Tools Used: Qlik Sense, Advanced SQL, Qlik Script (ETL), Excel

Category: Financial Analytics · Dashboarding · ETL Pipelines · Data Modeling · Business Operations

🧩 Problem ?

Budget and expense data were fragmented across multiple Excel files with inconsistent schemas, making it difficult to:

• Track real-time budget utilization
• Analyze spend across teams and leadership
• Identify over- or under-utilized budgets
• Answer ad-hoc financial queries efficiently

This resulted in delayed reporting, limited visibility, and low confidence in financial decision-making.

🛠️ My Approach

• Consolidated and standardized multi-source Excel datasets into a structured data model
• Designed a scalable schema linking:
  • Budget allocations
  • Actual expenses
  • Teams and group leaders
• Built end-to-end ETL pipelines in QlikScript, including:
  • Data cleaning and transformation
  • Key-based joins and aggregation logic
  • Reusable script-level calculations
• Developed an interactive analytics application with:
  • KPI tracking (budget, spend, remaining)
  • Drill-down views by leader, team, and category
  • Time-based analysis (quarterly trends)

📌 Key Features

• Real-time visibility into budget vs. actual spend
• Leader-level and team-level performance tracking
• Dynamic filtering for ad-hoc financial analysis
• Scalable backend supporting consistent and reusable metrics

📈 Impact