Financial Performance Dashboard
A financial reporting suite automating budget vs. actuals, margin analysis, and cash flow forecasting.
55+
Monthly Hours Saved
+31%
Forecast Accuracy
-95%
Reporting Errors
Overview
A financial reporting suite automating budget vs. actuals, margin analysis, and cash flow forecasting.
Business Challenge
The finance team spent over 60 hours a month manually building budget vs. actuals reports in Excel, with high risk of formula errors and no forward-looking forecast.
Solution
Automated the entire reporting pipeline from ERP export to Power BI, added rolling cash flow and margin forecasts, and built a governed model finance could trust without manual reconciliation.
Technology Stack
Architecture diagram & screenshots available on request
Lessons Learned
Finance stakeholders needed audit-trail transparency into every number — building explainability into the model was as important as accuracy.