Automated Financial Statements in Power BI

Roham Pourmehr

Automated Financial Statements (Income Statement, Balance Sheet, Cash Flow) in Power BI

Performance Visibility 📊
Provided self-service real-time visibility into the performance of actuals vs financial targets such as budget and forecasts
Allowed for easy drill-down to understand the root cause of variances vs. financial targets for easy commentary and communication of variances
Decision-Making Support🧠
Enabled detailed scenario analysis by modifying assumptions to dynamically model the financial impact
Automated Manual Work ⚙️
Saved over 40 hours monthly in month-end manual work by automating data retrieval and modeling from multiple sources
Ensured data integrity with proactive quality control mechanisms, mitigating risks of data loss across the ETL pipeline.
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Posted Jan 18, 2025

Designed and implemented dynamic financial dashboards with interactive drill-down capabilities to analyze variances against budgets and forecasts, enabling det

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