Financial Analytics & Reporting

Pro

Ari Harrison

Starting at

6,000

About this service

Summary

I offer custom financial dashboards, automated reporting systems, and scenario planning tools built in Hex, connecting directly to your data sources to deliver real-time insights and stakeholder-ready reports without the need for specialized analysts. What makes me unique is my focus on fully automated, self-sufficient solutions that save you the cost and complexity of hiring experts, all for a one-time $6,000 fee with optional $250/month support—blending affordability with enterprise-level functionality.

Process

Step 1: Discovery and Requirements Gathering

Duration: 1-2 days Description: The process begins with a detailed consultation to understand your financial analytics needs. I’ll work with you to identify:

Key Metrics: What financial indicators (e.g., cash flow, ROI, budget variance) matter most to your organization?

Data Sources: Where does your data live (e.g., Excel, SQL databases, cloud platforms like QuickBooks or SAP)?

Stakeholders: Who will use the dashboards and reports, and what are their specific needs?

Goals: Are you focused on real-time monitoring, stakeholder communication, scenario analysis, or all of the above? This step includes a 1-hour virtual meeting (or email exchange, if preferred) where we map out your requirements. I’ll also assess the technical feasibility of connecting Hex to your data sources. Output: A project brief summarizing metrics, data sources, and deliverables, which you’ll approve before moving forward.

Step 2: Data Integration and Setup

Duration: 3-5 days Description: Once requirements are clear, I’ll connect your data sources to Hex, the platform powering the dashboards and reports. This involves:

API/Connector Configuration: Setting up secure connections to your systems (e.g., via APIs, CSV uploads, or direct database links).

Data Validation: Ensuring data flows correctly into Hex by testing sample datasets and verifying accuracy (e.g., checking that revenue figures match your records).

Structure Design: Organizing the data into a format that supports real-time updates and efficient querying. If your data requires cleaning (e.g., inconsistent formats), I’ll flag this and propose solutions, though major data restructuring might be an additional step. This phase ensures the foundation is solid for all deliverables. Output: A working data pipeline in Hex, ready for dashboard and report development.

Step 3: Custom Financial Dashboard Development

Duration: 5-7 days Description: With data connected, I’ll build the Custom Financial Dashboard:

Design: Create a user-friendly layout with visualizations (e.g., line charts for trends, pie charts for breakdowns) based on the key metrics we defined.

Interactivity: Add filters (e.g., by date, department) and drill-down options so you can explore details effortlessly.

Real-Time Functionality: Ensure the dashboard updates automatically as new data flows in. I’ll share a prototype midway through for feedback, allowing us to refine the design or metrics. The dashboard will be hosted in Hex, accessible via a secure link, with export options (PDF/Excel) if needed. Output: A functional dashboard, followed by up to 2 revision rounds to perfect it.

Step 4: Automated Reporting System Build

Duration: 4-6 days Description: Next, I’ll develop the Automated Reporting System:

Template Creation: Design up to 3 report templates tailored to your stakeholders (e.g., a high-level summary for executives, a detailed breakdown for managers).

Automation Setup: Configure Hex to generate and distribute reports on your chosen schedule (e.g., weekly PDFs emailed to a distribution list).

Insight Integration: Embed automated insights, like highlighting significant variances or trends, using Hex’s scripting capabilities. You’ll review the initial templates and delivery setup, with 1 revision round per template to adjust content or formatting. I’ll also provide a 30-minute training session to show you how to tweak schedules or recipients later. Output: A fully operational reporting system with templates and a setup guide.

Step 5: Scenario Planning Tool Development

Duration: 3-5 days Description: The Scenario Planning Tool is built as an extension of the dashboard:

Variable Selection: Define up to 5 adjustable inputs (e.g., sales growth rate, cost increase percentage) based on your strategic needs.

Logic Implementation: Program the tool in Hex to recalculate metrics instantly when variables change, showing results in graphs or tables.

User Interface: Embed it within the dashboard with clear instructions (e.g., sliders or input fields) for ease of use. After a prototype is shared, you’ll have 1 revision round to tweak variables or outputs. A brief PDF manual and 30-minute demo will ensure you’re comfortable using it. Output: A working scenario planning feature integrated into the dashboard.

Step 6: Testing and Quality Assurance

Duration: 2-3 days Description: Before final delivery, I’ll test all deliverables:

Accuracy: Verify that dashboard metrics, report data, and scenario outputs align with your source data.

Performance: Ensure real-time updates and automation run smoothly without delays.

Usability: Check that filters, exports, and tools are intuitive and error-free. Any issues found will be fixed, and I’ll simulate a full cycle (e.g., report generation, scenario run) to confirm reliability. Output: Polished, bug-free deliverables ready for use.

Step 7: Delivery and Handover

Duration: 1 day Description: Once approved, I’ll deliver:

Custom Financial Dashboard: A Hex link with access credentials.

Automated Reporting System: Active report schedules and a setup guide (PDF).

