Data Analysis

See the decision logic in financial data, not just another table

I build financial analytics for controlling financial flows, donor funding, accounts receivable, plan versus actual, expenditure, balances and financial obligations. The data is brought into one model so the source of funds, movement, deadlines, deviations and risks can be traced.

Discuss your task What is included This service in the data journey ↗

When it is needed

The financial data exists. A clear management picture often does not.

Plan and actuals live in different files

Financial data is scattered across Excel workbooks, tabs and manual summaries, so the overall picture remains fragmented.

The variance is visible, the reason is not

A report may show a gap between plan and actuals, while the drivers behind that gap remain unclear.

Reporting is still assembled manually

The team repeats the same steps every month and has too little time left to validate and explain the numbers.

What I do

From files and formulas to a coherent financial model

Financial analytics should provide control, not just another report. Sources are first aligned into one structure, then the indicators are built to show cash movement, obligations, overdue items and deviations.

Control of financial flows, inflows, expenditure and balances.
Analysis of donor funding by source, programme, budget and spending deadline.
Monitoring of accounts receivable, repayment terms, overdue balances and concentration risk.
Plan-versus-actual comparison across budgets, periods, units and projects.
Indicator logic for Excel, Power Query, Power BI and management reporting.
Validation of formulas, links and the provenance of critical financial figures.

How I work

Start with the question. Build the model second.

Question

We define the financial decision that needs support and what level of precision is sufficient.

Sources

We collect files, forms and reference tables and check structure and compatibility.

Model

We build a consistent logic for plan, actual, variance and related indicators.

Validation

We reconcile the result against source materials and document limitations.

Decision

The final view is delivered as a report, dashboard or briefing note.

Application areas

Where financial analytics creates practical value

Budget and actuals

Control of plan vs actual, expenditure dynamics, balances and meaningful deviations.

Management reporting

One structure for leadership, finance teams and programme managers.

Programmes and projects

A separate view on financing, cash gaps, investment activity and resource use.