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summitwave

Matt G

@summitwave

Excel and Power BI Dashboards, Financial Reporting

Stati Uniti
Inglese
Alcune informazioni sono riportate in lingua inglese.
Chi sono
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.... Continua a leggere

Competenze

s
summitwave
Matt G
offline • 

Consulta i miei servizi

Budget e previsioni
I will build a 12 month cash flow forecast in excel for your business
Automazioni
I will automate excel reports with power query for monthly reporting

Portfolio

Esperienza lavorativa

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.