Financial Analytics
Multiple Sub-Functions within Finance
Although corporate finance teams have a wide range of roles and functions, all must support internal stakeholder needs across financial planning, analysis, reporting, and forecasting.

Internal Stakeholders with Distinct Needs
Executives

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High-level ratios & metrics
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Long-term trend analysis and forecasting
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Group-level view of multiple BUs on aggregate
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Both PL & BS sides
Finance
(e.g. FP&A Analyst)

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Need a comprehensive view of an entire report structure
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Access to all hierarchies and ability to drill-down
Operation
(e.g. Account Manager)

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Focus on a few key metrics within their control
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Short-term MoM root cause case analysis
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Detailed view to take immediate action
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Likely focus only on PL
Finance Intelligence & Analytics Solution
Data Integration
Business Intelligence
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Financial ERP Data (PL, BS Reports)
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Budget Data
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Account Master
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Product and Division Master
1. Data Mapping & Validation
Master Table Alignment and Cleaning
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Financial Ratio
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P&L Metrics
Metric Calculation Validation
2. Data Normalization &
Quality Assurance
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Integrate financial ERP data and transaction data
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Pre-calculate metric and aggregate data to perform financial analytics (e.g., Variance from Budget, Variance from LY, Etc.)
​
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Data quality assurance with business logic and historical data
3. Dashboard Design & Development
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As-is report identification and requirement gathering
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Dashboard or report design and development

Users
Executives
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Dupont Analysis /
KPI Tree Report -
Financial Ratios Monitoring
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Group Consolidated Performance Analysis
Finance
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Full PL & BS Report Breakdown
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Automated Excel Report Generator


Operation
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Sales & Margin Monitoring
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Product & Customer Analysis
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PL Snapshot Tracking

Finance Intelligence & Analytics: Example Dashboard

Executive Team
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Summarize PL/BS KPIs into a single metric (ROCE%)
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Filters and parameters to breakdown across organization hierarchy
​
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Click to expand to visualize KPI trend


Finance Team (FP&A)
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Visualized top-level account contribution to total EAT
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Interactive PL report data table with options to click to drill-down detailed accounts
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Multiple columns for full variance analysis


Operations Teams
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Focus on key metrics within control (sales, margin, OI)
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Breakdown sales, margin, OI by customer or product view
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Simple visualization for YTD and MTD comparison to budget

KEY IMPACTS

1 PDF

with 17 views
>
10 Dashboards
Increase monthly management reports from 1 PDF summary report to 10 Dashboards with 17 views
5x​ Access Increase


Expand access to KPI Tree report from less than 20 top executives to over 100+ users across executives, finance, operations teams, down to store managers.

for data quality checks &
reports preparation
60% Reduce Time
Reduce time to prepare reports by 60% by automating a proactive data quality alert system and visualizations into dashboards