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Business & Finance accounting & finance

Power BI / Power Query

$125/hr Starting at $250

I'm adept cleaning and structuring data in Power BI from multiple sources and then using that data to create insightful visualizations in Power BI.

As a Fractional CFO and holding various accounting-related credentials I create dashboards that help companies easily see their performance on various levels.

EXAMPLE: I extracted 11 different data sets from a clients QuickBooks Online.  I had to do a lot of cleanup - renaming, filtering, merging, etc. - to get the data into the right structure.  Once that cleanup was done, I created a multi-page dashboard with various metrics.  Some of these included Gross Profit and Net Income by client, Gross Profit and Net Income by Department (such as digital marketing or creative design), Gross Profit and Net Income by Team.  The allows Team Directors to drill down on their team performance by client or department, department heads to drill down on their department's performance, and account managers to understand profitability on a client level.  With that information, they can then manage the client relationships to ensure that every client is sufficiently profitable.

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$125/hr Ongoing

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I'm adept cleaning and structuring data in Power BI from multiple sources and then using that data to create insightful visualizations in Power BI.

As a Fractional CFO and holding various accounting-related credentials I create dashboards that help companies easily see their performance on various levels.

EXAMPLE: I extracted 11 different data sets from a clients QuickBooks Online.  I had to do a lot of cleanup - renaming, filtering, merging, etc. - to get the data into the right structure.  Once that cleanup was done, I created a multi-page dashboard with various metrics.  Some of these included Gross Profit and Net Income by client, Gross Profit and Net Income by Department (such as digital marketing or creative design), Gross Profit and Net Income by Team.  The allows Team Directors to drill down on their team performance by client or department, department heads to drill down on their department's performance, and account managers to understand profitability on a client level.  With that information, they can then manage the client relationships to ensure that every client is sufficiently profitable.

Skills & Expertise

AccountingControllerCost AccountingData AnalysisFinancial AnalysisFinancial ManagementFinancial PlanningForensic AccountingPower BIPower QueryProfit and Loss AnalysisQuickBooksRisk Management

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