Results, not just resumes.
Client names and logos are shown only with written permission — most finance teams prefer discretion about their internal reporting. What follows are real engagements, real results, and quotes from the people who sat in the room.
Case study · Excel for Finance workshop
4.9 / 5 — the highest-rated Excel workshop I've run.
A multinational technology company, finance team
A one-day Excel 365 data-skills workshop for a 20-person finance team, focused on Power Query, dynamic arrays, and pivot tables built for management reporting. The brief was simple: the team was spending the first two days of every month-end manually cleaning data before any real analysis could start.
See this workshopThe speed of the session and the detailed, clear information provided by the trainer. It was easy to follow and understand.
Participant feedback, post-session evaluation
Sample work · Power BI financial dashboard
From a raw GL export to a report the CFO opens on Monday.
A representative example of the dashboards built in the Power BI Financial Dashboards workshop: a P&L summary with drill-through to account detail, a budget-vs-actual view with variance highlighting, and a rolling 12-month trend — all refreshed from a single clean data model, no manual copy-paste required.
The design principle is consistent across every dashboard I build with clients: five things a decision-maker needs on the first screen, with everything else one click away. Data shown here is illustrative, built from a sample dataset rather than a specific client's figures.
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Case study · Excel budgeting model
A budgeting process that survived contact with month-end.
Goh Bee Khian, Senior Finance Manager, Rohde & Schwarz Malaysia
This finance team's annual budget lived in a single, fragile spreadsheet that broke every time someone added a cost centre. We rebuilt it as a structured Excel model — proper tables, data validation, named ranges — so it could be extended without anyone accidentally overwriting a formula, and trained the team to maintain it themselves.
See this workshopYour understanding of finance topics makes you relate very well the usage of Excel functions to company reporting and analyses. Your little tricks in Excel could save us a tremendous amount of time.
Goh Bee Khian, Senior Finance Manager, Rohde & Schwarz Malaysia
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Every engagement starts with a short conversation about what your team is actually struggling with.
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