Workbook · Finance Systems Operator · 2026
Finance systems built for better decisions.
Senior Financial Analyst · FP&A · Finance Systems · Automation
Financial analysis, forecasting, management reporting and automation across Excel, SAP, Power BI, SQL, Python.
03 / PROFILE_RANGE · HOME!A03:E04
- Role
- Senior Financial Analyst
- Focus
- FP&A · Finance Systems · Automation
- Stack
- Excel · SAP · Power BI · SQL · Python
- Location
- Mississauga, Ontario, Canada
08 / METRICS_RANGE · HOME!B08:F12
Portfolio census
Metric register
FIGURE 01 / CONTENT_MIX
Content mix
Published portfolio composition
COUNT
COUNT
| Category | Count |
|---|---|
| INSIGHTS | 09 |
| CASES | 03 |
| LABS | 03 |
| COURSES | 01 |
11 / SELECTED_WORK
Problem → System → Outcome
FP&A Month-End Reporting Automation
- Problem
- Month-end management reporting required several days of manual data gathering from multiple sources each cycle — extraction by hand, spreadsheet reconciliation, and re-keying into the reporting pack.
- System
- Automated the month-end management reporting pipeline — SQL extraction, Python validation, Power BI delivery.
- Outcome
- The reporting cycle moved from multi-day assembly to same-day availability.
~20 hours / month of manual consolidation removed
Excel/VBA Budget Consolidation Toolkit
- Problem
- Consolidating a dozen department budget templates into the master model was a manual copy-paste exercise every cycle, with version-control and broken-formula risk on every round.
- System
- One-click consolidation of department budget submissions with validation and rolling forecast refresh.
- Outcome
- Consolidation effort dropped from days to hours per cycle.
Executive KPI & MBR Dashboard
- Problem
- Leadership reviews ran on static, manually prepared decks.
- System
- A Power BI KPI dashboard for the monthly business review with drill-through from summary to account level.
- Outcome
- Metric definitions are now shared across the pack.
16 / LATEST_INSIGHTS
From the working model
Latest signals
Thinking in motion
Still copying names, owners, or categories between Excel files? That's exactly the kind of job XLOOKUP should eliminate. One key → one maintained reference → one answer. The formula is easy. Keeping the reference table clean is the real control.
Open ↗
22 / PRACTICE_RANGE
Practice & learning
Hands-on drills and structured modules for finance automation — secondary to execution evidence above.
24 / LIVE_RANGE / NOW!A1:B3
Current workbench
Live- Insights
- an essay on FP&A as decision architecture
- Building
- a controlled finance reconciliation drill
- Practicing
- SQL window functions for finance workflows