FINANCIAL ANALYTICS / DECISION SUPPORT
BUDGETING
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FORECASTING
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KPI SUMMARY
A centralized financial planning system integrating budgeting, expense tracking, debt management, cash flow forecasting, and long-term planning.
FINANCIAL OPERATIONS SCHEMA
01
Financial Inputs
Accounts, expenses, debt, goals
02
Calculation Layer
Recurring formulas and models
03
Forecast Views
Cash flow and long-term planning
04
Decision Output
KPIs, reports, scenario views
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.
IMPACT
Unified budgeting, forecasting, and financial reporting into one operational dashboard.
TOOLS
Excel
Financial Modeling
Dashboard Design
Forecasting
Advanced Formulas