Services

Financial clarity
for the next decision.

From board-ready dashboards to driver-based models, I help growing businesses turn fragmented finance data into a view they can act on.

What we do

Practical finance intelligence,
built around your questions.

Financial dashboards

A clear operating view for the people responsible for revenue, margin, cash and performance.

Best forFinance leaders who need one reliable monthly view.

Typical outputPower BI dashboard, KPI definitions and handover notes.

Typical timingUsually 1–2 weeks for a focused first version.

Useful starting pointA sample export, KPI list, reporting audience and preferred review date.

Power BI executive reporting
Revenue, margin and cost analysis
Cash flow and working-capital visibility
Drill-through views for management questions

Explore dashboard portfolio 02

FP&A models

Transparent planning models that connect assumptions to forecasts, scenarios and decisions.

Best forGrowing businesses preparing a plan or testing a decision.

Typical outputDriver-based Excel model with scenarios and assumptions guide.

Typical timingUsually 2–4 weeks, depending on model depth and source data.

Useful starting pointHistorical financials, operating drivers, planning horizon and scenario questions.

Driver-based budgets
Rolling forecasts and reforecasts
Scenario and sensitivity analysis
Business cases and indicative valuations

Explore FP&A modelling 03

Reporting automation

Repeatable reporting flows that reduce manual preparation and give stakeholders one reliable view.

Best forTeams spending too much time rebuilding the same report.

Typical outputRepeatable reporting flow, controls and management-ready output.

Typical timingUsually 1–3 weeks for a defined reporting cycle.

Useful starting pointCurrent report, source files, reporting calendar and ownership of definitions.

Standardised reporting packs
ERP and Excel data preparation
KPI definitions and ownership
Management-ready commentary and controls

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How I work

A straightforward path
from data to action.

I start with a short fit call and a sample-data review. Typical timing begins once the required files, definitions and decision owners are available.

Understand

Clarify the decision, audience, definitions and sources behind the request.

Structure

Design the model, measures and information flow around the business drivers that matter.

Deliver

Present a usable dashboard or model, document assumptions and make the next action clear.

Start a conversation

Have financial data.
Need a clearer answer?

Tell me what you are trying to understand, report or plan.

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Financial clarity for the next decision.

Practical finance intelligence, built around your questions.