Finance & Analytics

Turning messy financial data into decisions leaders can act on.

I build analytical tools — dashboards, financial models, and data workflows — that help operators and finance teams move faster with sharper numbers. Below are two projects that show how I think about marketplace economics and SaaS modeling.

Featured Work

Two projects, two lenses on the same question:
what drives the business?

The dashboard side takes operational data and surfaces what matters. The modeling side takes operator assumptions and projects them forward. Together they're the two halves of finance & analytics work.

Dashboard HTML JavaScript Chart.js Tailwind

Kestrel Market — Marketplace Analytics

Interactive analytics dashboard for a fictional B2B services marketplace. Five analyst views (Overview, Growth, Unit Economics, Cohorts, Categories), period and category filters that slice the data live, and context-aware KPIs that reframe per view. Data is synthetic but the story is deliberate — a Q3 take-rate compression, a post-launch retention step-up, and a cohort-level LTV:CAC trend.

  • • GMV and take-rate trend with prior-period comparison
  • • Buyer cohort retention heatmap with quarterly cohorts
  • • Per-buyer unit economics and LTV:CAC by acquisition quarter
  • • Category mix and YoY growth decomposition
Lumen Analytics · SaaS Financial Model Scenario: Base
MetricFY24FY25FY26Δ YoY
Ending ARR ($M)$5.6$11.3$19.9+76%
Recognized Revenue ($M)$3.7$8.2$15.3+86%
Gross margin78.0%78.0%78.0%flat
Operating margin(9.8%)(0.5%)8.9%+9.4pp
Ending customers347626987+58%
NDR 115% · GRR 92% · LTV:CAC 5.1x Rule of 40: 60%
Financial Model Excel 3-yr driver model 431 formulas

Lumen Analytics — SaaS Financial Model

Driver-based three-year model for a fictional B2B SaaS. Customer acquisition, retention, ACV, and opex ratios flow through an ARR waterfall into a quarterly P&L. Scenario toggle (Base / Bull / Bear) updates all downstream metrics. Zero formula errors; industry-standard color conventions throughout.

  • • ARR waterfall — beginning, new, expansion, churned, ending
  • • Quarterly income statement with annual roll-up
  • • SaaS health metrics: NDR, GRR, CAC payback, LTV:CAC, Rule of 40
  • • Single-cell scenario toggle drives every downstream calculation
About

A bit about me

I'm a finance and analytics professional with experience across fintech and marketplace businesses. My work tends to sit at the seam between the P&L and the operating metrics — building the tools that let teams answer "what should we do?" rather than just "what happened?"

I care about craft: models that are auditable down to the cell, dashboards that load fast and make the question obvious, and analyses that don't hide behind jargon. Day-to-day, I work mostly in SQL and Excel, with dbt and Airflow for data pipelines and Tableau or Looker for dashboards. I also lean on AI tools, Claude and GitHub Copilot, to draft queries faster, stress-test model logic, and catch errors earlier.

Contact

Get in touch

I'm always happy to chat about analytics, financial modeling, or a specific problem you're trying to solve.