Finance, business intelligence, research, and strategy work beyond the three featured homepage cases.
Browse projects by specialty
Browse the deeper business intelligence, finance, strategy, and research work. Each card opens its method and supporting evidence.
Four selected projects. Open a card for the full method and evidence.
$9.1B2025 free cash flow
Independent public-company case · Pfizer Inc.
Executive Performance Intelligence Dashboard
A decision-intelligence dashboard translating publicly reported Pfizer FY2024–FY2025 financial statements into governed KPIs, cash-flow signals, ratio analysis, and executive actions.
Excel and Power BI-ready dashboard architecture
Formula-linked financial model and ETL-ready tables
Executive KPI governance, risk framing, and sensitivity analysis
Independent portfolio analysis · Public filings · Not commissioned or endorsed by Pfizer
Business Intelligence & Analysis · Excel
Business & Data Analysis
An end-to-end Excel analysis of 263 observations, connecting a governed codebook and prepared data to descriptive statistics, pivot analysis, and a 27-variable correlation model.
Correlation analysis and executive visual interpretation
Descriptive statistics, pivot tables, and segmented comparisons
Traceable raw data, iteration data, and variable definitions
4validated models
Business Intelligence & Analysis · Excel
Regression Analysis with Excel
A four-model regression analysis examining how broad-market and technology-sector prices and returns relate to Amazon across more than 1,550 observations.
Interactive regression plots and fitted-value inspection
Read-only Excel evidence with transparent calculations
Executive interpretation of R², coefficients, significance, and risk
Four regressions cover price levels and daily returns separately. Price-level R² can reflect common trends; predictive performance is not established by these fits.
1.35%Lowest workbook MAPE
Business Intelligence & Analysis · Forecasting
Time Series Forecasting & Decision Intelligence
A formula-transparent forecasting case comparing 10-, 50-, and 200-day moving averages with exponential smoothing across 1,554 price observations.
Selectable Excel calculations with formula inspection
Four actual-versus-forecast visual comparisons
Executive interpretation of MAD, MSE, MAPE, and decision risk
Accuracy basis: within-workbook comparison on the supplied historical price series. A separate out-of-sample holdout is not documented; these error measures are not verified out-of-sample accuracy.
FP&A Portfolio
Independent public-company case · Pfizer Inc.
Cash Flow Performance Analysis
A formula-linked FP&A review of Pfizer’s publicly reported 2025 operating, investing, and financing cash flows—connecting cash conversion, dividend capacity, liquidity, and management actions.
$11.704B operating cash flow
$9.075B free cash flow
1.20× operating cash flow dividend coverage
Independent portfolio analysis · Public filings · Not commissioned or endorsed by Pfizer
FP&A Portfolio
Independent public-company case · Pfizer Inc.
Integrated Financial Analysis Workbook
A view-only FP&A exhibit using Pfizer’s public financial statements to connect reported inputs, ratio interpretation, cash-flow and depreciation analysis, capability integration, and documented sources.
Financial statement comparison
Liquidity, profitability, solvency, and efficiency ratios
Cash-flow, depreciation, and managerial metrics
Independent portfolio analysis · Public filings · Not commissioned or endorsed by Pfizer
Valuation Modeling & Analysis – The Hershey Company
A formula-transparent intrinsic valuation translating a business narrative into revenue growth, operating margins, reinvestment, risk, cost of capital, terminal value, and equity value.
Damodaran story-to-numbers and FCFF framework
Cost of capital, synthetic rating, and failure-risk analysis
17 read-only worksheets with 1,241 inspectable formulas
FP&A Portfolio
Independent public-company case · Pfizer Inc.
Financial Strategy & Market Expansion
A 10-slide executive project using Pfizer’s public disclosures to combine multi-year ratio analysis, cash-flow quality, forecast assumptions, capital-allocation priorities, and a focused India growth thesis.
