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summitwave

Matt G

@summitwave

Excel and Power BI Dashboards, Financial Reporting

Vereinigte Staaten
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I turn messy spreadsheets into clean Excel reports, Power BI dashboards and financial models you can actually use. 15+ years in business intelligence, including monthly revenue-share reporting on $1M+ a month in vendor payments and billing reconciliation in Excel and SQL. Numbers that tie out, not just pretty charts. I do: Excel dashboards, Power BI reports, report automation (Power Query, macros), reconciliations and data cleanup. Send me your file and what you need, and I'll reply with a fixed price and delivery date.... Mehr lesen

Kompetenzen

s
summitwave
Matt G
offline • 

Meine Dienstleistungen

Budget & Prognose
I will build a 12 month cash flow forecast in excel for your business
Ab45 $ / ProjektWeitere Details
Automatisierungen
I will automate excel reports with power query for monthly reporting
Ab35 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

Confidential

Senior Financial Reporting Analyst

Confidential

Oct 2016 - Present • 10 yrs

I own the company's two largest monthly financial reports. Vendor revenue share: I calculate over $1 million a month in revenue share payments to hundreds of vendors, across thousands of sites and hundreds of products, each with its own contract rates. Payer billing: I calculate what the company bills each month at a similar volume, applying hundreds of unique billing rules. I also build ad hoc reports for finance and leadership, pulling data from finance and accounting databases with SQL and turning it into Excel reports using formulas, lookups, tables, pivot tables and macros.

U.S._Bank

Business Intelligence Analyst

U.S. Bank

Jan 2014 - Oct 2016 • 2 yrs 9 mos

Built KPI dashboards and cleaned data for leadership reporting. Pulled requested datasets, prepared them for analysis, and presented the results in dashboard form.

FAMS

Account Manager and Data Analyst

FAMS

Jan 2011 - Jan 2014 • 3 yrs

Reviewed large datasets, condensed them into usable tables, and built visuals so executives could see where performance was lagging.