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Finance & Data Analyst · London, UK

Turning financial data
into decisions that
actually get made

I build the dashboards, models, and reports that give finance and business teams real clarity on performance, so they spend less time in spreadsheets and more time making decisions that matter.

Get in Touch Download CV

Currently focused on

  • Reporting automation
  • Dashboard development
  • Forecasting & commercial analysis
Core tools Power BI SQL Python Excel Tableau
Alex Morgan
Alex Morgan
Finance & Data Analyst
London, UK
Available for finance & analytics roles
3+ Years in finance & analytics
12× Faster reporting delivered
18% Forecast accuracy improvement
20+ Finance & analytics projects
1st Class Honours degree
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Background

About Me

Turning data into clear decisions for finance and business teams.

Most businesses are sitting on data they cannot act on. My job is to find what actually matters, build the tools that surface it clearly, and make sure the right people see it at the right time. That might be a live dashboard that replaces three hours of weekly prep, a model that spots a problem before it shows up in the numbers, or a report that turns a spreadsheet into a decision.

My background sits across finance, analytics, and communication, which means I can talk to a CFO about commercial strategy and a data engineer about pipeline architecture in the same afternoon. I have worked across SaaS, retail, and financial services, building everything from Power BI dashboards to Python forecasting models to automated management reporting.

I am especially drawn to roles where the data work has direct commercial stakes, where getting the analysis right changes what a business does next.

"The question I ask before building anything is: what decision does this need to support? Everything else follows from that."
Education BSc Finance & Management, First Class, University of Edinburgh
Experience Finance Analyst, NovaTech Solutions, 3+ years in finance & analytics
Skills Excel, Power BI, Python, SQL, Tableau, Financial modelling
Projects 20+ finance & analytics projects across SaaS, retail, and financial services

Qualifications

Education

Academic background, certifications, and technical foundations in finance and analytics.

2019 – 2022
University of Edinburgh

Finance & Management

First Class Honours

Built a strong foundation in finance, analytics, modelling, and strategic decision-making, with a dissertation focused on data-driven demand forecasting in retail supply chains.

Key Focus

Corporate Finance Financial Modelling Business Analytics Data Science for Business Quantitative Methods Strategic Management
Dissertation Data-driven demand forecasting in retail supply chains, achieving 94% predictive accuracy using regression-based seasonal decomposition across a live retail dataset.

Certifications

Additional learning across analytics, finance, and business intelligence.

Microsoft Power BI Data Analyst PL-300 · Issued 2024
CFA Level I CFA Institute · Currently studying · Expected Dec 2026
Google Data Analytics Certificate Coursera · Issued 2023

Career

Experience

Three years across SaaS, professional services, and consulting, focused on reporting, analytics, and commercial insight.

2024 – Present Current role

Finance Analyst

NovaTech Solutions

Lead monthly reporting and performance analysis for a SaaS business with 120+ employees.

  • Delivered Power BI dashboards now central to every weekly leadership review, replacing a manual process that previously took half a day to prepare.
  • Led variance analysis and scenario modelling that directly supported three new product line launches and one major pricing decision.
  • Automated the monthly finance reporting cycle, saving the team over 150 hours per year and eliminating recurring formatting errors.
12× faster reporting: from 3 hours to 15 minutes per week
Power BI Financial modelling Management reporting Budgeting SQL

Recommendations

Alex transformed our monthly reporting. What used to take the team half a day now runs in minutes, and the dashboards he built have become central to leadership reviews.

SC
Sarah Chen CFO · NovaTech Solutions

The KPI reporting Alex set up gave us visibility we never had before. He understands what the business actually needs from the data, not just what looks good in a chart.

TW
Tom Whitfield Head of Product · NovaTech Solutions

Reliable, precise, and proactive. Alex's variance analysis during our product expansion saved us from several costly planning decisions.

LP
Lisa Park Finance Director · NovaTech Solutions
2023 – 2024

Data & Reporting Intern

BrightLedger Finance

Supported finance and analytics teams with reporting, data preparation, and automation.

  • Owned month-end reporting packs and variance analysis for a portfolio of finance clients, consistently hitting deadlines in a high-volume environment.
  • Automated recurring Excel workflows using VBA and Power Query, cutting 4+ hours of weekly manual admin and removing a persistent source of formatting errors.
  • Co-built a Python forecasting pilot for retail clients that improved demand planning accuracy and reduced reliance on manual estimates.
4 hrs saved every week through Excel and VBA automation
Excel & VBA Python Variance analysis Client reporting

Recommendations

Alex picked things up quickly and delivered real value. The automation work he did on our Excel reporting saved the team hours every single month.

