Case Study: Strategic Financial Intelligence
Mosaddek Hosen Sajeeb
Case Study: Strategic Financial Intelligence Dashboard
Goal: To transform fragmented financial data into an executive-level decision-making tool.
The Work:
Data Engineering: Cleaned and reconciled 10,948 transactions from disconnected P&L and Balance Sheet sources using SQL, Python, and Power BI.
Advanced Analytics: Developed custom DAX models to track WCR (Working Capital Requirement), Debt-to-Equity ratios, and Net Income trends.
Visualization: Built a dynamic dashboard featuring risk gauges, WCR waterfall charts, and Month-over-Month (MoM) performance tracking.
The Impact:
Profitability: Confirmed a 15.3% net margin with a $2.1 Million net income on $13.7 Million in revenue.
Risk Management: Identified that 92% of revenue is concentrated in just two divisions, flagging a major strategic vulnerability.
Liquidity: Discovered $4.1 Million in outstanding AR, creating a plan to unlock $1.3 Million in working capital.
Cost Efficiency: Highlighted that Job Materials ($9.3M) drive 87% of expenses, providing a roadmap for margin improvement.
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Posted May 11, 2026
Case Study: Strategic Financial Intelligence Dashboard Goal: To transform fragmented financial data into an executive-level decision-making tool. The Work: D...
