About Me

Financial Data Analyst & Associate Chartered Accountant

I'm a Financial Data Analyst and Associate Chartered Accountant with over 10 years' experience in financial reporting, FP&A, and data analytics across fast‑paced, detail‑driven environments. I specialise in translating complex financial data into clear, actionable insights that support better decision‑making for finance leaders and operational teams.

Based in Andover, Hampshire, I work primarily with Power BI, DAX, SQL, Python and Microsoft Fabric to design robust data models, build intuitive executive dashboards, and automate recurring reporting processes. I'm a Microsoft Certified Power BI Data Analyst (PL300), which validates my expertise in data analysis and visualization. Leveraging my ACA training, I bring a strong grounding in IFRS‑based financial reporting, budgeting, forecasting, variance analysis, and cash‑flow management, which allows me to connect the numbers to the underlying business drivers.

My recent projects include building interactive Power BI reports for management accounts and KPI tracking, developing SQL‑driven data models to streamline month‑end reporting, and using Python for scenario analysis and forecasting. I'm particularly interested in roles where I can partner with stakeholders as a Finance Business Partner or FP&A Analyst, helping them understand performance, challenge assumptions, and identify opportunities to improve profitability and resource allocation.

Proven Impact

Across my career, I have delivered measurable improvements:

7 → 3
Reduced month end close from 7 days to 3 days
±8.5%
Improved forecast accuracy on £2.3M budget
25% + 80%
Reduced reporting cycle & data prep time
£50K+
Delivered annual cost savings
29% + £25K
Improved receivables collection & reduced overdue balances
60% ↓
Reduced manual reporting requests through self-service dashboards

What Makes Me Different

  • End-to-End Financial Understanding: From transaction recording through reporting, analysis, and board-level communication—I understand the full finance cycle and how data systems support every stage.
  • Full Analytics Toolkit: SQL, Python, Power BI, DAX, and Microsoft Fabric—I choose the right tool for each problem, not just the one I know best.
  • ACA Training & Rigour: My accounting qualification means I understand the principles behind the numbers and can communicate in the language of finance.
  • Business Partnership Approach: I don't just deliver reports—I partner with stakeholders to challenge assumptions, identify opportunities, and drive better decisions.

Continuous Learning & Development

Outside of work, I'm continuously upskilling through advanced Power BI, SQL and Azure‑based analytics projects. I enjoy applying analytics techniques to topics like investment analysis and public‑sector finance, and I'm passionate about helping organisations use data-driven decision-making for continuous improvement.

I follow a simple approach: Understand the business problem first, then build the right solution. This means every dashboard, model, and report connects directly to how people make decisions and how organisations succeed.

Background & Origin

My journey into finance was unconventional. Although I was initially offered a different academic path, I chose to pursue accounting from the ground up—progressing through AAT, to ACCA, and completing my ACA qualification. That experience shaped how I work today: I take ownership, build systems from fundamentals, and focus on outcomes rather than limitations.

Over 10 years, I've worked across corporate finance, NHS finance leadership, and public‑sector analytics. Whether it's building a financial reporting system from scratch, streamlining a month-end close, or helping leadership teams understand their financial performance, I bring both the technical skill and the drive to deliver real impact.

Tools & Expertise

Finance

  • Financial reporting
  • FP&A & budgeting
  • Variance analysis
  • Forecasting
  • IFRS & UK GAAP

Data & Analytics

  • Power BI
  • SQL
  • Python
  • Excel
  • ETL & data modelling

Systems & Platforms

  • Xero
  • Sage
  • QuickBooks
  • ERP environments
  • Cloud platforms

Strengths

  • Data integrity
  • Reporting automation
  • Stakeholder communication
  • Business partnering
  • Problem solving

What I'm Looking For

I'm currently seeking UK‑based opportunities as a Financial Data Analyst, Financial Reporting Analyst, Finance Business Partner, or FP&A Analyst, ideally in organisations that value data‑driven decision‑making and continuous improvement.

Whether you need help building your first dashboard, scaling your analytics function, bringing clarity to your financial performance, or partnering as a finance business analyst, I'd love to explore how I can help. The ideal opportunity would allow me to:

  • Partner with finance teams and stakeholders to understand their pain points and opportunities
  • Build analytics solutions that directly support decision-making and strategy
  • Combine my technical skills (SQL, Python, Power BI) with financial expertise to drive measurable impact
  • Contribute to a culture where data and clear thinking guide how the organisation operates

Let's Connect

If you'd like to discuss how I can help with your financial analytics, reporting, or data strategy, I'd love to hear from you.

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