Senior Financial Analyst & Chartered Accountant
Building the financial infrastructure that drives decisions — from multi-driver budgets and rolling forecasts to SQL analytics libraries and executive dashboards. Twelve years of FP&A experience across banking, insurance, and financial services, with a track record of turning complex data into clear, decision-ready insights for executive leadership and Boards of Directors. Based in Indianapolis, IN.
View Work ↓Chartered Accountant with years of experience in financial planning and analysis across banking, insurance, and financial services. I specialize in turning complex financial data into clear, decision-ready insights for executive leadership and Boards of Directors.
My work spans the full FP&A lifecycle — annual budget builds, rolling forecasts, monthly close support, variance analysis, and management reporting — complemented by a strong command of the technical tools that make that work faster and more accurate.
I build things independently: SQL databases, Tableau dashboards, and Excel models using real public data, because understanding a company's financials well enough to model them is the best preparation for the work itself.
Interactive six-view Tableau dashboard built on audited financials from HCA Healthcare, Humana, Lincoln National, and Unum Group — sourced directly from SEC EDGAR 10-K filings. Covers revenue trends, operating margin, YoY growth, scenario forecasting, and expense breakdown across healthcare and insurance sectors.
↗Python model fetching live data from the SEC EDGAR XBRL API — building Base, Upside, and Downside revenue projections through FY2029 for four public companies. Paired with a normalized SQLite database and five analytical SQL queries using window functions: LAG for YoY growth, rolling 3-year average margin, and cumulative revenue totals.
↗Scalable annual budget model with automated variance tracking and scenario analysis across cost centers — directly replicating the budget build and forecasting process used in senior FP&A roles. Includes a Power BI dashboard layer for executive consumption.
↗Executive Power BI dashboard built on real SEC EDGAR data from Lincoln National, Unum Group, HCA Healthcare, and Humana — covering revenue trends, operating margin by company, expense category breakdown, quarterly splits, and a 5-year KPI summary. Designed for broad stakeholder consumption with interactive slicers and drill-down capability.
↗Open to senior FP&A and financial analyst roles in the Indianapolis area. Available for hybrid or in-office positions.