William W Collins’ Post

Financial Business Intelligence Analyst - (100% remote-friendly within Spain) @ Docplanner by via ai-jobs.net ([Global] Oracle Advanced Analytics) URL: https://ift.tt/M1oGJpg Company Description We are the largest digital healthcare platform in the world, present in 15 countries and currently connecting over 30 million patients to more than 2 million healthcare professionals. We seek to make the experience in health more human and we live and breath this mission.  We obsess over the challenge of minimizing patients' pain and helping healthcare professionals thrive managing their patients and expand their online presence. Through services that bring health to users, we provide a space for questions, opinions and a way to find the health professional that best fits your needs. To deliver the best result, we have motivated people with an innovative spirit, giving everyone the opportunity to actively contribute and grow within the company. The DocPlanner team is our secret sauce and for the 2nd consecutive year we were recognized as a Great Place To Work. We love diversity because each unique individual's perspective makes us stronger. We encourage everyone to participate in our hiring process. We’d love for you to bring your unique skill set and join the team! Job Description We are seeking a highly skilled and experienced Senior Financial Reporting Analyst to join our Data & Business Intelligence team. In this pivotal role, you will lead the evolution of financial reporting within a challenging and dynamic environment. You will play a key role in bridging the gap between finance and BI, with a strong emphasis on SQL-based data analysis, integration, and advanced financial modeling. Your expertise will drive data-driven decision-making across the organization, ensuring that our financial reports serve as the primary and most reliable source of business insights. As a senior member of a team of 12 experts, you will provide strategic support to various departments, including finance, marketing, sales, customer success, and people experience. You will collaborate closely with senior stakeholders to develop sophisticated reports, in-depth analyses, predictive models, and actionable recommendations that will enhance the satisfaction of both doctors and patients. Your role will be crucial in shaping the future of our financial reporting, working alongside the Financial reporting team to ensure that business decisions are firmly grounded in data. Key Responsibilities Strategic Financial Reporting and Analysis: Lead the tracking and analysis of key financial metrics and KPIs, ensuring alignment with organizational goals and long-term strategies; Develop, enhance, and maintain advanced financial dashboards using state-of-the-art BI tools; Provide deep, data-driven insights into financial performance, trends, and variances, supporting strategic business decisions. Advanced Data Management and Integration: Leverage your expertise...

Financial Business Intelligence Analyst - (100% remote-friendly within Spain) @ Docplanner by via all AI news ([Global] Oracle Advanced Analytics) URL: https://ift.tt/M1oGJpg Company Description We are the largest digital healthcare platform in the world, present in 15 countries and currently connecting over 30 million patients to more than 2 million healthcare professionals. We seek to make the experience in health more human and we live and breath this mission.  We obsess over the challenge of minimizing patients' pain and helping healthcare professionals thrive managing their patients and expand their online presence. Through services that bring health to users, we provide a space for questions, opinions and a way to find the health professional that best fits your needs. To deliver the best result, we have motivated people with an innovative spirit, giving everyone the opportunity to actively contribute and grow within the company. The DocPlanner team is our secret sauce and for the 2nd consecutive year we were recognized as a Great Place To Work. We love diversity because each unique individual's perspective makes us stronger. We encourage everyone to participate in our hiring process. We’d love for you to bring your unique skill set and join the team! Job Description We are seeking a highly skilled and experienced Senior Financial Reporting Analyst to join our Data & Business Intelligence team. In this pivotal role, you will lead the evolution of financial reporting within a challenging and dynamic environment. You will play a key role in bridging the gap between finance and BI, with a strong emphasis on SQL-based data analysis, integration, and advanced financial modeling. Your expertise will drive data-driven decision-making across the organization, ensuring that our financial reports serve as the primary and most reliable source of business insights. As a senior member of a team of 12 experts, you will provide strategic support to various departments, including finance, marketing, sales, customer success, and people experience. You will collaborate closely with senior stakeholders to develop sophisticated reports, in-depth analyses, predictive models, and actionable recommendations that will enhance the satisfaction of both doctors and patients. Your role will be crucial in shaping the future of our financial reporting, working alongside the Financial reporting team to ensure that business decisions are firmly grounded in data. Key Responsibilities Strategic Financial Reporting and Analysis: Lead the tracking and analysis of key financial metrics and KPIs, ensuring alignment with organizational goals and long-term strategies; Develop, enhance, and maintain advanced financial dashboards using state-of-the-art BI tools; Provide deep, data-driven insights into financial performance, trends, and variances, supporting strategic business decisions. Advanced Data Management and Integration: Leverage your expertise...