Scenario Planning Tool: Embedded in the dashboard, with a user manual (PDF). I’ll provide a final walkthrough (up to 1 hour) to ensure you and your team can navigate and maintain the solutions. Post-delivery, I’ll be available for minor troubleshooting (e.g., via email) for 7 days. Output: All deliverables fully deployed and documented.

Total Timeline

Estimated Duration: 18-29 days (depending on complexity, data readiness, and revision speed). This can be accelerated if data is pre-structured or requirements are highly specific upfront.

Key Notes

Collaboration: Your input during consultations and revision rounds is critical to aligning the deliverables with your vision.

Scalability: The solutions are built to adapt—new metrics or reports can be added later with minimal rework.

No Analysts Needed: Hex’s automation and my setup eliminate the need for ongoing analyst support, as promised.

This process ensures a robust, user-focused outcome that empowers your organization with actionable financial insights. Let me know if you’d like more detail on any step!

FAQs

What do I get for the $6,000 fixed rate?
The $6,000 fixed rate covers the complete setup of your custom financial analytics solution. This includes: A real-time Custom Financial Dashboard built in Hex, tailored to your key metrics. An Automated Reporting System with up to 3 report templates, scheduled and delivered to your stakeholders. A Scenario Planning Tool with 5 adjustable variables for strategic “what-if” analysis. You also get integration with up to 2 standard data sources (e.g., Excel, QuickBooks), 2 revision rounds, and training to ensure you’re set up for success—all delivered within 18-29 days. No ongoing fees are required unless you opt for monthly support.
What does the optional $250/month support cover?
The optional $250/month support is designed to keep your solution running smoothly and evolving with your needs. It includes: Management of your Hex subscription and data connections. Minor updates, like adding new metrics or tweaking dashboards. Email support for troubleshooting or questions. One free report template adjustment per quarter. This is entirely optional—your core deliverables work independently—but it’s perfect if you want ongoing enhancements without managing the system yourself.
How do you connect to my data sources?
I use Hex’s built-in connectors to integrate directly with your data sources, such as Excel, QuickBooks, SQL databases, or cloud platforms. During the discovery phase, we’ll identify your data locations and test the connection. The $6,000 base package includes up to 2 standard integrations; additional or complex sources (e.g., custom APIs) are $750 each. I’ll validate the data flow to ensure accuracy and real-time updates before building your dashboards and reports.
Can I customize the dashboards and reports after delivery?
Yes! The solutions are built in Hex, which has an intuitive interface for basic adjustments—like tweaking filters or report schedules—without needing technical expertise. During handover, I’ll provide training and a setup guide to get you started. For bigger changes (e.g., new metrics or redesigns), the optional $250/month support includes minor updates, or you can request revisions at $300 per round post-delivery.
Why choose this over hiring a financial analyst?
My service delivers the insights of a financial analyst without the ongoing cost or headcount. For a one-time $6,000 fee, you get automated, real-time analytics and reporting tailored to your business—something that could cost $50,000+ annually with a full-time analyst. Plus, there’s no manual upkeep; Hex handles the heavy lifting, and the optional $250/month support is a fraction of an analyst’s salary if you want ongoing tweaks. It’s a scalable, hands-off solution designed for efficiency.

What's included

Custom Financial Dashboard
A fully customized, interactive financial dashboard built in Hex, designed to connect seamlessly with your existing data sources. This dashboard will display your key financial metrics (e.g., revenue, expenses, profit margins) in real-time, with intuitive visualizations like charts, graphs, and tables. It will include filters and drill-down capabilities for detailed analysis. Format: Accessible via a secure Hex web link, with optional export options to PDF or Excel. Quantity: 1 dashboard, tailored to your specific metrics and data sources. Revisions: Up to 2 rounds of revisions to refine layout, metrics, or visualizations based on your feedback. Additional Details: Initial setup includes a 1-hour consultation to define key metrics and data integration requirements.
Automated Reporting System
An automated reporting system integrated with your data sources through Hex, delivering scheduled financial reports to your stakeholders. Reports will include pre-defined insights (e.g., trends, variances, forecasts) and can be customized for different audiences (e.g., executives, department heads). Automation ensures reports are generated and distributed without manual intervention. Format: Reports delivered as PDF attachments via email or accessible in Hex, with a frequency (e.g., daily, weekly, monthly) defined by you. Quantity: 1 system setup, supporting up to 3 unique report templates. Revisions: 1 round of revisions per template to adjust content, design, or delivery schedule. Additional Details: Includes a setup guide and a 30-minute training session on managing report schedules and templates.
Scenario Planning Tool
A dynamic tool within Hex that allows you to perform scenario planning by adjusting variables (e.g., sales growth, cost increases) and instantly visualizing their impact on your financial metrics. This deliverable empowers you to test "what-if" scenarios and share results with stakeholders for strategic decision-making. Format: Embedded as a feature within the custom financial dashboard, accessible via Hex. Quantity: 1 scenario planning tool, configured with up to 5 adjustable variables based on your needs. Revisions: 1 round of revisions to tweak variables or output displays. Additional Details: Comes with a brief user manual (PDF) and a 30-minute demo to ensure you can use it effectively.

Example projects