Setup and Automate Your Financial Reports in Excel or Power BI by Yusuf AdetonaSetup and Automate Your Financial Reports in Excel or Power BI by Yusuf Adetona
Setup and Automate Your Financial Reports in Excel or Power BIYusuf Adetona
As a Certified Accountant and Data Analyst with over 10 years of experience, I specialize in designing automated financial reports and dashboards using Excel and Power BI.
This service is ideal for:
SMEs, startups, and finance teams
Entrepreneurs needing clear business insights
Finance professionals looking to improve efficiency
What I offer:
Profit & Loss (P&L), Balance Sheet, and Cash Flow automation
Budget vs Actual dashboards
KPI dashboards (Sales, Expenses, Net Margin, etc.)
Drill-through reports and dynamic visualizations
Excel-based templates with formulas, pivot tables & slicers
Power BI interactive dashboards with DAX and slicers
Scheduled refresh and automation where possible
Tools & Tech:
Microsoft Excel (Advanced)
Power BI (Certified)
DAX, Power Query, Pivot Tables
Data from QuickBooks, Sage, SQL, or CSV/Excel files
Why Me?
Chartered Accountant (ACA, IFRS Certified)
Power BI Data Analyst Associate (Microsoft Certified)
Hands-on experience with finance automation and reporting
I understand both finance & technical automation
Delivery Includes:
Editable source files (Excel or PBIX)
Walkthrough or Loom video (if needed)
Support for small revisions post-delivery
Let’s turn your raw data into real financial insights!
What's included
Setup and Automate Your Financial Reports in Excel or Power BI
I will create and automate financial reports using Excel or Power BI. Whether you need dashboards, budget trackers, or month-end reporting, I’ll deliver insights that save time, reduce errors, and improve business decisions.
As a Certified Accountant and Data Analyst with over 10 years of experience, I specialize in designing automated financial reports and dashboards using Excel and Power BI.
This service is ideal for:
SMEs, startups, and finance teams
Entrepreneurs needing clear business insights
Finance professionals looking to improve efficiency
What I offer:
Profit & Loss (P&L), Balance Sheet, and Cash Flow automation
Budget vs Actual dashboards
KPI dashboards (Sales, Expenses, Net Margin, etc.)
Drill-through reports and dynamic visualizations
Excel-based templates with formulas, pivot tables & slicers
Power BI interactive dashboards with DAX and slicers
Scheduled refresh and automation where possible
Tools & Tech:
Microsoft Excel (Advanced)
Power BI (Certified)
DAX, Power Query, Pivot Tables
Data from QuickBooks, Sage, SQL, or CSV/Excel files
Why Me?
Chartered Accountant (ACA, IFRS Certified)
Power BI Data Analyst Associate (Microsoft Certified)
Hands-on experience with finance automation and reporting
I understand both finance & technical automation
Delivery Includes:
Editable source files (Excel or PBIX)
Walkthrough or Loom video (if needed)
Support for small revisions post-delivery
Let’s turn your raw data into real financial insights!
What's included
Setup and Automate Your Financial Reports in Excel or Power BI
I will create and automate financial reports using Excel or Power BI. Whether you need dashboards, budget trackers, or month-end reporting, I’ll deliver insights that save time, reduce errors, and improve business decisions.