2022–2025 financial trend analysis
2026–2028 portfolio estimate · base-case outlook
Modeled potential · India specialty-care expansion
Independent portfolio analysis · Public filings · Not commissioned or endorsed by Pfizer
Market Entry · Omnichannel · Brazil
Nike Brazil Market Entry Strategy
An evidence-led international growth strategy recommending a joint venture-led omnichannel entry that balances brand control, local execution, capital discipline, and regulatory risk.
Brazil market attractiveness and entry-mode decision
Four-phase launch and 12–18 month test-and-scale plan
Financial, operational, legal, IP, and data-risk controls
Open publication · 2026
Forecasting · Applied AI · Validation
When Does Artificial Intelligence Improve ARIMA Forecasts?
A validated hybrid residual-learning framework examining when AI adds measurable forecasting value beyond a transparent ARIMA baseline.
Mbarga, M. N. S. (2026). When Does Artificial Intelligence Improve ARIMA Forecasts? A Validated Hybrid Residual-Learning Framework for Business and Financial Time Series.
Open working paper · 2026
Agentic AI · LLMs · Portfolio Risk
Agentic AI, LLM Methodologies, and Workflow-Level ROI in Portfolio Risk Analysis
An evidence-constrained study of how agentic AI and large-language-model workflows can be evaluated through measurable decision quality, risk controls, and operational return.
Mbarga, M. (2026). Agentic AI, Large Language Model Methodologies, and Workflow-Level ROI in Portfolio Risk Analysis at Navy Federal Credit Union. SSRN Electronic Journal.
Research case based on the paper’s disclosed methodology. The title identifies Navy Federal Credit Union as the study setting; this is an independent research publication, not a Navy Federal employment role, consulting engagement, commissioned project, organizational endorsement, or evidence of access to confidential client records.
FP&A Portfolio
FP&A · Common-Size · Ratios
Procter & Gamble vs. Kimberly-Clark — Comparative Financial Model
A standardized comparison of Procter & Gamble and Kimberly-Clark translating income statements, balance sheets, and ratios into decision-ready financial-health signals.
Margin and expense architecture
Liquidity, leverage, ROA, and ROE formulas
Capital-structure and sustainability interpretation
A multi-period analysis separating durable operating performance from volatility and non-recurring gains across two global consumer-products companies.
Revenue, operating income, earnings, and cash-flow trends
Growth, margin, and earnings-quality diagnostics
Strategic outlook and capital-allocation implications
FP&A Portfolio
FP&A · Executive Brief · Decision Support
Procter & Gamble vs. Kimberly-Clark — Comparative Performance Executive Brief
A senior-management presentation connecting profitability, capital structure, liquidity, and operating efficiency to long-term investment and partnership decisions.
Executive KPI scorecard and visual benchmarking
Risk-adjusted comparative recommendation
Calculation transparency and management narrative
Operating Model
Analytics Transformation Roadmap
A governance-led roadmap connecting data pipelines, dashboards, roles, controls, and feedback loops to measurable business outcomes.
Enterprise data and KPI operating model
Governance, decision rights, and control architecture
Phased implementation and value-realization roadmap
Applied AI · Governance · Value Realization
AI-Enabled Enterprise Strategy
An executive framework for selecting, governing, and scaling AI initiatives that improve decisions without compromising trust, compliance, or operational resilience.
AI opportunity portfolio and prioritization gates
Responsible-AI governance and human oversight
Value measurement, adoption, and operating controls
How project evidence is labeled
Project narratives follow the STAR method: situation and task, action, supporting evidence, and result. Company-based analyses use public information and are independent educational or professional portfolio work unless explicitly stated otherwise. They are not endorsed by the named companies and are not investment advice. Repository-linked work preserves source attribution and applicable licensing.
Risk intelligence
Translate exposure into decision-ready priorities.
A structured view of financial, market, execution, and governance risk—designed to connect signals, scenarios, and management controls.
Patent & portfolio92
Execution74
Policy & pricing68
Liquidity28
Executive interpretation
Concentrate oversight where timing and strategic optionality intersect.
