Fully Integrated Strategy and Finance

Power BI

What was built?

A 3-way strategic financial model built and visualised in PowerBI alongside Google Analytics data.

Why was IT built?

To integrate Finance, Strategy, Marketing & Sales in 1 easy place for clients to visualise.

How the client now uses it for decisions/business?

Different members of the executive team can pick and choose the bits they want to focus on and get to the heart of the insights.

I’ve worked with Lance on Data Analytics and highly value his skills. His models have been crucial in detailed RFPs with the government. Lance’s understanding of our business enables him to add significant value both in deliverables and thought leadership.

National Australia Bank

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Case Studies

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Simple Property Valuation Model showing the 3 primary methods for valuing property assets with an interactive visual

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In this session we take stock of where we are now and look back to get an understanding of where we are heading.

USD 29.00

Overview of the building blocks of a financial model for expense insights and forecasting using dynamic arrays and other hidden gems inside Excel and Power BI

USD 299.00

Train yourself at generating loan schedules for personal loans

Learn to scale smarter with Excel, Xero & Power BI (Recorded Training). This best practice is a hands-on finance modelling and reporting workshop for finance professionals, business analysts, and management accountants. From Xero to Excel to Power BI.

USD 100