Geetika Vats
Accounting & Finance | FP&A | QuickBooks & Excel
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12-Month Financial Forecast & Cash Flow Model
Built a financial planning model using sample business data to support budgeting, forecasting, and cash flow analysis.
The model brings together revenue assumptions, operating expenses, profitability, monthly cash inflows and outflows, and projected cash balances to provide a forward-looking view of business performance.
It is structured to help management evaluate expected financial performance, identify potential cash flow gaps, and support data-driven planning decisions.
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SMB Financial Performance & Cash Flow Dashboard | Power BI
Built an interactive Power BI dashboard to analyze the financial performance of a small and mid-sized business using sample data.
The dashboard provides a consolidated view of sales revenue, profit, expenses, discounts, product performance, departmental expenses, and cash inflows/outflows. Interactive filters allow users to analyze performance by region and reporting period.
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E-commerce Revenue & Profit Dashboard | Power BI
Built an interactive Power BI dashboard using sample e-commerce data to analyze revenue, costs, profit, orders, products, categories, and geographic performance.
The dashboard includes KPI cards, revenue and profit trends, category analysis, country-level performance, product comparisons, and order-volume trends. Interactive filters allow users to explore the data by date, campaign, category, sales channel, and other dimensions.
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Anonymized Financial Reporting – Profit & Loss & Balance Sheet
Prepared and reviewed financial statements for a residential care business, including a detailed Profit & Loss Statement and Balance Sheet. The reports were organized to provide clear visibility into income, operating expenses, assets, liabilities, equity, and overall financial performance.
All client names, account-specific details, and financial amounts have been redacted for confidentiality.
Tools: QuickBooks Online | Excel
Focus: Financial Reporting | Bookkeeping | Account Reconciliation | Month-End Reporting
This is professional and makes it clear that the visuals are real work, but anonymized.
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