Large Multinational Pharmaceutical
Business
2025 H1
Total automation of a previous 60 page (!) board pack. The new method yielded a saving of 8 working days each month.
Built a rolling P&L view - updating forecast with actual. We call this the 'P&L Evolution'
Recreated board pack reports in Jedox - a multi dimensional cube platform.
Created an inaugural gross margin analysis (mix / price / vol). This showed changes in Sales & Cost of Sales across all SKUs and Markets.
SME - Recruitment Business
2025 Summer
Built a cashflow model that integrates multiple bank feeds and can also be updated with actuals & forecasts by simply dropping the figures in.
Automated view requiring minimal effort to update & proven to be extremely accurate.
This is our FORTIS Cashflow model.
PE Backed HR Consulting Firm
2025 Spring and continuing ...
Built the FP&A function from scratch. This included:
- Monthly Board Packs
- Weekly Sales Flash & detailed Pipeline Analysis
- Gross Margin Reporting
- RoI analysis
- Acquisition support