Wins

A few anonymized, executive-ready snapshots.

Names and specifics are anonymized, but the patterns are real. These are representative of the work I’m typically brought in to do.

Mid-market SaaS · Azure + Power BI

From post-migration chaos to trusted daily dashboards.

Before

Azure migration completed, but Power BI refreshes failed multiple times per week.
CFO, FP&A, and RevOps all had slightly different revenue numbers.

After

Standardized financial views in Azure SQL with governed metrics.
One consolidated executive dashboard suite used in weekly reviews.
Refresh failures reduced to near zero, with basic monitoring in place.

CPG manufacturer · Power BI

Reducing reporting sprawl to restore confidence.

Before

40+ executive-facing reports, many telling slightly different stories.
Leaders exported everything to Excel to “fix” the numbers.

After

Reduced to 6 executive-grade dashboards with clear ownership.
Centralized metric layer with documented definitions.
Month-end close conversations focused on decisions, not reconciliations.

Multi-location operations · BigQuery + Looker

Removing single-analyst risk from leadership reporting.

Before

Key dashboards ran off an analyst’s local scripts and spreadsheets.
No single, auditable source of truth for location performance.

After

Pipelines moved into BigQuery with documented transformations.
Governed Looker model powering consistent leadership views.
Executive visibility no longer dependent on one person.

Leadership feedback

“We went from 40+ conflicting reports to a small set of dashboards everyone actually uses. The biggest change was not the tools, but knowing that the numbers line up with how finance defines them.”

— Anonymized CFO, mid-market B2B organization