FP&A leader. Oxford MBA. Builder of the models finance leaders rely on.
Nine years of corporate FP&A across NYSE-listed, LSE-listed, and venture-backed companies — building three-statement models, multi-entity close pipelines, and analytic frameworks that turn ambiguous results into board-ready answers.
Each piece is a written explainer plus a working Excel workbook. Synthetic data only.
Price-Volume-Mix (PVM) bridge
A revenue or margin bridge that decomposes a period-over-period change into its causal drivers — Volume, Price, Mix, Discount, Materials, Value-Added. The tool FP&A leaders use to turn “revenue moved +X” into “here’s exactly why.”
Translate, eliminate, consolidate, roll CTA. A 3-entity synthetic close (US / EU / LatAm) showing the four mechanical steps and the four places consolidation usually breaks.
How I keep track of everything across operations, sales, legal, HR, M&A, and the close — a local Obsidian vault, Claude on top, and the discipline that makes it work. Starter vault included.
Seven techniques pivot-table tutorials skip and FP&A actually needs: Table-backed sources, Show Values As, calculated fields, GETPIVOTDATA, slicer cockpits, the Data Model pivot, and the new GROUPBY / PIVOTBY dynamic-array functions.
Two underused FP&A visualizations: ribbon charts for rank-over-time and horizontal waterfalls for variance walks with many drivers or long category names. Excel doesn’t hand them to you natively; this is the build.