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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.

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Internal Stakeholders with Distinct Needs

Executives

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  • High-level ratios & metrics

  • Long-term trend analysis and forecasting

  • Group-level view of multiple BUs on aggregate

  • Both PL & BS sides

Finance
(e.g. FP&A Analyst)

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  • Need a comprehensive view of an entire report structure

  • 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

  • Short-term MoM root cause case analysis

  • Detailed view to take immediate action

  • Likely focus only on PL 

Finance Intelligence & Analytics Solution

Data Integration

Business Intelligence

  • Financial ERP Data (PL, BS Reports)

  • Budget Data 

  • Account Master 

  • Product and Division Master 

1. Data Mapping & Validation

Master Table Alignment and Cleaning

  • Financial Ratio 

  • P&L Metrics

Metric Calculation Validation

2. Data Normalization &
Quality Assurance

  • Integrate financial ERP data and transaction data
     

  • 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

  • As-is report identification and requirement gathering
     

  • Dashboard or report design and development

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Users

Executives

  • Dupont Analysis /
    KPI Tree Report

  • Financial Ratios Monitoring

  • Group Consolidated Performance Analysis

Finance

  • Full PL & BS Report Breakdown

  • Automated Excel Report Generator

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Operation

  • Sales & Margin Monitoring

  • Product & Customer Analysis

  • PL Snapshot Tracking

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Finance Intelligence & Analytics: Example Dashboard
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Executive Team

  • Summarize PL/BS KPIs into a single metric (ROCE%)
     

  • Filters and parameters to breakdown across organization hierarchy

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  • Click to expand to visualize KPI trend

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Finance Team (FP&A)

  • Visualized top-level account contribution to total EAT
     

  • Interactive PL report data table with options to click to drill-down detailed accounts
     

  • Multiple columns for full variance analysis

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Operations Teams

  • Focus on key metrics within control (sales, margin, OI)
     

  • Breakdown sales, margin, OI by customer or product view
     

  • Simple visualization for YTD and MTD comparison to budget

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KEY IMPACTS
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1 PDF

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with 17 views

>

10 Dashboards

Increase monthly management reports from 1 PDF summary report to 10 Dashboards with 17 views

5x​ Access Increase

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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.

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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

Have a project in mind?

In this complex world,

we need to collaborate to deliver outstanding work.

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