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Selected work

Case Studies

These case studies demonstrate how I approach financial, operational, and analytical problems. Certain company names, assumptions, values, and supporting data have been generalized or anonymized to protect confidential information.

Case Study 01

Broadband Expansion Investment Modeling

Business Challenge

A large pipeline of infrastructure opportunities required consistent financial evaluation and prioritization across different markets, cost structures, and operating assumptions.

Analytical Approach

Developed financial models incorporating ROI, IRR, NPV, payback period, operating forecasts, sensitivity analysis, and multiple investment scenarios. Structured the analysis so decision-makers could compare opportunities using consistent financial criteria.

Tools and Methods

  • Advanced Excel
  • Financial modeling
  • Power Query
  • Scenario analysis
  • Dashboard reporting

Outcome

Supported evaluation and prioritization across more than $1.2 billion in potential projects and analysis involving more than one million underserved locations.

Visual Evidence

Add an anonymized view of the model structure.
Add a chart comparing investment scenarios.
Add the evaluation workflow diagram.
Add the generalized assumptions table.

Case Study 02

Forecasting and Scenario Planning

Business Challenge

Leadership needed clearer visibility into how changing costs, timelines, operating assumptions, and market conditions could affect financial outcomes.

Analytical Approach

Created flexible forecast models that allowed users to adjust key assumptions, compare multiple operating scenarios, identify major financial drivers, and evaluate potential downside and upside cases.

Tools and Methods

  • Excel
  • Forecasting
  • Variance analysis
  • Sensitivity analysis
  • Scenario modeling
  • Data visualization

Outcome

Improved the ability to compare alternatives, identify material risks, and communicate the financial impact of changing assumptions.

Visual Evidence

Add the multi-period forecast visual.
Add a bridge showing plan-to-actual drivers.
Add the two-way sensitivity grid.
Add the base, upside and downside summary.

Case Study 03

Executive Analytics and Reporting

Business Challenge

Complex project and operational information needed to be converted into concise, repeatable reporting that leaders could understand and act upon.

Analytical Approach

Consolidated source data, developed relevant KPIs, automated recurring analysis, standardized reporting logic, and designed executive-facing dashboards.

Tools and Methods

  • Excel
  • Power Query
  • Power BI
  • Tableau
  • SQL
  • Python

Outcome

Reduced manual reporting work, improved consistency, and increased visibility into project performance and decision-critical metrics.

Visual Evidence

Add an anonymized executive dashboard view.
Add the KPI definition summary.
Add the source-to-report data flow.
Add the manual vs. automated comparison.

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