fpna

Claude and Codex Agent Skill (plus standalone CLI) that audits existing Excel spreadsheets and financial models for correctness defects: formula errors, broken references, off-by-one ranges, totals that don't reconcile or cross-foot, circular references, and data-quality risks. Audit-only; never rewrites your workbook.

Power BI FP&A analytics portfolio with finance dashboards, DAX models, prepared data, QA notes, and executive reporting products.

A practical FP&A operating cockpit for management reporting, month-end close, variance analysis, scenarios, and finance transformation.

经营管理导向财务分析看板：用 Python 将财务报表与业务明细转化为可离线运行的 FP&A 管理驾驶舱，含风险检测、杜邦分析、营运资本、利润中心与投资敏感性分析。

End-to-end SaaS FP&A: driver-based revenue forecast (backtested), budget-vs-actuals variance bridge, scenario planning, and a Power BI dashboard.

Budget vs actual variance dashboard: SQL (CTEs, exception flagging) + Excel conditional formatting + Power BI drill-through guide. FP&A portfolio project.

Excel FP&A and business control model for a synthetic renewable energy portfolio using Power Query, variance analysis, scenario modeling, and dashboard reporting.

A Claude skill that makes finance code for services firms tie out: exact money math, tie-outs to the source, masked sensitive data, and plain-English reports.

Power BI dashboard analyzing Hamburg public expenditure trends and category-level changes from 2010 to 2012.

Zero-based OpEx pack: cost-center asks, decision packages, and savings bridge vs target. Sample Excel file.

FP&A / BI portfolio project — P&L modelling, ratio analysis, and an interactive margin dashboard (synthetic data).

Proof of concept for an enterprise Finance AI Agent platform using Python, LangChain and LangSmith, with FP&A and Treasury use cases.

Fictional SaaS feature investment Go/No-Go case: decision memo + NPV/IRR model + sensitivity & KPI monitoring.

Predictive model for customer churn using telecom data. Quantified revenue at risk by segment to support FP&A forecast adjustments. Reduced reporting time 40%.

Live financial-statements dashboard from an Excel workbook

Margin and mix bridge: SKU/channel contribution, price-volume-mix, and gross margin walk. Sample Excel file.

Capex investment case: timed spend, volume lift and cost savings, NPV, IRR, and payback. Sample Excel file.

Driver-based P&L forecast: volume × price, COGS drivers, OpEx by cost center, plan vs reforecast. Sample Excel file.

Credit risk monitoring dashboard for CFO review. Built anomaly detection for revenue variance and financial risk KPIs using Python, Power BI. Automated monthly variance reporting for finance leadership.

Driver-based rolling P&L: actuals locked, remaining months reforecast from indexes. Fictional Northline data.