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Portfolio Dashboards

Analytics

Excel financial models and Power BI dashboards that expanded a commercial lending team's reporting and analytics.

Services:

Financial modeling & BI

Financial modeling & BI

Client:

National Bank of Canada

National Bank of Canada

Year:

2025

2025

Overview

I built Excel financial models and Power BI dashboards that expanded my team's reporting and analytics capabilities.

Tools

Excel, Power BI and Python, used to forecast cash flow, size capital and quantify downside risk.

Overview

I built Excel financial models and Power BI dashboards that expanded my team's reporting and analytics capabilities.

Tools

Excel, Power BI and Python, used to forecast cash flow, size capital and quantify downside risk.

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M&A and Buyout Financing

Commercial Banking

Savaya Developments

Residential Construction

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M&A and Buyout Financing

Commercial Banking

Savaya Developments

Residential Construction

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