SaaS FP&A dashboards for board reporting

SaaS

Problem

Board lacked timely and consistent metrics; finance model was ad-hoc and fragile.

Approach

Built a single-source-of-truth model, standardized revenue recognition, and automated weekly data refresh.

Results

• Board reporting time reduced by 70%
• Forecast accuracy improved within ±5%
• Runway visibility extended to 12 months

Stack

Xero, Stripe, Google Sheets, Looker Studio