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Workbook · Finance systems operator · 2026

Finance systems built for better decisions.

I build the systems behind the numbers—then use judgment to decide what those numbers mean. FP&A, systems, automation, and financial judgment across Excel, Python, SQL, Power BI, and operating process.

View work →Read insightsOpen lab

08 / METRICS_RANGE · HOME!B08:F12

Portfolio census

SOURCE / PORTFOLIO REGISTER

Metric register

INSIGHTS03
CASES03
LABS02
COURSES01

FIGURE 01 / CONTENT_MIX

Content mix

Published portfolio composition

COUNT

COUNT

32003INS03CAS02LAB01COU
Content mix counts
CategoryCount
INS03
CAS03
LAB02
COU01

SOURCE / PORTFOLIO REGISTER

09 / LATEST_INSIGHTS

From the working model

All insights →
NO.TOPICTITLEDATEREAD
03FP&A · AutomationAutomating the Month-End Pack: What Actually WorkedAug 20264 min →
02Excel · VBAFive VBA Validation Patterns Every FP&A Team Should StealAug 20265 min →
01Judgment · LearningWhat an MBA Actually Added to a Working Analyst's ToolkitAug 20264 min →

11 / SELECTED_WORK

Problem → System → Outcome

All cases →

CASE 01 · Python · SQL · SAP

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

ManualPublished
Open case →
BeforeMulti-daymanual assembly
AfterSame-dayreconciled delivery

CASE 02 · Excel · VBA · Financial Modeling

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.
ManualPublished
Open case →
BeforeDaysper cycle
AfterHoursvalidated consolidation

CASE 03 · Power BI · DAX · Executive Reporting

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.
ManualPublished
Open case →
BeforeDaysmanual MBR prep
AfterFew hoursshared definitions

15 / LIVE_RANGE / NOW!A1:B3

Current workbench

Live
Writing
an essay on FP&A as decision architecture
Building
a Python reconciliation drill
Practicing
SQL window functions for finance workflows

18 / NEXT_ACTION

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