02 / FRONTIER TRANSFORMATION
Frontier finance.
Built for decisions.
I help finance teams connect SAP, governed data, and AI engineering—turning fragmented reporting into repeatable analysis, explainable decisions, and controlled action.
THE FRONTIER FINANCE STORYFrom assembling numbers
to understanding the business.
Finance teams need a consistent account of what happened, why it changed, and what to do next. My approach starts with trusted financial logic, adds agents that can explain the evidence, and brings people into the decisions that matter.
MY HANDS-ON EXPERIENCEGoverned FP&A data layers. Model-to-P&L mapping. Volume/mix variance analysis. Data-quality exception queues. Read-only finance data agents.
I connect these builds with finance discovery and HVE workshop coaching, translating business requirements into working, testable software.
01 / FP&AExplain the forecast.
Connect actuals, budgets, and forecasts to consistent dimensions. Surface variance drivers and draft commentary grounded in approved data.
- Volume, price, and mix analysis
- Explicit scenario assumptions
- Analyst review of explanations
Learn: variance analysis ↗Microsoft’s referenced feature is prerelease.
02 / P&L AUTOMATIONMake every number traceable.
Build a governed P&L preparation flow: map source models and accounts, apply approved calculation rules, reconcile control totals, and route exceptions.
- Separate units from prices and dollars
- Calculate in SQL, Python, or semantic measures
- Trace reporting lines back to source
Learn: Fabric data agents ↗
03 / CORPORATE FINANCEMove the close forward.
Design automation for reconciliations, intercompany exceptions, close coordination, and management reporting—with clear ownership and review.
- Match transactions and investigate differences
- Prepare evidence and reporting narratives
- Keep approvals ahead of financial postings
Learn: financial reconciliation ↗
THE TECHNOLOGY FOUNDATIONEnterprise context.
Connected intelligence.
I choose the components around the finance process, data boundaries, and operating model.
- Connect & model
- SAP and approved planning extracts → Fabric Lakehouse / OneLake → governed SQL and Power BI semantic models.
- Reason & explain
- Fabric data agents for grounded questions; Microsoft Foundry and Azure OpenAI for custom agentic logic.
- Orchestrate & review
- Copilot Studio, Teams, Power Automate, and Logic Apps for user interactions, exception routing, and approvals.
- Govern & observe
- Microsoft Entra ID, scoped permissions, lineage, evaluation, and activity logs—with access and data boundaries designed explicitly.
Success measures I design for: reporting cycle time, reconciliation effort, exception resolution, and answer traceability.