FINANCIAL ANALYTICS / DECISION SUPPORT
Financial operations dashboard.
BUDGETING
—
FORECASTING
—
KPI SUMMARY
A centralized financial planning system integrating budgeting, expense tracking, debt management, cash flow forecasting, and long-term planning.
CONTROL ROOM
Financial Operations Control Room
SYSTEM 04
1
Dashboard
Area
Status
Output
Budgeting
Automated
KPIs
Cash Flow
Forecast
Dashboard
Debt Tracker
Updated
Planning
FINANCIAL OPERATIONS SCHEMA
A single dashboard for financial visibility and planning.
01
Financial Inputs
Accounts, expenses, debt, goals
02
Calculation Layer
Recurring formulas and models
03
Forecast Views
Cash flow and long-term planning
CHALLENGE
Managing financial information across multiple accounts, recurring expenses, debt obligations, and long-term goals required frequent manual calculations and made it difficult to maintain a clear financial picture.
SOLUTION
Built an integrated financial operating system with automated calculations, live dashboards, and forecasting tools that consolidated financial information into a single decision-support platform.
MY ROLE
Designed dashboard architecture, built forecasting models, automated recurring calculations, developed reporting views, and created financial KPIs.
TOOLS
Excel
Financial Modeling
Dashboard Design
Forecasting
Advanced Formulas
IMPACT
Consolidated 6+ accounts and recurring obligations into one live dashboard, automated monthly reconciliation, and reduced manual calculation time by an estimated 80%.
FINANCIAL KPI SNAPSHOT
Fixed Expenses
$4,200
$4,150
−$50
On Track
Debt Paydown
$1,800
$1,800
$0
On Track
Discretionary
$900
$1,140
+$240
Flagged
Savings
$1,500
$1,500
$0
On Track