Hello Professionals, I hope you are doing well! Job Title: Financial Reporting Solution Architect (Anaplan Financial Planning experience preferred- 75% functional and 25% technical- Cloud data platforms exp -azure ) Location – Remote – ok – must be willing to work PST. Visa – any  Job Summary and Mission -As a reporting solution architect for you will build and enhance financial reporting solutions that transform Financial Planning & Analysis (FP&A) reporting with a streamlined global approach. -standardized data & BI tool(s) that deliver real-time insights, foster strategic decision making, and support the enterprise growth trajectory. -Reporting solution architect is accountable for collaborating with the FinTech team to establish the target state for finance reporting by designing a robust global governance structure, standardizing sets of reporting/data requirements and KPIs, and developing a sustainable long-term reporting architecture. This role reports into Architecture function, working daily within the FinTech team. As a member of the broader architecture community you will also leverage established architectural design patterns Supporting North America time zones, this role will provide guidance for market teams both in the United States and globally.   Core Deliverables Product Recommendations / Guidance •                    Finance Data Products - Taxonomy and catalog structure, data model Preferred Qualifications •                    Financial Reporting and Analytics for multi-national organization (preferably retail) •                    Anaplan Financial Planning experience preferred •                    Cloud data platforms / technologies - Azure / Databricks preferred •                    Reporting tools experience - PowerBI, Tableau preferred •                    Establishing framework / solution architectures Application development experience     Summary of Key Responsibilities Cross-functional Collaboration •                    Engage with Finance 'Business Leads' to understand reporting users, needs, process, complexity & prioritization •                    Engage with Development teams to understand current FDP (Finance Data Platform) architecture and utilization of underlying technologies. •                    Engage with peer data platform teams to understand analogous, similar solution patterns, processes and lessons/learned from these teams. •                    Engage with to support definition of data products and platform scope.   Interested please share with me your updated resume to [email protected] #FinancialReporting #SolutionArchitect #Anaplan #FinancialPlanning #FPandA #FinancialModeling #BusinessIntelligence #FinanceSystems #Analytics #DataVisualization #Budgeting #Forecasting #FinancialAnalysis #FinancialReportingTools #BusinessPerformance #FinanceTechnology #TechInnovation

💰 Power BI Explained Through a Personal Finance Example 💰 Curious about how Power BI works? Let’s break it down using a simple example: managing your personal finances. 🏡 1. Data Collection 📥 Scenario: You gather information about your income, expenses, savings, and investments. Power BI Equivalent: Collecting data from various sources like bank statements 📊, receipts 🧾, and investment records 📈. 2. Data Preparation ✍️ Scenario: Before analyzing your finances, you organize the information, making sure it’s accurate and complete. Power BI Equivalent: Cleaning 🧼 and transforming data to ensure it’s accurate and usable. This might include categorizing expenses 🛠️, correcting errors, and standardizing formats. 3. Data Loading ⏳ Scenario: You compile all the information into a single spreadsheet or financial tracking app. Power BI Equivalent: Loading the prepared data into Power BI to start working with it 📊. 4. Data Modeling 🛠️ Scenario: You create a budget by categorizing your income and expenses (e.g., rent, groceries, entertainment). Power BI Equivalent: Creating relationships 🔗 between different data tables (e.g., income, expenses, savings) to build a coherent data model. 5. Data Visualization 📊 Scenario: You create charts to visualize your spending habits and income sources, making it easy to see where your money is going. Power BI Equivalent: Building visual reports and dashboards 📈 to display the data clearly. This could include pie charts 🥧, bar charts 📊, and tables 📋 to make the information easy to understand. 6. Data Analysis 🔍 Scenario: You analyze your spending patterns to identify areas where you can save money and optimize your budget. Power BI Equivalent: Using Power BI’s analytical tools to drill down into the data, identify trends, and extract meaningful insights 💡. 7. Sharing Insights 📤 Scenario: You share your financial plan with your spouse or financial advisor, showing your budget, savings goals, and investment strategy. Power BI Equivalent: Sharing reports and dashboards with stakeholders through Power BI Service, where they can view and interact with the data 🌐. 8. Actionable Decisions 🎯 Scenario: Based on the insights, you adjust your spending, increase your savings, and make informed investment decisions. Power BI Equivalent: Making data-driven decisions based on the insights gained from your Power BI reports 🧠. Power BI takes you through this journey from data collection to actionable insights, making the process of managing and understanding your finances as simple and effective as planning your personal budget. 💰✨ #PowerBI #DataAnalysis #BusinessIntelligence #DataVisualization #TechCommunity #Learning #DataDriven #Analytics #TechSkills #DataInsights #BI #DataScience #MicrosoftPowerBI #DataModeling #DataPreparation #Microsoft #PowerBICommunity #TechInnovation #DataScienceCommunity #DataAnalytics #DataVisualizationExperts #DataDrivenDecisions #Insights #Reporting #Dashboards

