Investor reporting and consolidation | Fintech SaaS by Rafael Maranon Perez de YerroInvestor reporting and consolidation | Fintech SaaS by Rafael Maranon Perez de Yerro

Investor reporting and consolidation | Fintech SaaS

Rafael Maranon Perez de Yerro

Rafael Maranon Perez de Yerro

I designed a Power BI investor dashboard for a PE-backed fintech SaaS business, covering revenue, margin trends and cash flow. I also led ROI and scenario analyses and improved consolidation across three subsidiaries, aligning revenue recognition with US GAAP and IFRS. An anonymised Fingate Advisors engagement as Director of Finance. Client data and identity are withheld.
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Posted Oct 27, 2026

Power BI investor reporting, ROI scenarios and three-subsidiary consolidation for a PE-backed fintech SaaS business. Anonymised Fingate engagement.