Building decision-ready financial models & analytics.
Excel financial models, Power BI dashboards, and SQL analytics. Built on real company data and designed for how finance leadership actually reads.
| Department | Budget | Actual | Variance | Var % |
|---|---|---|---|---|
| Sales & Mktg | 4,750 | 6,128 | +1,378 | +29.0% |
| Research & Dev | 3,240 | 2,630 | (610) | (18.8%) |
| Operations | 5,180 | 5,312 | +132 | +2.5% |
| G&A | 1,380 | 1,356 | (24) | (1.7%) |
| Total | 14,550 | 15,426 | +876 | +6.0% |
Modeling, querying, visualizing financial data.
I turn raw financial data into models, queries, and dashboards that help teams see what's actually happening in the business.
- Financial modeling, valuation, and variance analysis
- Querying and structuring relational data for financial reporting
- Interactive dashboards and DAX-driven KPI analysis
Why Financial Analysis?
I've seen what happens when a business has it, and when it doesn't.
- Learn by building, not just studying
- Uses AI as a development partner to build practical tools
- End-to-end: SQL → Excel → Power BI
My family ran a café in Taiwan, and I helped manage operations for a stretch. That's where I first understood what financial visibility really means. Not as a concept, but as the difference between catching a cost problem early and missing it entirely. Budget vs. actual, variance by cost center, month-end commentary: I didn't learn why FP&A matters from a textbook. I learned it from watching what happens without it.
That experience is why I wanted to formalize the skill, not just rely on instinct. When I came to the U.S. to pursue my MSF at the University of Arizona, I made a rule: learn by building, not just studying. That habit didn't stay inside finance. Whenever I found a gap, I built a solution, from an automated job search tracker and a market monitor to this portfolio. Using AI as a development partner, I've learned to reach for the right tools to solve the problems in front of me.
That's why I chose financial analysis: not for the numbers, but for the visibility they give a business.
From the Articles
Insights on financial modeling, corporate strategy, and valuation.
A High ROE Can Hide Two Very Different Companies
Two companies, same ROE. One earns it through profitability and efficiency. The other borrows its way there.
The Three Statements Tell You When You Are Wrong
The three statements are not three separate documents. They are a closed system that checks your work.
A Company Can Be Profitable and Still Go Broke
Profit and cash are not the same thing. A company can report growing profit year after year and still run out of money.
Why I Am Learning SQL, and How
I already had Excel and Power BI. SQL kept showing up in job postings as the skill I was missing, so I mapped out a learning path and started working through it.
What the Cash Balance Hides: How Texas Instruments Actually Funded Its Fab Expansion
A three-statement model surfaced something the income statement alone never shows.
Interested in discussing financial modeling, FP&A opportunities, or potential collaboration?
Target Roles: Financial Analyst · FP&A Analyst · Financial Data Analyst