Sade Beckles
Helping leaders gain visibility into performance, profitabil
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UTC Financial Performance Dashboard
Built an executive performance dashboard using publicly available financial data from the Unit Trust Corporation (UTC) of Trinidad & Tobago.
This project was a self-directed analytics exercise designed to demonstrate how financial institutions can transform complex reporting into clear, decision-ready insights.
The dashboard consolidates key performance indicators, profitability metrics, asset growth trends, distribution performance, and portfolio health into a single executive view. It also includes strategic observations and performance benchmarking to support leadership discussions.
Tools: Power BI, Excel, Financial Analysis, KPI Framework Design, Data Visualization
Project Type: Independent Portfolio Project (not commissioned by UTC)
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