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 connects business logic, data modelling, governance and interaction design, so people 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
Teams needed one consolidated, automated and trusted view across actuals, budget, forecast and open commitments, with enough detail to act before year-end.
AUDIENCE
Heads of Departments, Budget owners, FP&A Business Partners
MY RESPONSE
I designed a guided reporting experience around two decision metrics: year-to-date combines actuals and open commitments; year-to-go shows what remains against forecast. Users move from an overview to account, cost-centre and transaction detail while retaining the same reporting scope.
KEY CAPABILITIES- Year-to-date & 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 clearer, repeatable route from budget position to the underlying action.
THE CHALLENGE
Programme performance depended on financial and operational data living at different grains, with complex allocation and mapping rules.
AUDIENCE
Programme management, FP&A Business Partners
MY RESPONSE
I designed a consolidated semantic model for revenue, costs, margins, volumes and break-even analysis. Within the same programme family, each P&L line can use its own data source and filter context. Mapping-driven rules also let different programme families apply their own allocation logic without changing the shared model or report. Users move from the performance overview to supporting GL, teaching-cost and enrolment details.
KEY CAPABILITIES- Reusable multi-level P&L hierarchy
- Line-specific data sources and filter context
- Mapping-driven allocations by programme model
- Shared semantic model across programme families
- Drill-through to GL, teaching-cost and enrolment evidence
A scalable reporting framework: new programme perspectives and allocation rules can be introduced without rebuilding the model or report.
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
MY RESPONSE
I connected the purchasing journey in one analytical experience. A high-level view compares requested, ordered, received, outstanding and invoiced amounts; users can then move into request, order, receipt, invoice and payment detail, in transaction currency or euros.
KEY CAPABILITIES- PR, PO, receipt, invoice & payment detail
- Header-to-line exploration
- Transaction and reporting currencies
- Commitment, status & VAT logic
Faster investigation of purchasing activity and fewer disconnected manual extracts.
THE CHALLENGE
Ageing and collection reporting relied on recurring manual preparation, with historical and current positions difficult to compare consistently.
AUDIENCE
Chief Financial Officer, receivables teams
MY RESPONSE
I designed a snapshot-based management dashboard: one snapshot explains the current AR position, ageing and DSO; multiple snapshots reveal trends over time.
KEY CAPABILITIES- Current position and historical evolution
- Ageing and overdue exposure
- Sales, DSO & collection performance
- Automated doubtful-debt provisions
- Visible data-quality controls
A controlled path toward automated receivables monitoring, clearly positioned as a management view rather than a transactional ledger.
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.
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