Jay W.

Hello! I'm a finance professional (CPA candidate, est. 2026 completion) who builds the analytics behind the decisions; financial models, investor materials, and the dashboards your team actually uses. 🎯 Most fractional CFOs can't build the automated reporting. Most Power BI developers don't understand how to get the 3 statements to tie or how to derive a direct cashflow from the GL. I do both, which means you get one person from raw ledger data through to the board slide. 📈 My Services and Expertise ✅ Fractional CFO & FP&A Three-statement models and projections, budgets and forecasts, burn rate and runway tracking, unit economics, and board or investor reporting packs. Recent work includes refining the financial model and valuation narrative for a pre-seed AI startup ahead of its raise. ✅ Financial Dashboards — Microsoft Power BI & Fabric CFO-ready builds covering P&L, cash flow, budget vs. actuals, and financial consolidation. Multi-entity reporting with intercompany elimination is a specialty. ✅ Sales & Revenue Analytics Connecting your CRM to financial data for complete revenue visibility — pipeline tracking, sales performance, and revenue recognition that sales and finance can both work from. ✅ Multi-Entity & Consolidation Reporting Companies with multiple entities, trusts, or subsidiaries: standardised chart of accounts mapping, intercompany transaction handling, and consolidated views across the full structure. ✅ Data Integration & Automation Reporting connected directly to Xero, QuickBooks, NetSuite, SAP, Salesforce, HubSpot, Google Sheets, and BigQuery, so numbers refresh themselves instead of being rebuilt every month. ✨ Background Enterprise finance analytics for multinationals Visa, Grab, Epson, and Frasers Property Group. CPA accreditation in progress, Microsoft PL-300 and DP-600 certified. I've trained 300+ people on financial reporting and data storytelling, which is why my dashboards get read rather than ignored. Clients have cut month-end close from days to hours and reduced budgeting cycle time by more than half. 🛠️ Tools & Technologies Financial Modeling | Microsoft Power BI | Microsoft Fabric | DAX | Power Query | SQL | Python ETL | Xero | QuickBooks | NetSuite | SAP | BigQuery | Salesforce | HubSpot 🤝 How I Work I confirm scope in writing before starting, give you a regular update while work is live, and deliver against the date we agreed. If the output isn't what we scoped, you don't pay, no disputes. ⭐ Client Reviews "Timely delivery, excellent communication, and strong technical competency on transitioning our monthly financial reporting from Excel to Power BI." "Jay understood exactly what our finance team needed without us having to explain accounting concepts. The dashboard he built is now part of our monthly close process." 🌟 Ready to Get Your Numbers Working? Send me a short note on your stage, your data sources, and what decision you're trying to make. I'll tell you honestly whether I'm the right fit and what the solution looks like.