Title: From Raw Transactions to Management KPIs: A Recurring Financial Reporting System Descripti...Title: From Raw Transactions to Management KPIs: A Recurring Financial Reporting System Descripti...
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Title: From Raw Transactions to Management KPIs: A Recurring Financial Reporting System
Description: Built a repeatable reporting system that turns raw operational data — sales, loan portfolio, transactions — into a standard set of financial KPIs management reviews every month, replacing ad hoc spreadsheet rebuilds with a consistent, repeatable process.
Challenge: Management wanted a reliable monthly view of business performance, but the underlying data lived across multiple raw exports with no single definition of each metric — every report was rebuilt by hand, and numbers didn't always match between departments.
Approach: Defined a single set of KPI formulas once (revenue, portfolio yield, collection rate, cost-income ratio, EBITDA margin), then built a structured process that pulls raw data, applies the same transformations every cycle, and outputs the same report format month after month.
What I did: Designed the data structure and metric definitions, standardized how raw fields map to each KPI, and built the process to be refreshed rather than rebuilt — a new month's numbers flow in without re-deriving the logic from scratch.
Outcome: Turned a multi-day manual reporting cycle into a same-day refresh, with every department working from the same numbers and the same definitions.
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