FP&A Consultant | Financial Modelling | CFA & ACCA
Customer & SKU Profitability Analysis | Excel FP&A
Developed an Excel-based profitability analysis tool for a fictional FMCG business, providing detailed financial insights across customers, product categories and individual SKUs.
The model combines budget versus actual reporting with interactive filtering to help identify profitability drivers and areas requiring commercial attention.
Key features:
Customer, category and SKU-level financial analysis
Revenue, gross profit and gross margin reporting
Budget versus actual performance comparisons
Gross margin variance analysis in basis points
Dynamic customer and category filters
Business value: Enables finance and commercial teams to identify underperforming products, understand customer profitability and make more informed pricing and portfolio decisions.
Independent portfolio demonstration using fictional data. Part of the Northstar Consumer Products financial analysis project.
0
14
Revenue Variance Analysis | Price, Volume & Mix (PVM)
Developed an Excel-based revenue variance analysis model for a fictional FMCG business to identify the underlying drivers of budget versus actual sales performance.
The analysis separates revenue movements into price, volume and product mix impacts, providing greater visibility into commercial performance.
Key features:
Price, Volume & Mix variance calculations
Budget versus actual revenue reconciliation
Interactive customer and category analysis
Variance bridge visualisation
Identification of key revenue performance drivers
Business value: Helps commercial and finance teams understand why revenue changes, identify pricing and volume opportunities, and support more informed business decisions.
Independent portfolio demonstration using fictional data. Part of the Northstar Consumer Products financial analysis project.
0
15
Northstar Consumer Products | FP&A Dashboard & Profitability Analysis
Developed an interactive Excel financial model for a fictional FMCG business, combining budget vs actual reporting, Price–Volume–Mix (PVM) analysis and customer-level profitability insights.
The dashboard helps demonstrate how businesses can identify revenue drivers, monitor gross margins and make better commercial decisions.
Tools: Microsoft Excel, Financial Modelling, FP&A and Variance Analysis.
Independent portfolio project using fictional business data.
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26
Automating Your Data with SQL, Alteryx & Python
Automating Your Data with SQL, Alteryx & Python
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Financial & Tech Writer | CFA Charter | 15yrs experience
Financial & Tech Writer | CFA Charter | 15yrs experience
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Financial Modelling & FP&A Consultant | Excel & Power BI
Excel Model Clean-up & Automation (sample) - Example of tidying a messy spreadsheet into a clear inputs, calculations and outputs model with error checks. Sample built on fictional data.
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54
Monthly Management Pack (sample) - Monthly management pack for a fictional joinery business: budget vs actual, reforecast, cash and working capital, and a KPI dashboard with commentary. Sample built on fictional data.
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61
UK Healthcare IT Project Support Consultant
Developed an NHS-style business case and financial model to support decision-making for a cloud EHR modernisation programme.
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64
Developed a high stake requirement workshops for NHS care pathway translating clinical and operational needs into structured digital requirements
1
49
Career Arc — How My Journey Fits Together
Early Career: Building the
Blueprint
I started by mastering the
fundamentals — RAID logs, stakeholder registers, communication plans,
governance frameworks. I built the structures that make projects stable,
predictable, and safe.
Mid Career: Specialising in
Healthcare Digital Transformation
I moved into NHS digital
transformation, focusing on compliance, clinical safety, patient‑centric
design, and operational readiness.
Current Trajectory: Strategic
Digital Leadership
Today, I operate at the
intersection of:
digital strategy
governance
compliance
financial modelling
clinical workflow optimisation
I help organisations make
confident, informed decisions about the digital futures they want to build.
My work is about improving
efficiency, enhancing patient care, and ensuring that every digital solution is
safe, compliant, and genuinely useful to the people who rely on it.
1
53
Cloud EHR Modernisation Programme Business Case & Financial Model
Verified
• 🔗 IT Project Manager NHS
• 23/08/2026
Overview
Innovate Health IT, a 500-bed acute NHS Trust, faced significant challenges with its aging on-premises EHR system, including rising costs, frequent outages, limited scalability, and poor interoperability, which hindered operational resilience and clinical safety. The candidate was tasked with evaluating a strategic transition to a modern cloud-based EHR platform to address these critical issues and align with national digital transformation mandates.
What I did
Developed a detailed 5-year financial model, including cash flow projections, Net Present Value (NPV), and Return on Investment (ROI), explicitly adhering to HM Treasury Green Book guidance for public sector projects.
Conducted a comprehensive options appraisal comparing current on-premises, cloud-based, and hybrid EHR solutions, detailing their respective pros and cons.
Performed a sensitivity analysis on key financial variables (subscription cost, migration cost, productivity gains) to assess financial viability under different scenarios.
Identified and mitigated key risks associated with cloud EHR transition through a structured RAID log, proposing specific mitigation strategies.
Designed a benefits realization plan, outlining KPIs, ownership, governance, and reporting cadences for tracking both cashable and non-cashable benefits.
Authored a strategic business case highlighting national NHS mandates (EPR 2025, Shared Care Record, DSPT, Cyber Strategy) and their influence on the recommendation.
Outcomes & deliverables
Produced a comprehensive business case document recommending a cloud-based EHR transition for Innovate Health IT.
Developed a detailed 5-year financial model demonstrating a negative NPV of –£2.90M and an ROI of –64%, typical for strategic NHS EPR programs.
Identified 5 key risks and their mitigation strategies within a structured RAID log.
Outlined a benefits realization plan with clear KPIs for tracking both cashable and non-cashable benefits like improved clinical safety and cybersecurity.
Provided a clear, data-backed recommendation for the cloud EHR, emphasizing strategic alignment over purely financial returns.
Impact
I developed a detailed business case for a major NHS Trust, justifying a strategic shift to a cloud-based Electronic Health Record (EHR) system through rigorous financial analysis and strategic alignment, securing buy-in for a critical digital transformation.
Tools & methods
Excel/Google Sheets (financial modeling), NHS Green Book (discount rate guidance), Risk Assessment Frameworks, Benefits Realization Frameworks
Reflection
I learned that while traditional financial metrics (NPV, ROI) may appear negative for NHS EPR modernization due to the nature of non-cashable benefits, the strategic imperative for improved resilience, cybersecurity, and interoperability often outweighs these financial limitations, necessitating a nuanced approach to business case development.
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108
Bookkeeping & VAT Returns for UK Businesses
Bookkeeping & VAT Returns for UK Businesses
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Financial models & advisory for investors and SMEs
Financial models & advisory for investors and SMEs
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Fullstack React/C# Industry Expert
Fullstack React/C# Industry Expert
