Selected work
These case studies start with a commercial or financial decision, show the dataset and analytical approach, and end with a recommendation. They demonstrate business and financial analysis capability without implying client delivery.
Every project is explicitly labelled as a synthetic portfolio case study.Decision-ready analysis built from relational data, clear definitions and reproducible queries.
Exploratory analysis, prediction and operational modelling translated into commercial actions.
End-to-end analytical workflows that join, validate, model and communicate business data.
KPI systems designed around decisions, not decoration: acquisition, conversion, efficiency and value.
Structured recommendations, executive briefs and requirements documents for time-poor stakeholders.
All case studies
Which actions protect EBITDA when revenue, cost and commitments move together?
A governed monthly P&L pipeline, material variance queue and three-scenario reforecast that connects ledger controls to management action and operating cash.
312-line Python + SQL workflow · data controls · P&L model · variance queue · scenarios
Which collection actions release cash without confusing ageing with customer risk?
A full SQL control layer for invoice validation, weighted DSO, ageing, concentration, dispute exposure, collector capacity and payment-term scenarios.
372-line SQL system · controls · DSO · ageing · collection queue · term scenarios
Who is valuable, becoming inactive and still economically sensible to contact?
A time-based CLV validation, contribution forecast, acquisition-economics view and treatment queue with explicit assumptions and value-capture diagnostics.
367-line Python workflow · controls · holdout test · CLV scoring · intervention economics
How should a board approve learning without committing the full capital programme?
A four-page committee paper connecting NPV and payback to the operational assumptions, release gates and downside controls that determine whether the investment should scale.
4-page board paper · option appraisal · financial sensitivity · implementation controls
Can one case owner replace fragmented functional hand-offs without a premature system purchase?
A five-page change brief defining ownership, status and priority rules, minimum controls, event-level reporting, adoption risks and measurable scale-or-stop criteria.
5-page change brief · target model · RACI logic · controls · adoption plan
How can a company protect margin while learning where discount is commercially justified?
A five-page decision note that turns margin leakage into delegated approval rules, controlled tests, guardrail measures and pre-agreed scale, revise or stop thresholds.
5-page decision note · guardrails · controlled tests · governance rhythm
Which sales look healthy until discount and cost are included?
A reproducible gross-margin diagnostic that separates top-line growth from value-destructive discounting and identifies where commercial controls should change.
Where should a constrained bid team spend its next week?
A bid-performance model that turns a pipeline list into a decision queue and separates attractive opportunities from expensive distractions.
Which customers need intervention before the renewal date?
A practical classification workflow that balances predictive performance with the commercial need to explain who is at risk and why.
How much stock protects service without locking up cash?
A six-SKU forecasting and safety-stock model with a transparent holdout test and a simulated operational impact check.
Can leadership trust the number before discussing the trend?
A small analytical pipeline that removes duplicate orders, standardises channels, filters business-valid revenue and exposes an auditable customer-level mart.
Which valuable customers are becoming quiet?
A relational customer mart and RFM-style prioritisation layer that connects value, frequency and recency to an actionable outreach queue.
Where should the next £10,000 of budget move?
An executive-first marketing view that links spend to conversion and revenue, while keeping diagnostic channel metrics one level deeper.
Which promotion fills the room and grows the community?
A student-society marketing dashboard that traces awareness through attendance to membership and exposes channel efficiency.
A one-page recommendation for an ambiguous market-entry decision.
A concise board-style memo that converts scattered market assumptions into three options, explicit risks, a recommendation and 90-day next steps.
Aligning sales, marketing and operations before software selection.
A structured BA deliverable that links stakeholder pain points to prioritised requirements, process impacts and testable acceptance criteria.