ACA Chartered Accountant & Financial Data Analyst
13+ years building financial insight — now combining chartered accountancy with Python, SQL & Power BI to deliver audit-ready, decision-grade analytics.
Key professional facts — structured for clarity
| Qualification | ACA — ICAEW Chartered Accountant |
| Education |
MSc Finance & Investment — Distinction UK University |
| Experience | 13+ years in Finance, Accounting & Analytics |
| Specialisation |
Financial Data Analytics · Management Accounts Budgeting & Forecasting · NHS Finance |
| Location | United Kingdom — Based & Available |
| Visa Status |
Skilled Worker Visa Sponsorship required PSW (Graduate) visa currently held |
| Target Roles | Finance Analyst Management Accountant Information Analyst |
| Sectors | NHS · Local Government · Civil Service · Finance |
| Availability | Immediately Available |
Proficiency across languages, tools, and finance domain knowledge
| Skill | Level | Proficiency |
|---|---|---|
| Python | Expert | |
| SQL (MySQL / PostgreSQL) | Expert | |
| DAX (Power BI) | Advanced | |
| M (Power Query) | Advanced | |
| R | Intermediate |
| Tool | Level | Proficiency |
|---|---|---|
| Power BI | Expert | |
| Excel (Advanced) | Expert | |
| Tableau | Advanced | |
| Matplotlib / Seaborn | Advanced |
| Area | Level | Proficiency |
|---|---|---|
| Management Accounts | Expert | |
| Financial Reporting | Expert | |
| Budgeting & Forecasting | Expert | |
| Variance Analysis | Expert | |
| NHS Finance / Public Sector | Advanced |
| Library / Tool | Level | Proficiency |
|---|---|---|
| Pandas / NumPy | Expert | |
| Scikit-learn | Advanced | |
| Statsmodels | Advanced | |
| Time-series Forecasting | Advanced |
Selected projects — finance analytics, data engineering & machine learning
End-to-end Python ETL pipeline ingesting 6 NHS England TAC Excel files into MySQL. SQL star schema, analytical views, KPI computations, and Power BI export — covering 206 NHS Trusts across 3 financial years.
Forecasting models and variance analysis using Python — core management accounting skills applied with data analytics and visualisation.
Portfolio analysis of GOOGL, AMZN, AAPL & MSFT — daily returns, volatility, Sharpe ratio, and 30-year Monte Carlo simulation for risk modelling.
International student wellbeing analytics using advanced SQL — CTEs, window functions, aggregations, and data quality analysis in Jupyter + MySQL.
Regression for trend prediction, classification for risk assessment, and ensemble models for portfolio optimisation — ML applied to finance.
Complete MySQL journey from core concepts to advanced analytics, integrated with Python for clean, interactive data frames using real-world finance datasets.
| # | Project | Focus | Stack | Link |
|---|---|---|---|---|
| 02 | Financial Data Pipeline | ETL · Forecasting · Trading | Python | → |
| 05 | UK Mutual Fund Performance | Fund Analysis · Performance | — | → |
| 08 | Diamond Price Prediction | EDA · Feature Engineering · ML | Python | → |
| 09 | Superstore Sales Prediction | Retail · Forecasting · ML | Python | → |
| 10 | Retail Marketing Prediction | Marketing · Consumer Behaviour | Python | → |
| 11 | Salary Prediction (SHAP) | ML · Explainability · SHAP | Python | → |
| 12 | Lead Conversion Model | Marketing · Classification | Python | → |
| 13 | YouTube Sentiment Analysis | NLP · Sentiment · Text | Python | → |
| 14 | Electricity Demand Forecast | Time-series · Forecasting | Python | → |
| 15 | World University Ranking | EDA · Data Analysis | Python | → |
| 16 | AI Career Coach | AI Agent · LLM | HTML/JS | → |
| 17 | AI News Automator | AI · Streamlit · Automation | Python | → |
| 18 | Email Agent | AI Agent · Automation | Python | → |
| 19 | Ollama Local Agent | Local LLM · AI | Shell | → |
| 20 | AI Dev Tools Zoomcamp | Django · AI Dev | Python | → |
Open learning journals — continuously updated
Where I document thinking, learning, and finance analytics notes
My working notebook — financial concepts, data analytics notes, Python snippets, and learning resources. Updated regularly.
Open in Notion →A running log of what I study each day — code snippets, concepts, and reflections on building data skills.
View on GitHub →Open to Finance Analyst, Management Accountant & Information Analyst roles in the UK · Skilled Worker Visa Sponsorship required