Portfolio transition and execution discipline carry the greatest decision weight. Liquidity remains a monitoring factor rather than the primary constraint, allowing management attention to stay focused on innovation, integration, and market access.
DownsideProtect
Stress revenue, margin, and capital-allocation assumptions; preserve liquidity triggers and decision gates.
Base caseExecute
Track leading indicators, integration milestones, and forecast variance against a governed operating plan.
UpsideAccelerate
Prioritize scalable growth options while maintaining evidence thresholds and risk-adjusted return discipline.
Executive interpretation
Scenario planning turns uncertainty into pre-agreed action.
Each case links observable signals to capital, operating, and governance responses—reducing reaction time when conditions change.
01
Signal governance
Define owners, thresholds, data lineage, and escalation rules.
02
Decision gates
Connect scenario triggers to funding and execution choices.
03
Assurance loop
Review forecast error, control performance, and residual exposure.
Executive interpretation
Controls should improve judgment—not simply add process.
A concise governance loop makes accountability visible and ensures that risk information reaches the decision owner at the right time.
Portfolio assessment index (0–100), developed for executive communication from the case evidence; higher scores indicate greater management attention, not probability of occurrence.
Corporate strategy
Align market choices, capabilities, and measurable execution.
A board-ready strategy view connecting competitive position, operating-model readiness, and disciplined growth choices.
79Strategic readiness
Portfolio strength
Market access
Operating alignment
Data governance
Executive interpretation
Strong information discipline can convert portfolio quality into execution advantage.
The strategic opportunity is not only choosing attractive markets; it is coordinating evidence, access, operating capacity, and capital behind a small number of defensible priorities.
SenseMarket + performance signalsDecidePortfolio and capital forumsExecuteAccountable workstreamsLearnFeedback and reallocation
Executive interpretation
The operating model is the bridge between strategy and realized value.
Clear decision rights, shared KPIs, and a closed feedback loop keep enterprise priorities synchronized across finance, operations, analytics, and market teams.
Growth quality matters more than initiative volume.
Prioritization combines strategic fit, evidence strength, execution readiness, and risk-adjusted value so resources move toward the most credible opportunities.
Normalized portfolio assessment (0–100) for executive storytelling; values synthesize case evidence and are not presented as audited company guidance.
Compare dashboard presentationsPower BI and Tableau analytical practices · read only
Interactive dashboard portfolio
Explore the dashboard evidence.
Hover or focus a value for context. Open the full case for formulas and source details.
Power BI portfolio view
Interactive web presentation · Executive financial performance
Interactive · Read only
Business questionHow strong is cash generation—and where is the constraint?EvidencePublic FY2024–FY2025 filings with traceable calculationsDecision signalStrong cash quality; limited dividend and liquidity cushion
Cash conversion
From operating cash flow to free cash flow
USD billions
Operating cash Capital spending Free cash
Decision ratios
Resilience and constraint signals
FY2025
Blue: coverage · Gold: monitor · Coral: liquidity constraint. Read the printed ratios; bar lengths are visual cues.
Power BI · Companion chart
Cash performance, year over year
Comparable cash and earnings measures from the Pfizer financial model. Horizontal scale: USD billions.
FY2024 FY2025
051015B
Operating cash flow
Cash dividends paid
Net income
Operating cash flow fell while dividends rose. The direction of both measures makes dividend headroom a useful management question.
Hover or focus any metricExact values and business meaning will appear here.
Tableau portfolio view
Interactive web presentation · Exploratory business analysis
Interactive · Read only
Dataset: The 263 records are survey observations in the supplied business-analysis workbook, covering company capabilities and online distribution. They are not transaction records. Correlations describe associations, not causal effects.
Survey code translations:
TPMP3: Sales growth through third-party digital marketplaces; TPMP2: Perceived future promise of those marketplaces.
COM3: Team members’ personal adoption of online distribution services and products; COM2: E-commerce skills as a recruitment criterion.