I’m happy to share that I’ve obtained a new certification: Get Job Ready: Power BI Data Analytics for All Levels 2.0 from Codebasics! Project Main Highlights:- Finance: - Created measures for Year-over-Year (YoY) change and YoY %, presented in matrix format by country and market segment. - Introduced an area chart depicting Net Sales Performance by month compared to the previous year. - Developed a matrix showcasing various financial metrics such as Gross Sales, Net Sales, Total Cost of Goods Sold, and Net Profit. - Defined calculations for key financial metrics like Net Invoice Sales, Net Sales, Gross Margin, and Net Profit. Findings: - Identified segment-wise gross margin changes, revealing significant contrasts such as a 460% increase for business laptops and a -33% decrease for USB Flash drives. - Observed market-specific trends, noting Brazil's -4% gross margin decrease while the US experienced a +185% increase. - Detected anomalies, like a drop in Net Sales specifically in March 2020, potentially attributed to the impact of COVID-19. Sales & Marketing: - Utilized donut charts to visualize metrics like net sales and total post-invoice deductions. - Employed matrices to analyze metrics like net sales, gross margin, and gross margin % by market segments and B2B customers. Findings: - Highlighted regions with the highest net sales and gross margin, notably APAC and NA. - Identified NA as incurring the highest total cost of goods sold among all regions. - Recognized Amazon as the source of the highest gross margin % among products. Supply Chain: - Developed measures for forecasting accuracy %, net error, and absolute error. - Constructed matrices and charts to compare forecast accuracy, net error, and related metrics by month, region, market, and customer. - Introduced calculations for net error, absolute net error, and forecast accuracy %. Findings: - Revealed variations in forecast accuracy across product segments, with keyboards showing the highest accuracy and wifi extenders the lowest. - Recognized a decline in forecast accuracy % in March 2020, likely due to COVID-19. - Identified potential inventory risks, such as "out of stock" issues for e-commerce stores and "excess inventory" for brick-and-mortar stores. Key Power BI Concepts learned: - Utilized DAX functions for aggregation, conditional statements, and data manipulation. - Employed data transformation techniques, including custom columns, replacement values, and schema design. - Applied various Power BI features like data import from MySQL, schema creation, and query merging. Insights & Actions: - Presented actionable insights to drive decision-making in finance, sales, marketing, and supply chain domains. - Leveraged Power BI functionalities to streamline data analysis and visualization processes, enhancing organizational agility and efficiency. #DataAnalytics #BusinessIntelligence #PowerBI #Finance #Sales #Marketing #SupplyChain #DataInsights #DataVisualization

Power BI with The Financial data! As a financial analyst working in accounting, reporting and analytics are a big part of my responsibilities. We create budgets, forecasts, variances reports, and financial statements to provide key insights and support data-driven decision making. This used to be an extremely manual and tedious process, but since implementing Power BI it has become much more efficient and impactful. Power BI has been a total game changer for accounting and reporting. Connecting directly to our ERP and other systems, Power BI has automated much of the data collection and report creation process. Instead of spending days gathering data and manipulating excel spreadsheets, I can now create interactive reports and dashboards in just a few hours. Some of the key benefits we've realized since bringing Power BI into our accounting process include: Automated data connections save huge amounts of manual effort Drag-and-drop report creation is super fast and flexible Easy to create visualizations like charts, graphs, and tables Reports can be scheduled to refresh and distribute automatically Dashboards provide at-a-glance views of key metrics and KPIs Data modeling allows complex reporting from multiple sources Collaboration with commentary and sharing capabilities With Power BI, I can more efficiently monitor actuals vs. budgets for sales, revenue, expenses, and other financial metrics. We are able to provide departments and execs with self-service access to the latest numbers in a standardized, user-friendly format. The interactive reports allow drilling down to line item details for deeper analysis. By saving so much time on data collection and reporting, I now have better insights faster that allows me to truly analyze forecasts and future business plans versus just spreading numbers. Power BI is now core part of our accounting capabilities. It has made reporting easier, faster, repeatable, and enables us to focus more on strategic analysis. For any accounting team looking to modernize and streamline planning, reporting, and analytics I highly recommend bringing Power BI into the mix! #financeandaccounting #financialanalysis #financialanalyst #dataanalytics #powerbi #automation

