Reporting · Finance · BI
Reporting &
Finance
One source of truth for finance, marketing and management.
I build data warehouses and reporting that automate month-end close, investor reporting and management KPIs. With clear definitions, so everyone talks about the same numbers and nobody has to reconcile spreadsheets any more.
Focus areas
From the source system to the figure in the board deck.
Data warehouse & semantic layer
Bring shop, ERP, CRM and marketing data together in one data warehouse, with a semantic layer that defines metrics once, for everyone.
BigQuery · Dataform · Airflow · Airbyte · Cloud RunAutomating finance reporting
Month-end and year-end close, investor and board reporting from the data warehouse instead of manually maintained spreadsheets.
Forecasts & KPI trees
Revenue forecasts, KPI trees and LTV calculations that show which levers really move the result.
BI & dashboards
Reports that teams understand and use, in the BI tool that suits you.
Power BI · Tableau · Looker Studio · SpreadsheetsProcesses & data quality
Business and process analysis with the departments, shared definitions, data contracts and documentation.
Training
SQL, Python and BigQuery for controlling, finance and analysts, so your team can carry on independently.
From practice
- Automated finance and marketing reportingasgoodasnew · Refurbished electronics
Built a data warehouse with a semantic layer. Month-end close, year-end close and investor reporting came automatically from one source of truth.
- Quarterly business reviews on one data basisZalando Marketing Services (ZMS) · Lead analyst reporting & business development
Combined data from S/4HANA, Salesforce, Jira and UX data, plus revenue forecasts and data governance standards. Developed a KPI driver tree for better control of product development and identified guardrail and supporting metrics for it.
- LTV and funnel for marketing and controllingPet food D2C · since 2023
Data warehouse in BigQuery, funnel and LTV reporting and training for marketing and controlling in GA4 and BigQuery.
- Evaluated LTV as a north star KPIPlatform · group
LTV was to become the new north star KPI, but confidence in the calculation was missing. Evaluated methodology, data basis and forecast quality before the KPI became a steering metric.
- Sparring for reporting and the data organisationD2C brands · ongoing
Sparring partner for developing reporting and the data organisation, and for demanding SQL queries, also working alongside other freelancers.
How I work
Clarify the questions
Which decisions should the numbers support, and who needs them when? Metrics and definitions follow from that.
Connect sources
Connect systems, clean data and model it in the data warehouse, versioned and documented.
Build reports
Reports and dashboards in the right BI tool, aligned with finance and the departments.
Hand over
Documentation, training and ongoing support if you like, so reporting grows with the company.
Contact
Tell me briefly what it is about. One sentence is enough. I usually reply within one working day.
Prefer to talk? 15 minutes are enough to see whether and how I can help.