A fully integrated three-statement model — income statement, balance sheet, and cash flow — built for a growth-stage company across a four-year forecast horizon. Working capital, debt, and tax schedules sit on dedicated tabs and flow into the consolidated outputs. Built so the balance sheet balances every period and cash reconciles cleanly between the indirect cash flow and the cash line on the balance sheet.
Sensitivity toggles on revenue growth, gross margin, and capex assumptions let users stress-test the forecast without breaking the model. Audit-grade discipline throughout: no hard-coded outputs, clear input/calculation/output separation, formula transparency on every line.
My background is in audit at PwC and as a controller at a major alternative asset manager — so I've spent years reviewing models for what breaks under pressure, then building them to a standard that holds up to that review.
Illustrative sample built for portfolio purposes. Happy to adapt for your specific business — SaaS, services, consumer, marketplace, or other.
I created an interactive Excel dashboard to analyze sales performance across different business dimensions.
Key Insights & Features:
• Total Orders, Sales & Profit KPIs
• Sales & Profit by Region
• Sales by City
• Category-wise Sales, Profit & Profit %
• Weekly Sales Analysis
• Interactive Slicers for Week, Category & Region
• Start Date & End Date tracking
• PivotTable-based analysis
This dashboard is designed to turn raw sales data into clear and actionable business insights using Excel.
Client had raw sales data (14 rows across UK/USA, split by quarter) and needed it turned into something actually usable. I cleaned it up and built a PivotTable that breaks total sales down by rep and country, with grand totals for both.
What I did:
Structured the raw data into a proper table (consistent headers, currency formatting)
Built a PivotTable summarizing Sum of Sales by Last Name and Country
Used SUMIFS so the totals update automatically if the source data changes — nothing hardcoded
Checked every formula for errors before delivery
Delivered as a working .xlsx file, ready to plug into a bigger report or dashboard.
If you've got messy sales/ops data sitting in a spreadsheet and need it turned into something you can actually read at a glance, this is exactly the kind of thing I can help with.