Carter Shannon
Portfolio/Analytics & Financial Modeling
Work area 03

Analytics & Financial Modeling

Decision-grade numbers: analysis built clearly enough to support leadership, board, lender, or operating conversations.

Focus area 1 of 4

Executive dashboards

Tableau and Power BI reporting that answers the questions leadership actually asks. A dashboard earns its place by changing a decision; anything that just decorates a wall gets cut.

What I built

  • Dashboards built around the decisions they inform
  • Data definitions everyone agrees on, written down
  • Refresh and ownership documented, so it keeps working after handoff

How I approach it

  1. Start from the questions leadership asks every week
  2. Get the underlying data trustworthy before making it pretty
  3. Ship, train, and hand over ownership
Focus area 2 of 4

Data pipelines

SQL and Snowflake work that makes the data usable in the first place. Most reporting problems are data problems wearing a disguise: numbers that disagree, definitions that drift, manual pulls that eat a day a week. The pipeline work fixes the disguise problem at the source.

What I built

  • Reliable pipelines replacing manual pulls and exports
  • One agreed source of truth for the numbers that matter
  • Documentation of what feeds what, so nothing is tribal knowledge

How I approach it

  1. Trace where the numbers come from and where they disagree
  2. Build the pipeline and reconcile until the numbers hold
  3. Automate the refresh and document the flow
Focus area 3 of 4

Financial models

P&L analysis and models built to be acted on, not admired. Assumptions are explicit, scenarios are built in, and the model answers the question it was commissioned for: what happens to the business if this decision goes through.

What I built

  • A working model with assumptions visible and changeable
  • Scenarios for the decision on the table, not just a base case
  • A walkthrough so the model can be used without me in the room

How I approach it

  1. Agree the decision the model must inform
  2. Build with actuals, then pressure-test the assumptions
  3. Deliver the model and the walkthrough
Focus area 4 of 4

Risk assessment

A clear read on the risk inside a decision being considered: a contract, an expansion, a big purchase, a new line of business. Grounded in financial risk work delivered across commercial, federal, and state contexts.

What I built

  • The risks named, sized, and ranked, not just listed
  • The mitigations that actually change the odds
  • A recommendation that can stand up in a board, lender, or leadership conversation

How I approach it

  1. Frame the decision and what a bad outcome costs
  2. Size the risks with data where it exists and judgment where it does not
  3. Deliver the assessment and the recommendation
Where this appears in my work These pages document the methods, systems, and examples behind my portfolio.
View experience
← All work areas Next: Strategy & Go-to-Market →