INT3: Foreign-market knowledge gained through online distribution; INT1: Sales expansion in existing international markets through online distribution.
Business questionWhich relationships warrant deeper management investigation?Evidence263 observations · 30 source fields · governed codebookDecision signalStrongest relationships cluster within related capabilities
Relationship map
Selected Pearson correlations
−1.00 to +1.00
Weaker positive Stronger positive
TPMP2COM2INT1TPMP3COM3INT3
Ranked signals
Relationships to examine first
|r|
Use correlations to prioritize questions—not to claim causality. Definitions, segmentation, and domain context remain part of the decision.
Tableau · Companion chart
Strongest observed relationships
Selected Pearson coefficients from the supplied business analysis workbook.
Association · not causation
Correlation coefficient (r)Farther right = stronger positive association
00.250.500.751.00
TPMP3 × TPMP2
COM3 × COM2
INT3 × INT1
Start with these pairs, then test definitions, segments, and business relevance before drawing conclusions.
Hover or focus any metricExact values and business meaning will appear here.
Inspect the underlying work. The interactive Power BI and Tableau views here are read-only browser portfolio presentations. The public data, calculations, source-to-target mapping, metric definitions, and runnable SQL model are available below. The Pfizer model uses selected public filing figures in a small SQLite demonstration; its operating cash flow, capital expenditure, free cash flow, and dividend coverage measures support a capital-allocation discussion. It is not an automated enterprise ETL pipeline, vendor star-schema file, or evidence that executives implemented an investment decision. A published vendor report or verified native .pbix/.twb file is not currently available.
Inspect the data model and systems integration specificationSource-to-target mapping → SQL views → acceptance checks · public-data case
This runnable model shows the grain, source basis, SQL transformations, acceptance checks, and decision measures behind the public-company case. It is a portfolio demonstration, not a production deployment or employer system.
SourceSelected FY2024–FY2025 figures with units and source basis; missing values stay missing.
ModelSQLite metric table and documented SQL views for cash conversion and dividend coverage.
ValidateCheck unique metric-year records, source basis, missing values, and the FY2025 cash bridge: 11,704 − 2,629 = 9,075 (USD millions).
View source-to-target mapping and acceptance results
Source
Target
Rule and observed result
Metric and fiscal-year columns
Metric-year records
Six approved metrics expand to 12 unique records · Passed
Empty FY2024 CapEx cell
SQL NULL
Missing remains missing, not zero · Passed
FY2025 OCF and CapEx
Free cash flow view
11,704 − 2,629 = 9,075 USD millions · Passed
FY2025 OCF and dividends
Decision measures
Coverage 1.20×; FCF less dividends −696 · Passed
These are observed checks on a local public-data model. They do not represent an employer interface or production deployment.
Pfizer portfolio model · technical validation recordFour checks passed · inspect the handoff ↗
Independent public-data case
Cash-flow model publication gate
PORTFOLIO CHECKS PASSED
A real local execution of the downloadable SQLite model passed its documented checks. This validation applies to the portfolio extract and calculations only; no external organization approved or adopted it.
Source lineage · passed12 metric-year records
Six named metrics across FY2024 and FY2025, one row per metric-year with nonempty source basis. The missing FY2024 capital-expenditure value remains NULL.
Calculation control · passed11,704 − 2,629 = 9,075
FY2025 operating cash flow less capital expenditure agrees with the supplied free-cash-flow model value, in USD millions.
Decision measures · passed1.20× coverage · −696 gap
Operating cash flow divided by 9,771 in dividends rounds to 1.20; free cash flow less dividends equals −696, in USD millions.
Reproducible handoff · passedRun, inspect, repeat
Re-run the Python loader against the CSV and SQL files. The script stops if the metric set, cash bridge, dividend calculations, or missing-value control changes.
Disposition: validated for portfolio publication. This is a technical check, not a Pfizer, Dominion Systems Inc., client, or vendor sign-off, production deployment, or investment approval.