE
Procurement teams, budget owners, FP&A Business Partners
REPORT SLIDES
Use the arrows or thumbnails to explore this report.
MY RESPONSEKEY CAPABILITIES
I connected the full purchasing journey within one analytical experience.
A high-level view compares requested, ordered, received, outstanding and invoiced amounts.
Users can also explore purchase request, order, receipt, invoice and payment details in transaction currency or euros.
- PR, PO, receipt, invoice and payment detail
- Header-to-line exploration
- Transaction and reporting currencies
- Commitment, status and VAT logic
Faster investigation across the purchasing journey, with fewer disconnected manual extracts.
THE CHALLENGE
Ageing required recurring manual calculations, while historical and current receivables positions were difficult to compare consistently.
AUDIENCE
Chief Financial Officer, receivables teams
REPORT SLIDES
Use the arrows or thumbnails to explore this report.
MY RESPONSEKEY CAPABILITIES
I designed a snapshot-based dashboard showing the current receivables position, ageing exposure and DSO.
I enabled historical comparison across monthly snapshots to reveal changes and collection trends over time.
I integrated sales, receipts and automated doubtful-debt provisions within the same analytical journey.
- Current position and historical evolution
- Ageing and overdue exposure
- Sales, DSO and collection performance
- Automated doubtful-debt provisions
- Visible snapshot-completeness control
A controlled path towards automated receivables management.
DESIGN PRINCIPLES
Trust is a feature.
Every portfolio visual is anonymised. Employer data, internal identities, access rules, URLs and proprietary implementation details are deliberately excluded.
LET’S CONNECT