Approach
Acceptance criteria before a single measure.
Confirm the business outcome, the inputs, the constraints. Design the smallest useful model or report. Reconcile. Document what the source will not give you. Hand over something another analyst can keep.
Method
How a job runs
01
Confirm
Outcome. Inputs. Constraints. Acceptance. Written. Then build.
02
Design small
Smallest useful cut. Assumptions on the page. No deck.
03
Reconcile
Edge cases. Unresolved named. If it will not tie, it does not ship.
04
Hand over
Source artifacts. Change summary. Training. The file stays.
Buyer outcomes
What you should have when the job closes
01
Clear root cause and next action
Not a gallery of charts. A number you can defend, and what to do with it on Tuesday.
02
Maintainable models and logic
Transformations and measures that another analyst can open without a guided tour.
03
Decision-ready Power BI
Dashboards used in commercial decisions — desktop and mobile — with guided navigation.
04
Reconciled results, concise handover
Outputs checked against source. Unresolved issues named. Documentation that travels.
01
BI troubleshooting and audit
Reproduce the wrong number. Isolate. Repair the smallest useful cut.
A productized audit: model, queries, measures, grain. Source vs model vs visual, named. Focused fix, change summary, unresolved issues written down — not a rebuild for its own sake.
02
Power BI dashboards and models
Decision-ready reports on a model that can be maintained.
Requirements, KPI definition, dimensional model, Power Query, measures with business names. Desktop and mobile. Validation against source. Training so the file stays.
03
SQL / ETL, analytics backend
Transformations you can follow. Pipelines you can reconcile.
SQL Server, SSIS, Power Query. File-based ingest from SAP, BW and Navision: content-detected, quality gates, weekly and annual grains that do not overwrite each other. Tests at the edge. Then a model a dashboard can trust.
04
KPI and BI solution blueprint
Confirm the outcome before anyone writes a measure.
Business outcome, inputs, constraints, grain, acceptance. The smallest useful model or report, assumptions on the page. A document the build can be checked against.
05
Credit-risk controls and recon
Validate the book. Name the exception. Tie the grain.
Independent scoring and dataset validation. Outliers and boundary cases in Python and SAS. AML classification at volume against a written rule. Accounting recon before the report. Exception queues with a criterion.
06
AI output evaluation
A rubric before the run. Line by line. A person signs.
Task specs, must and must-not, acceptance. Line-by-line review of generated analysis and code. Unsupported claims labelled unverified. Confirmed defects turned into regression tests. Codex drafts. A person signs the gate.
07
Pricing and profitability analytics
Segment. Price. Prove the margin two ways.
Retail-banking CVM: client data, taxonomies, classification rules, Python and SAS on large sets. Pricing and profitability models with methodology written for the business. Two-path recon of the margin. If it will not tie, it does not ship.
08
Cross-source data quality
Consistency rules. Aberrant records named. Then reporting.
Investment-risk and insurance cuts: consistency between sources, incomplete and aberrant records detected before they enter the book, parameterised investigation applications. A quality gate, not a cleanup after the dashboard exists.
09
Enterprise reporting estate
A chapter 100+ people open. Every working day.
MicroStrategy dossiers and Power BI Service on a model that can be kept. Recurring commercial KPIs, guided navigation, desktop and mobile. Training so the floor does not export to Excel. The client can run without me.
10
Reverse engineering and method package
Someone left. The file stayed. Recover the logic.
Map the model, the queries, the grain, the undocumented measure. Architecture decision record. Requirements recovered from the file, not from memory. Tests, change summary, training. Documents that survive being challenged.
Industry context
Where the work has lived
- Banking and credit risk
- Insurance
- Wholesale and supply chain
- Travel retail · Lagardère
- Public and municipal data
Codex and Claude accelerate analysis, code drafting, documentation, test cases and QA. Every deliverable is human-reviewed, tested and validated.
Brief
Cut a first brief
Four questions. A reference number. Send it, or bring it to the conversation.
01 / 04
What do you need cut?
Prefer to write it yourself? Open the desk.