Map the reporting process
Review your source files, chart of accounts, management pack and the decisions it needs to support. Agree the scope before implementation.
FP&A · FINANCE AUTOMATION · UK & QATAR EXPERIENCE
Less time
building reports.
More time
moving forward.
Turn monthly spreadsheets into a repeatable reporting process. Clear financial models, reconciled numbers and Power BI reporting built around the decisions your team makes.
Practical finance expertise. UK and Qatar experience.
A CLEARER VIEW OF PERFORMANCEFictional demo
The numbers.
The story behind them.
The story behind them.
Revenue · YTDQAR 10.36mActual, Jan–Jun 2026
EBITDA · YTDQAR 2.05m19.8% margin
Jan
Feb
Mar
Apr
May
Jun
↗
Open the financial performance demo →From reporting to understanding.
Explore actuals, budget variances and a forecast scenario in the live demonstration.
Financial planning & analysisPower BIAlteryxManagement reportingProcess improvement
ONE DEFINED PROBLEM. A COMPLETE WORKFLOW.
Make your next reporting
cycle a better one.
If your finance team spends days collecting files, checking mappings and rebuilding the same pack, start with a focused reporting automation project.
Connect numbers to decisions
Create repeatable data preparation, reconciliation checks and a financial model. Present the agreed KPIs and variances in Power BI.
Give your team ownership
Document the refresh process, train the users and explain exception handling. Agree ongoing support separately, if needed.
THE STARTING ENGAGEMENT
Monthly finance
reporting automation.
A focused pilot for one entity, with defined data sources and reporting requirements. The proposal follows a discussion of your workflow and data complexity.
Discuss a pilot →What we can scope together
- P&L actual versus budget and management KPIs
- Financial mappings and reconciliation checks
- A Power BI management reporting dashboard
- A repeatable refresh and exception process
- Documentation and practical handover training
- An agreed delivery plan and support boundary
Software licensing, additional entities and further integrations are scoped separately. No fixed outcome or savings are assumed.
FF
FINANCE JUDGMENT.
TECHNICAL DELIVERY.
FINANCE AND TRANSFORMATION EXPERIENCE
Built inside complex finance teams.
FP&A Director-designate at a conglomerate in Qatar, with experience leading group-wide planning, forecasting and performance reporting across a diversified portfolio.
With 14+ years across the UK and Qatar, the experience spans real estate, healthcare, hospitality, FMCG, aerospace, manufacturing, banking and technology. The work combines executive decision support with practical digital transformation through Power BI, Alteryx, SAP FICO, SAP SAC and financial modelling.
That means a reporting approach grounded in how finance actually operates: clear definitions, reconciled data, useful variance analysis and a refresh process that teams can own.
14+ yearsFinance experience
UK + QatarProfessional experience
Power BI + AlteryxTransformation delivery
CAREER EXPERIENCE
A career built across finance, operations and transformation.
FIND YOUR STARTING POINT
What is slowing your finance team down?
Too much spreadsheet preparation?
Build repeatable data preparation with Alteryx, consistent mappings and reconciliation checks before the numbers reach your reporting pack.
Discuss reporting automation →A forecast that is hard to explain?
Connect operational drivers to financial outcomes with scenario models, clear assumptions and a practical forecasting process.
Explore the scenario demo →Plenty of data, few clear answers?
Bring KPIs, budget variances and management commentary together in a Power BI reporting experience shaped around leadership decisions.
Discuss your management pack →BEFORE WE START
A few practical answers.
Can we start with our existing Excel files?
Yes. A first discussion can focus on the files and reports you already use, the checks you need and the reporting decisions you want to improve.
Can you help our team maintain the solution?
Documentation, refresh instructions and practical training can be included in the agreed scope. Ongoing support can be discussed separately.
Is the demo based on employer or client data?
No. It uses a fictional company and dataset. Companies shown above represent professional employment experience, not client endorsements or affiliations with this independent website.
START WITH YOUR REPORTING CHALLENGE
What would you like
your team to spend
less time doing?
Share the report you prepare, the systems you use and the part of the process that takes the most time. Please don’t send confidential financial data in an initial enquiry.