After another late night spent re-keying data, manipulating spreadsheets, and updating reports for a last-minute change, I decided to look for a better way. I found Power Query. In this post, I’ll share how Power Query changed the way I approach my workflow, and how it can do the same for your finance team – transforming the data drudge into efficiency and insight. What Is Power Query? Power Query is an integrated tool in Microsoft Excel and Microsoft Power BI for efficiently gathering and transforming data. It’s free to use in Power BI desktop and you probably already have it in Excel. Why Should Finance Teams Embrace Power Query? If you are juggling with endless spreadsheets, systems that don’t integrate and poorly formatted report downloads, you are not alone. These common obstacles can hinder efficient reporting and analysis. Power Query can help. With the ability to easily connect to multiple data sources, refresh data, and transform data formats, Power Query can revolutionise your routine reporting tasks. 🎯 The Challenge: Identify 1 Way Power Query Can Improve Your Productivity Throughout my experience across numerous organisations, certain problems consistently emerge which lend themselves to a Power Query solution. My top 3 use cases are: 1.     Efficient preparation of daily reports Scenario: You prepare reports for the sales team once a week. There is demand for daily reporting, but the manual reporting process takes 2 hours each time. Solution: Connect Power Query to the data source and systemise the data transformation. The data can be refreshed in minutes, saving 2 hours per week, and the sales team can benefit from daily information. 2.     Streamline consolidation of budget templates Scenario: The budget process uses an Excel template for each budget holder. You must consolidate these templates to analyse the budget – a task that takes 2 days per budget/forecast iteration. Solution: Connect Power Query to the folder storing the templates and set up the transformation. What used to take days now only takes 1 hour, saving up to 10 days annually. 3.     Automate transformation of system generated reports Scenario: Your month end reporting relies on finance system downloads. Using these reports involves tedious manual adjustments – removing poorly formatted headers, splitting columns, filling rows, etc. It takes 1 hour, for each of 3 entities. Solution: By connecting Power Query to the csv file and configuring the data transformation, you can automate this task. The result? A monthly time saving of up to 3 hours and the end of spreadsheet manipulation. 💪 How Did You Get On? Have these examples sparked an idea on how you might save time? I’d love to hear your thoughts in the comments. Over the next couple of weeks, I’ll share videos on getting started with Power Query to further boost your finance team’s productivity. #PowerQuery, #FinanceInnovation, #ProductivityTools

THE CHANGING ROLE OF A FINANCE BUSINESS PARTNER -PART 1 The role of a #financebusinesspartner, #Businessperformancemanager, #businessanalysts is fast changing form just collecting numbers and #reporting and leaving them at that! The demands on a finance business partner are more #strategic; Sharing #insights on how the organization can #transform #digitally, manage #risk , explore new business #opportunities and identifying and tapping into new #initiatives are some of the addition and giving insights on how to ensure the business is run in a #sustainable way. While #Budgeting #forecasting and reporting may still be key to the role, this role is being viewed to be a more #strategic role where #valueaddition is key. The question is then how do we deliver on both yet each can be very #time consuming One area I have worked on and realized is 1.     The primary role of budgeting , forecasting and reporting should be #automated and #decentralized a)     #Automation means;  for monthly reporting of historical numbers one should find a way of ensuring you are taking the shortest time possible to execute this e.g Month to date numbers and Year to date numbers (historical data) tools like Oracle, SAP, #TM1, #Hadoop, DBeaver, #SQL luckily have made this easier. b)    #Decentralizing means ownership of numbers and reports lie with you but #access is readily available to all #stakeholders. How do you do this? One can make use  of #powerquery and power #BI sytems . Use #visual tools to communicate KPI and performance and share a click of the button link to your stakeholders for #access 2.     When you #automate and #decentralize then the following happen. a)     You stop being a #help desk for what are my numbers? Where are my #numbers ? Or send me numbers to what is #driving my numbers (value driven questions) b)    Your #stakehlolders have a quick view of numbers in an interesting and visual way …we know the power of visuals c)     You free up time for the #strategic side of the role …#valueaddition , insights, et,c What practical  methods are you using to ensure you are spending more time on the strategic side of this role? Henry Gachago Gladys Wamugi GLADYS GAKONDI Philip Kiilu CPA FinanceProfessionalsKE Karabu Kimani Davis Ogega #cfo

