Financial Analyst — FP&A & Budgeting

I turn raw financials into decisions worth acting on.

Three-statement models, budget-vs-actual variance analysis, and BI dashboards, built the way FP&A teams actually use them, not textbook examples.

NorthBeam Analytics — Q3 Budget vs. Actual $K, B2B SaaS · ~$50M ARR
Line ItemBudgetActualVariance
Revenue4,1504,310+3.9%
COGS1,2401,295+4.4%
Opex1,8601,790−3.8%
EBITDA1,0501,225+16.7%
Modeling

Three-statement & valuation

Integrated three-statement models, DCF and CAPM valuation, built from real company filings instead of synthetic course data.

Variance

Budget vs. Actual

Variance analysis with commentary that explains the why behind the delta, not just the number.

Dashboards

Power BI reporting

Dashboards that turn a spreadsheet into something a VP can read and act on in ten seconds.

Why This Site Exists

I'm closing the experience gap by building the work, not just listing it.

Most entry-level Financial Analyst postings ask for two to five years of experience. I don't have that yet. This site is how I'm closing the gap, by building the kind of work an FP&A analyst actually does and putting it where you can check it, instead of just listing it on a resume and hoping someone takes my word for it.

I studied a Master of Science in Finance (MSF) at the University of Arizona, where I built three-statement models, ran DCF and CAPM valuations, worked through venture-capital valuation methods, and wrote my own VBA functions to handle modeling work Excel's built-ins couldn't clean up on their own. That gave me the mechanics. What it didn't give me was real company data, budget-vs-actual variance work, or any exposure to the BI and ERP tools that show up in almost every FP&A job posting.

So I went through a stack of real Financial Analyst and FP&A postings, pulled out what kept repeating, and built projects to close each gap directly. The first is a full Budget vs. Actual workbook for a fictional $50M-ARR B2B SaaS company, NorthBeam Analytics: four variance scenarios, conditional formatting, and commentary written the way a finance team would actually flag it for leadership, not the way a textbook would. Power BI dashboards and a real-company model rebuild are next.

This site isn't meant to look finished. It's meant to show how I work: find the gap between what I know and what the job needs, then go build the thing that closes it. Every project here started as something I genuinely couldn't do yet.

If you're hiring for Financial Analyst, FP&A, or budgeting analyst roles, my resume has the specifics, and the projects page has the work itself. Happy to walk through any of it in more detail.

Latest Writing

From the blog

JUN 2026

Why budget-vs-actual is the most underrated FP&A skill

What I learned building a full variance model from scratch, and why the commentary matters more than the spreadsheet.

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COMING SOON

Building my first Power BI dashboard from a public dataset

Notes on going from a raw Kaggle CSV to a dashboard worth publishing.

Read article →