Joy Z
I turn messy spreadsheets into insight-driven tools.
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This was a small project for a SaaS startup to review the raw data, and generate a financial report. There were some known data anomalies and the goal of the project was to discover the extent of those data issues and how it impacted the reported financials.
In my deliverables,...
Data AnalysisFinancial PlanningBusiness ConsultingGoogle SlidesMicrosoft ExcelMicrosoft PowerPointfinancialreportexcel
Excel model: 5-year forecast for new facility
I created a pro forma to forecast the financial impact of building a new healthcare facility. In the model, I built in dynamic levers to account for changes in operations, such as staff, number of available rooms in the building, and...
GTM enablement on customer value props slide deck
At this startup, the goal was to educate the sales and marketing team on how customers were getting value out of the platform. I created 30+ slides (one for each customer) on their "before" and "after" states, collaborating with...
Salary and Benefits budget for grant tracking
The goal was to build a spreadsheet that tracked all expenses on a grant budget, the salary and benefits being the most complex. The challenge was capturing all employees' varying start/end dates at varying amounts, and designed in a...
