Multi-Entity P&L Consolidation
Consolidated fragmented financial reporting across multiple business entities into a single source of truth for executive decision-making.
A company with multiple business entities relied on dozens of separate reports for financial analysis. Each entity used different account structures, naming conventions, and reporting formats.
Leadership couldn't get accurate P&L figures without weeks of manual consolidation. Conflicting numbers from different reports eroded trust in financial data. Strategic decisions were delayed or made on incomplete information.
Multiple teams responsible for different data segments—no single owner
No access to implement proper ETL pipeline (SQL transformations blocked)
Inconsistent chart of accounts across entities
Client-provided data with embedded quality issues
Mapping/Dictionary Architecture
Built a comprehensive mapping layer to translate disparate account structures into a unified financial hierarchy. This became the backbone enabling consistent DAX measures across all entities.
DAX-First Transformation
Without SQL access, pushed all transformation logic into DAX and Power Query M. Optimized measures for calculation groups and reusable patterns.
Delivered consolidated P&L reporting across all business entities
Single source of truth replaced 20+ fragmented reports
Enabled month-over-month and entity-vs-entity comparison for the first time
"Focus on what you control. Time spent fighting for SQL access was time not spent optimizing DAX measures and refining the mapping logic. Constraints are fixed; your response to them isn't."