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Financial modeling & analytics case studiesProblem → method → “so what?”

Each project is written the way a CFO reads: the business issue, how I analysed it, and the decision it supports.

Financial ModelingEquity research · NGX: DANGCEM

Dangote Cement PLC — Equity Research Model

Problem

What is Dangote Cement worth, and does its ₦493 share price (31 Dec 2024) offer upside?

Methodology & tools

Three-statement forecast for 2025–2029 driving a DCF at a 24.2% WACC, after auditing and correcting the model's formula errors.

  • Excel
  • 3-Statement Model
  • DCF
  • CAPM / WACC
  • Sensitivity
  • Model Audit

The “so what?”

Reported earnings are strong, but the corrected DCF values DANGCEM at ₦141 against ₦493 — a Sell call, 71% below the market price.

PDF Project files
Financial ModelingAdvertising & SEO agency · FY2026

99 Agency — Integrated Budgeting Model

Problem

Build a linked FY2026 budget from business drivers for an agency that earned $101.7M revenue and $16.4M net income in FY2025.

Methodology & tools

Revenue built bottom-up by client and top-down by market, then averaged; driver-based costs, working capital and debt; three statements linked with a quarterly balance check.

  • Excel
  • Master Budget
  • Driver-Based Costs
  • Working Capital
  • Debt Schedule

The “so what?”

The budget balances and links cleanly, but its profit uplift rests on one assumption: 23% growth in ad revenue.

PDF Project files
Data & AnalyticsTableau · 2014–2019 order data

Sales & Performance Dashboard

Problem

Across 15,892 order lines, 793 customers and 49 states: where are sales earned, where is profit lost, and what should Q1 2020 look like?

Methodology & tools

Star-schema data model, KPI calculations and two interactive Tableau dashboards with filters, a Top-N parameter and click-through actions, plus a backtested Holt-Winters forecast.

  • Tableau
  • Calculated Fields
  • Parameters
  • Data Modeling
  • Holt-Winters

The “so what?”

Sales grew 11% a year, but profit depends more on discounting and mix than on volume. Fixing both is the clearest route to higher margin.

PDF Project files
Data & AnalyticsActual vs budget · Jan–Jun 2026

Business Performance Analysis & Forecasting

Problem

Monthly revenue grew from £60k to £87.5k — but was that growth delivering the profit management had budgeted?

Methodology & tools

Margin, budget-variance and cost-ratio analysis on six months of actuals, a management dashboard with written findings, and a driver-based July–September forecast.

  • Excel
  • Variance Analysis
  • Dashboards
  • Driver-Based Forecast

The “so what?”

Revenue growth alone did not deliver the planned profit. Rising marketing cost, not gross margin, drove the gap.

PDF Project files
Accounting & AuditBank statement analysis · FY2025

Freshmart Supermarket — Cash Flow Analysis

Problem

From a full year of bank transactions: where did a supermarket's cash come from, where did it go, and what should it expect in Q1 2026?

Methodology & tools

Reconciled the running balance on all 161 transactions, tagged 8 inflow and 14 outflow categories, and built a SUMIFS monthly analysis tied back to statement totals.

  • Excel
  • SUMIFS
  • Reconciliation
  • Cash Forecasting
  • Data Quality

The “so what?”

Freshmart turned 61% of receipts into cash, but ₦66.0m sits above a sensible buffer and ₦3.0m of rent needs checking.

PDF Project files