Michael Schultz

Typical budget: $3,000 and under
Located in Chelsea Heights, VIC, Australia

FP&A consulting with Power BI + Excel + SQL

Freelance FP&A S&OP planning & reporting in Power BI Excel SQL PowerApps (Acterys).

SME's struggle with inefficient financial planning, analysis and reporting processes. Legacy FP&A software, whilst strong on governance, is expensive and requires specialist premium consultants. On the other hand, Excel is low cost and highly flexible but governance is lacking.

I am an experienced CPA CIMA qualified business intelligence finance analyst (FP&A) supporting Finance and Operations with information, budgeting, financial modelling, activity based costing and automation services.

After having experienced multiple other CPM solutions, I now predominantly work with Acterys, leaders in FP&A / S&OP planning software on the Microsoft stack in Power BI and Excel.

This is supported by a secure Azure SQL database. For SME’s, Acterys offers financial reporting templates for many online accounting systems such as Xero and Quickbooks. SQL, Power BI and Excel skills are more widely available – Acterys achieves good governance, a single version of the truth whilst coupled with flexibility of Excel and Power BI. At Acterys, my role is enabling partners and customers to get up and running on the solution platform.

Experienced in:

• FP&A / CPM / EPM, Planning / Budgeting / Forecasting, Consolidations, Foreign Exchange gains / losses
• S&OP modelling
• Business intelligence
• Finance Data analysis
• Financial modelling, 3 way statement modeling
• Xero, Quickbooks, D365 BC & GP reporting
• Management accounting
• Activity based costing & bench-marking
• Strategy mapping, balanced scorecards, systems dynamics
• ERP systems administration
• Complex reconciliations

Systems knowledge:

• BI : Power BI, DAX
• Excel: Advanced Excel including VBA and Power Pivot, Power Query, MS Access
• MS Stack: MS SQL, SSRS, SSAS (Tabular)
• Power Platform: PowerApps, Power Automate
• CPM / EPM / FP&A : Acterys, Solver BI360, Board International, Jedox
• ERP: Microsoft Dynamics GP, Wennsoft, exposure to D365 BC, SAP B1, D365 CE -
• Other Software: Systems Dynamics, Activity Based Costing

3Way Statement model: P&L and Balance Sheet including Cash Flow

The image shows an example of a 3Way statement model

FP&A Model Budgeting Planning Power BI Excel

The model includes

• HR planning, capex, sales planning S&OP
• Workflow to manage budgeting process
• 3Way statement modelling
• Financial account level budgeting including tracking categories / departments
• P&L, Balance Sheet Cashflow
• all on Power BI, Excel using Acterys

HR Plan

The image shows an example of an HR plan

Capex Asset Plan

The image shows an example of a Capex / Asset plan

What If

The image shows an example of how a what if scenario can be implemented

Workflow demo

The image shows an example of managing workflow in the application