JR
James Reid Head of Finance · BrightLedger

Alex was thorough and detail-oriented from day one. He made our month-end process significantly smoother and flagged issues before they turned into problems.

RM
Rachel Moss Senior Analyst · BrightLedger
2022 – 2023

Business Analytics Consultant

University of Edinburgh · Retail Consulting Project

Led a consulting-style analytics engagement for a local retail group as part of the university's business analytics programme.

  • Delivered sales data analysis across six product categories for a £5M retail group, identifying trends that had not previously been tracked.
  • Identified critical reporting gaps and presented findings directly to the client's board. All recommendations were adopted within the quarter.
  • Redesigned the client's end-to-end reporting process within three months, from raw data collection through to board-ready output.
100% of recommendations adopted by the client board within the quarter
Data analysis Stakeholder presentation Process improvement Excel

Recommendations

A genuinely sharp analyst. Alex spotted reporting gaps we'd missed for years, and his presentation to the board was clear, confident, and well-received.

MH
Mark Harrison Retail Director · Project Client

Alex demonstrated a rare combination of analytical rigour and commercial awareness. His consulting work was among the strongest of any student group I have supervised.

DL
Prof. Diane Lewis Programme Director · University of Edinburgh

Capabilities

Skills

The tools and capabilities I use every day to build dashboards, models, and analysis that actually gets used.

Dashboards & BI

Creating clear, live dashboards that help finance and business teams monitor performance, spot trends, and act faster on what matters. Covers everything from connecting data sources to delivering polished executive views.

Advanced
Primary strength
Power BI Tableau Looker DAX Data visualisation
3+ years building dashboards For finance and SaaS teams, replacing weekly manual reports with live views

Financial Analysis

Building models, tracking performance, and explaining what the numbers mean for the business.

Financial modelling Budgeting Forecasting Variance analysis KPI reporting
Advanced

Data & Coding

Cleaning, analysing, and structuring data to support better reporting and automation.

Python SQL pandas VBA
Intermediate

Communication & Insight

Turning analysis into clear stories, reports, and recommendations for stakeholders at every level.

Data storytelling Board presentations Commercial insight Stakeholder reporting Executive summaries
Strong
Main tools Excel Power BI SQL Python Tableau VBA
Currently developing dbt Looker Studio Python financial modelling

Selected Work

Projects

A selection of finance and analytics work, from live dashboards and automated reporting to forecasting models and portfolio analysis.

Business Intelligence

Revenue Analytics Dashboard

Built a real-time Power BI dashboard for a SaaS business tracking MRR, churn, ARR growth, and regional performance across 12+ stakeholder teams. Replaced a fragile weekly Excel pack that was manually assembled and shared by email.

Reduced weekly reporting time from 3 hours to 15 minutes. One dashboard replaced all manual packs.
Power BI SQL DAX Azure

Key Outcomes

12× faster weekly reporting cycle
12+ stakeholder teams using the dashboard
1 dashboard replaced all manual packs
SaaS Finance Real-time

Automation

Automated Budget Tracker

The challengeFinance team spending 4 hours every week rebuilding the same report from raw ERP exports, by hand.

Excel and VBA tool that imports actuals from an ERP, calculates variances against forecast, and outputs a formatted management report ready to distribute.

Cut 4 hours of manual work each week and eliminated recurring formatting errors.
Excel VBA Power Query

Forecasting

Retail Sales Forecasting Model

The challengeBuying team making stock decisions across 200+ SKUs based on gut instinct, with no data-driven forecasting in place.

Python model using historical sales data and seasonal patterns to forecast demand across 200+ SKUs for a retail buying team's monthly stock planning.

Improved forecast accuracy by 18%, reducing overstock and missed demand.
Python pandas statsmodels

Financial Modelling

Investment Portfolio Model

The challengeClient managing a 12-asset private portfolio with no single view of performance, risk, or allocation drift.

Dynamic Excel model for a 12-asset private portfolio with return attribution, drawdown tracking, and automated rebalancing alerts on allocation drift.

Consolidated 12 assets into one model, surfacing over £40k in unnoticed allocation drift within the first month of use.
Excel VBA Bloomberg API

Get in Touch

Contact

Open to finance and analytics roles in London, as well as relevant project opportunities. If you're hiring, recruiting, or would like to discuss a role, I'd be glad to hear from you.

The best way to reach me is by email or LinkedIn. I usually reply within 24 hours.

Direct message via email or LinkedIn
Usually replies within 24 hours on weekdays
Open to roles, freelance work, and relevant projects
Download CV
Email alex.morgan@email.com
LinkedIn linkedin.com/in/alexmorgan
Location London, United Kingdom
Currently open to
Finance analyst roles Data & BI analyst roles Commercial analytics Freelance projects