I build planning, forecasting, reporting and finance analytics solutions that connect financial logic with data, systems and automation.
My work sits at the intersection of finance and technology: understanding the business question, working with the underlying data, building the financial model and controls, and turning the result into decision-ready reporting.
Finance problem → data → financial logic → model → controls → analysis → executive output
Independent portfolio case study using a synthetic B2B SaaS company and synthetic data.
An integrated SaaS FP&A environment connecting customer-level ARR movements, retention economics, GTM capacity, financial forecasting and cash runway into a reconciled planning and reporting stack.
The model is designed around a practical finance question:
Can the business fund additional sales capacity to re-accelerate growth without breaching its minimum cash-runway requirement?
Finance covered
ARR waterfall · renewals · churn · contraction · NRR · GRR · customer cohorts · bookings/revenue mechanics · budget vs reforecast · driver-based forecasting · sales capacity · pipeline coverage · CAC · CAC payback · Magic Number · burn multiple · headcount · P&L · cash runway · scenarios · management commentary · reconciliations
Built with
Excel · SQL / DuckDB · Python · Power BI
The emphasis is not simply dashboarding. The project is built around reconciled outputs, transparent finance logic and interview-defensible model architecture.
Explore the SaaS FP&A project →
Independent portfolio project.
A separate FP&A modelling case study focused on building a structured planning and cash-flow environment with finance logic, controls, scenario analysis and management-ready Excel outputs.
It demonstrates the modelling discipline behind turning operating assumptions into a usable finance deliverable—not simply producing a spreadsheet that calculates.
Focus
FP&A modelling · forecasting · cash flow · scenario analysis · controls · Excel model architecture · management reporting
Explore the retail FP&A project →
Budgeting · rolling forecasts · driver-based planning · variance analysis · scenario modelling · headcount planning · management reporting · SaaS metrics · business partnering
Operating models · forecast models · cash-flow models · financial business cases · model redesign · scenario engines · controls and reconciliations
SQL · Power BI · Python · Databricks · Power Query · Power Pivot · finance data pipelines · automated reporting · KPI reporting
OneStream · Anaplan · Adaptive Planning · D365 · SAP / SAP HANA · Excel · process improvement · reporting architecture · finance workflow automation
I am an ACCA member with an MBA in Data Analytics and professional FP&A experience across corporate and operating environments in Canada and internationally.
My work has included budgeting and rolling forecasts, management and Board reporting, multi-site forecasting, headcount planning, GL-level analysis, financial modelling, SQL-connected reporting, finance data pipelines, systems-enabled planning and finance-process improvement.
GitHub is where I demonstrate the build side of finance: models, data structures, controls, automation and reporting that can be inspected rather than simply listed on a résumé.
For finance teams and growing businesses, my work is particularly relevant to:
- FP&A and driver-based financial models
- Budget and forecast model development
- Cash-flow forecasting and scenario modelling
- SaaS metrics and operating-model reporting
- Management reporting automation
- Power BI finance dashboards
- SQL-based finance analytics
- Excel model redesign and automation
- Finance data transformation and reporting pipelines
- FP&A systems and reporting-process improvement
Planning & Finance Systems: OneStream · Anaplan · Adaptive Planning · D365 · SAP
Analytics & Reporting: SQL · Power BI · Databricks · Python · Power Query / Power Pivot
Modelling: Advanced Excel · financial modelling · scenario analysis · forecasting
Workflow: Git · GitHub · AI-assisted finance workflows
I'm interested in Senior FP&A / Strategic Finance, Finance Transformation, and FP&A / Financial Systems opportunities, as well as selected freelance finance modelling and analytics projects.
LinkedIn: linkedin.com/in/md-siddik Upwork: View my Upwork profile Location: Vancouver, Canada