Financial Data Analysis & BI Solutions for Data-Driven Decisions

Felipe Delgado

(0)

Starting at

/hr

About this service

Summary

I offer tailored financial analysis, business intelligence solutions, and data-driven strategies to help businesses improve decision-making, optimize performance, and maximize profitability. With a unique combination of expertise in economics, data science, and financial planning, I specialize in transforming complex data into actionable insights using tools like Power BI, Excel, Tableau, and SQL. My focus on delivering clear, customized solutions ensures clients achieve measurable results and sustainable growth.

Process

1. Initial Consultation

• Understand your business goals, challenges, and project requirements.

• Define the scope of work, key deliverables, and timelines.

2. Data Collection & Analysis

• Gather relevant financial, operational, or business data.

• Clean and structure the data for analysis to ensure accuracy.

3. Custom Solution Design

• Build tailored financial models, dashboards, or reports based on your needs.

• Leverage tools like Power BI, Tableau, Excel, or SQL to create actionable insights.

4. Insight Development

• Analyze trends, identify opportunities, and uncover inefficiencies.

• Develop data-driven strategies and actionable recommendations.

5. Presentation of Results

• Present findings through professional dashboards, reports, or presentations.

• Provide clear explanations, strategic insights, and next steps.

6. Review & Revisions

• Collaborate with you to refine the outputs as needed.

• Ensure the solution aligns perfectly with your business objectives.

What's included

Custom Financial Dashboards
• Interactive dashboards (Power BI, Tableau, or Google Sheets). • Visual insights into KPIs, financial metrics, and business performance. • Real-time updates and clear visualizations for decision-making.
Financial Models and Forecasts
• Comprehensive financial models for budgeting and planning. • Cash flow projections and profitability analysis. • Scenario analysis to evaluate risks and opportunities.
Detailed Insights Reports
• In-depth written reports with key findings and actionable recommendations. • Breakdown of trends, inefficiencies, and opportunities. • Strategic steps to optimize financial or operational performance.
Data Cleaning and Analysis
• Cleaned and structured datasets ready for analysis. • Identifying anomalies, patterns, and trends in financial or operational data. • Advanced analysis with SQL, Excel, or Python (if required).
Strategic Recommendations
• Clear, actionable strategies tailored to the client’s business goals. • Recommendations for cost reduction, revenue growth, and efficiency improvements. • Priority-based action plans for implementation.
KPIs and Performance Metrics
• Defined Key Performance Indicators (KPIs) to track success. • Benchmark analysis and goal-setting based on industry standards.

Skills and tools

Financial Analyst

Business Consultant

Data Analyst