Financial Performance Dashboard & Reporting Automation

The Challenge

A complex, multi-program organization relied heavily on spreadsheets for financial reporting.
Reports were manual, slow to produce, and difficult to interpret at a leadership level.

Decision-makers lacked real-time visibility into cash position, budget performance, and program efficiency.

The Solution

I designed a fully automated financial reporting system using Power BI that consolidated data from multiple sources into a single, trusted dashboard.

The solution provided:

• A one-page executive financial snapshot

• Clear tracking of cash runway and burn rate

• Program-level performance and budget variance analysis

• Drill-down from high-level KPIs to transaction details

The Outcome

• Reporting time reduced dramatically

• Leadership gained confidence in the financial data

• Financial risks were identified earlier

• Decision-making became faster and more data-driven

Skills Demonstrated

• Business intelligence & dashboard design

• Financial analysis & KPI development

• Data modeling and transformation

• Stakeholder-focused storytelling with data