Financial reporting, investment appraisal, and spreadsheet analysis—brought together with an understanding of how business processes work.
My financial analysis work spans part-time and freelance engagements with agency, Upwork, and independent LinkedIn clients since 2022.
Income statements, balance sheets, cash-flow statements, and statements of changes in equity. Organising source data in Excel and Google Sheets to support clear reporting.
Automation application: Collect recurring inputs, standardise records, and route reporting exceptions for review.
Interpret profitability, cash movements, and overall financial position. Explain what the statements show so the findings are useful to the business.
Automation application: Bring financial inputs together for recurring summaries and highlight items that need attention.
Evaluate proposed investments using net present value and discounted future cash flows, supported by knowledge of budgeting, compounding, future value, and WACC.
Automation application: Collect scenario inputs, organise assumptions, and prepare repeatable analysis for human review.
Bookkeeping foundations, ledgers, journal entries, and structured spreadsheet records. Attention to the checks and explanations behind an entry.
Automation application: Validate submissions, identify possible duplicates, and keep review status alongside the record.
Automation applications describe potential engagement scope; they are not a list of completed client systems.
We can start with the records you use, the decisions you make, and the manual steps in between.