🌟 Financial Data Visualizations: A Game-Changer or Just Another Buzzword? Let’s face it, humans are visual creatures. We’re naturally wired to process pictures and visuals more easily than rows of numbers or blocks of text. This is why financial data visualizations have become such a powerful tool for businesses looking to communicate complex financial information. But here’s the thing: Traditional methods of financial analysis, like poring over endless spreadsheets, are not just time-consuming—they're downright exhausting. Finance teams often find themselves buried in thousands of rows of data, trying to make sense of it all. Sound familiar? 😅 Financial data visualizations turn complex spreadsheets into clear, digestible visuals like dashboards, charts, and infographics. They make it easier for everyone, even non-financial folks, to understand trends, spot opportunities, and make strategic decisions. And let’s not forget visualizations are only as good as the data behind them. If your data is spread across multiple sources and riddled with errors, no fancy dashboard is going to save you. In fact, it might even give you a false sense of security. That said, when done right, financial data visualizations can bridge the gap between finance teams and the rest of the organization. They make it easier to communicate insights, track performance against KPIs, and empower everyone in the company to make data-driven decisions. Imagine having dashboards that allow you to drill down into the nitty-gritty details of your financial performance, all while keeping the big picture in view. Or being able to show your team how a dip in profit margins could signal trouble ahead without making them slog through the numbers. Sounds pretty effective, right? Real Talk: Tools like these aren’t magic wands. They require clean, accurate data and a solid understanding of what you’re looking to achieve. Plus, while financial data visualizations can make complex information more accessible, they should complement, not replace, deep analysis and critical thinking. The Bottom line is Financial data visualization tools are incredibly powerful, but they aren’t without their limitations. They can certainly enhance communication and decision-making, but let’s be mindful not to rely on them blindly. After all, the goal is to tell the whole story—not just the part that looks good in a graph. What do you think? Are financial data visualizations the future of business communication, or are we leaning too heavily on visuals at the expense of substance? Let’s discuss! 💬 #DataAnalysis #Visualization

Pain of a Business (Power BI, Excel, Dashboard, and Data) – Part 6 by Suraj Kumar Lohani This series addresses business pain points and offers solutions through expertise. Starting with Manufacturing, I’ll cover FMCG, E-Commerce, Start-Ups, Trading, and Service Industries. How I Transformed a Beautifully Flawed Dashboard into a Powerful Profit-Boosting Tool for My Client In June 2024, I received a call from a client in the USA. She was new to me, but her company had been operating since 2017, meaning they had over six years of data by that point, and their revenue numbers were impressive. They are a manufacturing company. In February 2024, she hired an Excel and Power BI expert to create a visualization report using data available in Excel, with the aim of viewing her reports in Power BI. Given the large data volume, accurate comparisons and analysis were essential. However, in our first online meeting, she showed me the dashboard he had created. It was beautifully crafted, but she was dissatisfied because it didn't provide the insights she needed. To her, all the beautification and appealing design were meaningless without clear analysis. She mentioned paying him a high fee by market standards, but it had been a poor investment since she still struggled to gain the insights she wanted. Consequently, she had to hire someone else to help her understand the dashboard and guide her. After understanding her concerns, I reviewed the dashboard and realized the problem: the focus was on design rather than the data—the core of any report. I redesigned the dashboard, focusing less on visual polish and more on helping her understand the numbers and make data-driven decisions. Drawing on my finance background, I provided additional guidance beyond what she expected, identifying variances in her data. I also advised her on client approach, team management, and productivity. With these changes, she uncovered some fraud (numbers reveal everything) within her organization and saw an increase in sales and net profit margins between August and October 2024. Conclusion 1. Every data analyst should have a basic understanding of finance and accounting to interpret numbers effectively. Directly or Indirectly every data relates to Finance and Accounts 2. As Excel and Power BI experts, we should prioritize data accuracy and insights over beautification and automation (though important, these should come second to data clarity). Our clients are experts in their fields, not in Power BI or Excel. As consultants, we should take on their data challenges and resolve them with our knowledge and experience, guiding them thoroughly. 3. We should provide clients with value exceeding our fees, aiming to deliver 5-10 times the value to help them succeed.