Financial Analyst · Excel Specialist
Advanced Excel Expert · Financial Economist · Bookkeeping Specialist
The "Why"
I don't just build spreadsheets — I build financial models that drive decisions. My degree in Monetary and Financial Economics gives me the theoretical lens to see why a number matters; my bookkeeping qualification gives me the discipline to ensure every figure is reconciled to the source; and my advanced Excel expertise — Power Query pipelines, VBA automation, Power Pivot data models — gives me the engine to deliver those insights at scale.
The combination is rare. Most Excel specialists know formulas but can't read a trial balance. Most bookkeepers are precise but slow. Most economists are strategic but never open a spreadsheet. I work at all three intersections, which means I can take a question from a finance director on Monday morning and ship a model, a dashboard, or a reconciled report by the end of the week.
Toolkit
A blend of technical depth and domain expertise that lets me move from raw data to board-ready insight without leaving Excel.
XLOOKUP, INDEX/MATCH, SUMIFS, LET, LAMBDA, dynamic arrays, text/date logic
ETL from CSV, Excel, SQL, web & SharePoint; merge, append, pivot/unpivot, parameters
Custom functions, event handlers, UserForms, scheduled refresh, error handling
Star-schema modeling, measures, time intelligence, CALCULATE & iterator functions
DCF, scenario analysis, sensitivity tables, three-statement models, KPI dashboards
Selected Work
Models and dashboards built for clarity, accuracy, and speed — the kind of work that turns a finance team's weekly question into a one-click answer.
Built a fully automated monthly P&L dashboard that refreshes from the GL with one click — cutting the close cycle from five days to four hours.
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VBA-driven amortization schedule with sensitivity analysis across variable interest rates and prepayment scenarios — built for a regional credit union.
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A reconciliation workbook for a small-business client that flags every variance over a threshold using SUMIFS and conditional formatting — one tab, zero formulas to retype.
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A rolling cash-flow forecast with three scenarios (base, downside, severe) built in Power Pivot. CFOs can swap assumptions and see the runway shift in real time.
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A Power Query pipeline that ingests twelve monthly CSVs, reconciles them against the ERP export, and produces a single clean Table — refresh, don't relink.
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A board-ready KPI tracker built on a star-schema Power Pivot model with slicers, sparklines, and conditional traffic-light formatting — one page, every metric.
View case study →Credibility
“Awaiting first recommendation. Past colleagues, professors, and clients are warmly invited to share a short note about working with me — I will feature it here as soon as it lands.”
“Two or three sentences are enough — what we built together, what changed because of it, what you can expect from working with me. A LinkedIn recommendation is the fastest path to landing here.”
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Perspective
Notes on the modeling, automation, and analysis I do every day. Replace these titles with your first three posts once you start writing.
A walkthrough of how I layered CPI scenarios onto a 12-month forecast to stress-test purchasing power — and why the choice of base year matters more than the choice of model.
Read more →Step-by-step: a VBA routine that matches thousands of ledger lines against a bank statement, flags the differences, and writes a reconciliation report to a separate sheet — all triggered from a single button.
Read more →Why the most valuable analysts in 2026 aren't the ones with the deepest technical skills, but the ones who can take a clean trial balance and turn it into a board-ready chart in an afternoon.
Read more →Get in Touch