Financial Data Analyst | FP&A | Power BI | SQL | Python
ACA Chartered Accountant · PL-300 Certified · MSc Finance, Distinction
Associate Chartered Accountant with 13+ years in financial reporting, FP&A, and finance-IT transformation. I bridge finance teams and engineering, translating business requirements into system solutions and validating multi-million-pound data movements with zero material errors.
At the intersection of finance and data, I build Power BI semantic models using star schema architecture, write SQL pipelines for financial analytics, and automate reporting workflows with Python. Author of fda-toolkit on PyPI, with 67 production-ready functions used by 1,000+ analysts monthly.
Measurable impact delivered
Edge
Where financial rigour meets technical depth — built for real-world business impact.
Published Python Developer
Built and maintain production-grade PyPI package (fda-toolkit) with 67 financial data analysis functions, 1,000+ downloads. Specialized in Pandas, NumPy, and scikit-learn predictive modelling for finance applications.
Power BI Architecture Expert
Design star schema semantic models, advanced DAX measures with time intelligence, and optimize query performance using aggregations and Performance Analyzer. Reduced dashboard load times by 35% through strategic data modelling.
SQL Database Specialist
Develop complex queries using advanced joins, CTEs, window functions, and stored procedures. Implement database normalization (3NF), design ETL pipelines, and optimize query performance through indexing strategies.
FP&A & Financial Modelling
Build multi-year budget models, rolling 13-week cash flow forecasts, and variance analysis frameworks. Delivered 43%+ revenue uplift through data-driven scenario planning for senior leadership.
Finance + Software Engineering
Combine ACA qualification with technical rigor — type-safe API development, audit trail logging, modular Python architecture, and Git version control for reproducible financial analysis workflows.
Automation Champion
Reduce financial data cleaning from hours to minutes through intelligent ETL pipelines. Automate variance analysis, reconciliation, and management reporting using Power BI, SQL, and Python integration.
Qualifications
Academic excellence paired with current industry certifications across finance, analytics, and cloud platforms.
MSc Finance and Investment Banking — Distinction
Top 5% of cohort | HBS Excellence Award 2024 | Student Representative
Grounded in CFA Levels 1 & 2 curriculum, the programme combined quantitative finance, investment analysis, and applied data analytics.
Technical Stack
The tools I use to turn financial data into insight, and insight into decisions.
Portfolio
Finance analytics · Data engineering · Machine learning
67 Functions · 8 Modules · Production-Ready
Python framework for automating financial data cleaning, validation, transformation, and audit logging. Eliminates manual reconciliation, broken schemas, and audit gaps—so analysts focus on insight, not data repair.
206 NHS Trusts across 3 financial years · Production ETL Pipeline
Engineered end-to-end Python ETL pipeline ingesting NHS England financial data into MySQL star schema with analytical views, KPI metrics, and Power BI integration across 206 trusts.
Management Accounting · Forecasting · Variance Analysis
Designed forecasting models and variance analysis framework using Python — translating core management accounting skills into data-driven analytics with professional visualisations.
GOOGL · AMZN · AAPL · MSFT · Monte Carlo Simulation
Full portfolio risk analysis framework: daily returns, volatility computation, Sharpe ratio calculation, and 30-year Monte Carlo simulation for informed investment risk modelling.
CTEs · Window Functions · Data Quality Analysis
Advanced SQL analytics using CTEs, window functions, aggregations, and data quality frameworks — applied to student wellbeing analytics in Jupyter and MySQL.
29 DAX Measures · 5 KPI Domains · Enterprise Dashboard
Advanced Power BI model with 29 complex DAX measures tracking profitability, growth, efficiency, pricing, and risk metrics. Interactive dashboards with drill-through capabilities for business intelligence.
Immigration Trends · Geographic Analysis · Policy Impact
Comprehensive Power BI analysis of UK immigration data with geographic mapping, trend analysis, and policy impact visualization. Supports government and policy research insights.
NLP · Web Scraping · Automated Processing
Automated news aggregation and processing system using NLP and machine learning. Web scraping, text analysis, categorization, and intelligent summarization pipeline.
| # | Project | Focus | Stack | |
|---|---|---|---|---|
| 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 | ↗ |
| 21 | MySQL Fundamentals to Advanced | Core SQL to Analytics · Python Integration | MySQL + Python | ↗ |
Learning
8 open learning journals — continuously updated on GitHub
Learning System: Every valuable insight from 100+ podcast episodes—across AI, career strategy, finance, and data science—gets clipped, tagged, and connected in Notion. No passive consumption. Pure applied learning that compounds over time. Explore the clips →
Professional Profile
UK-based · PSW (Graduate) visa held · Available immediately
Continuously updated knowledge base: financial concepts, data analytics frameworks, Python patterns, SQL optimizations, Power BI solutions, and learning resources.
Explore → GitHubDaily log of skill development: practical code implementations, analysis notebooks, financial models, and documented learning journey with transparent progress tracking.
View →Get In Touch
Interested in discussing Finance Analytics, Data Engineering, Power BI implementation, or Python-based financial solutions? I'm based in the UK and available for immediate engagement.
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