Financial Data Analyst for FP&A and commercial finance
Microsoft Certified Power BI Data Analyst (PL-300) and ACA Chartered Accountant working as a Financial Data Analyst, BI Analyst, and Finance Systems Analyst — helping organisations turn complex financial data into trusted, decision-ready insights using Power BI, Databricks, SQL, Python, and Azure.
Measurable impact delivered
Career
Independently designs and delivers end-to-end financial data solutions, including a self-directed data migration project using a publicly available NHS dataset of ~2.1 million records across 206 trusts, and a published open-source Python package for financial data analysis.
Designed a normalised star schema MySQL database from raw, multi-format NHS source files; built a Python/Pandas ingestion layer to parse, validate, and load ~2.1M records with row-level audit logging; published fda-toolkit on PyPI — 67 production-ready functions, 1,000+ downloads; and reduced data cleaning cycle time from hours to minutes via a reusable ETL pipeline architecture.
Directs financial strategy, long-term planning, and resource allocation; leads annual budget cycles with scenario modelling, and prepares Power BI board dashboards for trustees.
Enhanced reserve forecasting to detect funding gaps 6 months in advance, securing £12K in operational continuity funding; delivered board-approved budgets 60 days earlier, enabling timely allocation of £120K across 8 critical projects; managed £1M in donor contributions with zero delays across 12 fund categories; and maintained 100% audit compliance with zero material findings across 2 consecutive audit cycles.
Built cost models and rolling forecasts, led monthly reforecast cycles across 6 departments, and redesigned Power BI models onto star schema architecture with reusable DAX measures.
Improved budget accuracy from ±10% to ±8.5% on a £2.3M annual budget, removed 120 redundant columns to improve Power BI load times by 35%, reduced manual data requests by 60% through self-service dashboards, and delivered £50K in annual cost savings.
Designed automated ETL pipelines to consolidate financial data from Sage and legacy platforms, and built optimised Power BI semantic models covering sales, procurement, and receivables across 36 states.
Built and maintained 55+ interactive Power BI dashboards across 8 business functions and a library of 80+ DAX measures for revenue, margin, and collection performance, consolidated data from 4 disparate source systems into unified Power BI semantic models, and identified cost-saving opportunities across 85 supplier contracts and 1,200+ SKUs.
Led full-cycle monthly close and delivered financial statements to the Board, ran audit readiness activities with IFRS-compliant schedules, and supported capital expenditure tracking.
Achieved 100% on-time submission for 60+ board packs over 5 years (72 board meetings) with clean audit reports and zero material misstatements across 5 consecutive annual audits, completed year-end close 5 days ahead of schedule (17% faster), and supported £125K in annual savings (8.3% reduction from £1.5M baseline).
Managed financial controls and reporting across 35 branches spanning 6 regional zones, and performed intercompany reconciliations across 8 business units.
Reduced month-end close from 7 days to 3 days (57% improvement), eliminated 100% of critical reconciliation errors (from 12/month to zero), produced consolidated financials on time for 36 consecutive monthly cycles with 100% accuracy, and drove 8 cost optimisation initiatives delivering ₦8M in annual savings.
Qualifications
Academic excellence paired with current industry certifications across finance, analytics, and cloud platforms.
University of Hertfordshire, UK · 2022–2024
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.
Also holds a Postgraduate Diploma in Finance: University of Lagos, Nigeria, 2017–2018.
Technical Stack
The tools I use to turn financial data into insight, and insight into decisions.
Business Intelligence: Power BI (PL-300), DAX, Power Query, Semantic Models, Star Schema
SQL & Databases: SQL, T-SQL, MySQL, Stored Procedures, ETL Pipelines, Data Modelling
Python & Data Engineering: Python, Pandas, NumPy, SQLAlchemy, PyPI Package Development
Finance Systems: Sage 50, Xero (Certified Advisor), QuickBooks, ERP Integration
Microsoft Excel (Advanced): Financial Modelling, Power Query, Pivot Tables, FORECAST.ETS
Cloud & Modern Data Platforms: Azure SQL, Databricks SQL, Azure Databricks, Git
Data Visualisation: Tableau, Dashboard Design, Interactive Reporting
AI & Automation: Azure OpenAI, Prompt Engineering, Retrieval Augmented Generation (RAG), Claude API
Portfolio
Finance-focused case studies spanning classical analytics, Power BI, and modern AI.
67 functions · 8 modules · reusable financial-data workflow
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 · Python-to-MySQL 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.
10-agent architecture · 21+ financial metrics · validated on Apple, Amazon & Colgate annual reports
Multi-agent AI platform that extracts and interprets financial statements — automated metrics and ratio calculation, evidence-linked risk and anomaly detection, and AI-generated executive commentary, with Python handling every calculation so results stay auditable.
1,299 indexed sections · 5 HMRC internal manuals · source-linked answers
Retrieval-augmented Q&A system that grounds UK tax answers in official HMRC internal manuals instead of an LLM's memory — every response traces back to the exact GOV.UK source page, or the system declines to answer.
| # | Project | Focus | Stack | |
|---|---|---|---|---|
| 02 | Financial Data Pipeline | ETL · Forecasting · Trading | Python | ↗ |
| 05 | UK Mutual Fund Performance | Fund Analysis · Performance | — | ↗ |
| 06 | ML Financial Analysis | Regression · Classification · Ensemble Models | Python | ↗ |
| 07 | NHS Waiting List Analytics | Healthcare · Trend Analysis | Python | ↗ |
| 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 | UK Immigration Impact Analysis | Power BI · Geographic Data · Policy | Power BI | ↗ |
| 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 | ↗ |
| 21 | MySQL Fundamentals to Advanced | Core SQL to Analytics · Python Integration | MySQL + Python | ↗ |
Some links go to my second GitHub account, github.com/UthmanAdeyanju (Uthman is my other given name).
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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