Matthew BangleBI & FINANCE TRANSFORMATION

SELECTED WORK

Lead the process.
Deliver the improvement.

Three cases show how I connect business priorities, data and people. Each explains what I owned, what changed and what supports the result.

01 / PLANNING & TRANSFORMATION

Regional Planning & Forecast Transformation

Led regional planning across country teams, finance and IT—setting priorities, directing contributors and translating business needs into better forecasting tools.

Operating process

Owned the cycle and improvement priorities; coordinated the move from local files toward shared system inputs.

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THE PLANNING CYCLE

One process.
Clear direction.

  1. 01Set the prioritiesTimetable · requirements
  2. 02Coordinate deliveryCountry teams · finance · IT
  3. 03Prepare management reviewValidated inputs · shared meaning

Process ownership across people and systems

02 / DATA GOVERNANCE

Customer Governance for Sales Performance

Established customer relationships and clear sales attribution, replacing repeated local cleanup with maintained rules and supporting actuals-versus-target reporting.

Working pilot

Canada’s actuals-versus-target views were in use, checked against source data and explained to users.

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THE REPORTING FOUNDATION

Clear attribution.
A usable group view.

Hospital group No direct sales · group contracts
Hospital ADivision A → Rep 01
Hospital BDivision A → Rep 02

Compare actual sales with rep & team targets

Fictional relationships · see the cleanup animation

03 / REPORTING AUTOMATION

Designing Scalable Management Reporting

Initiated the research, built Qlik prototypes and evaluated how one maintained reporting base could generate country and functional packs on demand or on schedule.

Working prototypes

Built report variants and presentation prototypes; identified the ownership and access needed to scale.

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THE REPORTING SERVICE

Maintain once.
Tailor every report.

Fictional management report combining market share and pricing.
Country salesRegional finance

Fictional sample pack · wider distribution proposed

Explore the technical depth

Focused examples behind the wider transformation work.

FINANCIAL ANALYSIS

Profitability Driver Analysis

What contributed to the margin change—and where should management investigate?

DATA INTEGRATION

Forecast-to-Qlik Pipeline

Bringing multiple sources and management requirements into one reporting flow.

SUPPORTING WORK

SAP Report Bridge

Make the automation usable beyond its author.

GOVERNANCE BRIEF

Payment-Term Reference Data

A focused example of change-impact assessment and reference-data governance.