Financial Analytics for CFO Dashboards

We helped a multi-entity client’s finance department modernize its financial reporting using dynamic dashboards that give real-time insights across revenue, costs, profitability, and cash flow.

• Unified Financial Reporting: Built consolidated dashboards combining income statements, balance sheets, and cash flow data across global subsidiaries.
• Cash Flow Optimization: Enabled daily cash flow tracking and forecasting with AI-assisted projections, helping finance heads optimize liquidity.
• Variance Analysis: Delivered budget vs. actual reports with drill-down to department and account level, supporting root-cause analysis for CFOs.
• Real-time Automation: Eliminated manual Excel-based workflows by integrating automated ETL pipelines from Oracle NetSuite and SAP to Power BI.
• Role-Based Access: Enabled secure access and tailored views for CFOs, Controllers, and Business Analysts across departments.

Tools & Technologies: Power BI, Microsoft Fabric, Azure Synapse, SQL Server, DAX, NetSuite, SAP

Stakeholders: CFOs, Financial Controllers, Business Analysts, Executive Team

Key KPIs Tracked:

• Gross & Net Profit Margins
• EBITDA and EBITDA Margin
• Accounts Receivable Days
• Cash Conversion Cycle
• Forecast Accuracy (vs Actuals)

Architecture Highlights:

• ETL Process: Scheduled refresh via Microsoft Fabric pipelines pulling data from NetSuite and SAP ERP systems.
• Data Modeling: Applied star schema design for financial dimensions like GL accounts, time, departments, and regions.
• Security: Used row-level security in Power BI to restrict access by business unit and role.