FP&A | Financial Modeling | Strategic Planing

About Me

Professional with experience in FP&A, financial analysis, project management, and business intelligence. Focused on transforming data into strategic decisions through dashboards, financial models, and performance analysis.

Professional Cases

Case 1 - Strategic Performance Management

CRM & Power BI Integration via Balanced Scorecard (BSC)

Executive Summary

Designed and implemented a data-driven performance management system by integrating CRM data into Power BI, structured around the Balanced Scorecard (BSC) framework.

This initiative transformed fragmented sales reporting into a centralized decision-making platform, increasing sales conversion rate by 36% and improving visibility over revenue drivers, pipeline efficiency, and forecast reliability.

Situation & Task

The commercial department operated with limited data visibility and fragmented reporting processes.

• Sales data was siloed within the CRM
• Reporting was manual, time-consuming, and error-prone
• KPIs lacked standardization and were not linked to financial outcomes
• Leadership relied on subjective analysis during performance reviews

Goal:

Establish a Single Source of Truth and transition from reactive, intuition-based management to structured, KPI-driven decision-making aligned with revenue and margin targets.

Strategic Solution