Year-end FP&A capstone — board KPI panel

The board deck is due Friday

A company ledger star schema with 5 tables, 5,500+ rows, and planted reconciliation issues. Duplicate vendors that inflate spend rankings, un-posted journal entries hiding from totals, inconsistent account-type casing that splits your GROUP BYs, refund leakage, and duplicate payments that quietly skew vendor risk.

The SQL-first finance role at tech, fintechs, and modern CPG: variance bridges, gross-margin decomposition, running cash burn, YoY revenue growth, and board-ready P&L rollups against a realistic ledger with planted reconciliation issues. Also a strong foundation for traditional FP&A — the SQL patterns are identical, but entering corporate FP&A usually wants CPA or CFA alongside. caseSQL targets the technical variant first.

Answer questions from the CFO, FP&A Manager, Treasury Analyst, Controller, and Senior Auditor — MBR variance packs, budget attainment, revenue seasonality, cash burn, and vendor concentration.

Finance Deliverable Scenarios

Duplicate vendors, un-posted journal entries, inconsistent account-type casing, refund leakage, and duplicate payments — the reconciliation traps that quietly wreck a variance narrative.

Messy Ledger Data

A vs B vs F vs PY variance, gross margin decomposition, running cash burn, YoY revenue growth, percentile ranking, cohort onboarding, and late-posting analysis.

Finance Analyst SQL Skills

Every mission maps to a real Finance Data Analyst task — MBR packs, QBR decks, CFO-ready variance bridges, and the SQL Stripe / Meta / Google finance teams actually screen for.

Portfolio-Ready Skills

The CFO wants the board deck.

Peek at the chart of accounts

Cost-center ownership map

Account-type inventory

2025 SaaS spend total

March 2025 expense rollup

Vendor duplicates audit

Top 10 vendors — YTD spend

Un-posted journal audit

Departmental spend by month

Quarterly gross-margin rollup

March budget-variance check

Overspend flags — actuals vs budget

Revenue seasonality by month

Refund leakage — net revenue impact

Running cash burn

Duplicate payment sweep

Revenue concentration — customer Pareto

YoY revenue growth by month

Cost center rank by 2025 OpEx

Budget-attainment heat map

Late-posting lag audit

Vendor spend — new vs. recurring

Vendor onboarding cohorts

Cost-center percentile ranking

Board-ready P&L capstone

Variance bridge with allocation overlay

Cash burn waterfall — monthly net + cumulative runway

Vendor concentration drift YoY

Late-posting impact on monthly totals

account_id

account_code

account_name

account_type

is_active

dim_accounts

cost_center_id

cost_center_code

cost_center_name

department

owner_email

dim_cost_centers

vendor_id

vendor_name

country

onboarded_date

dim_vendors

txn_id

txn_date

amount

currency

description

posted

posted_date

fact_transactions

budget_id

year

month

budget_amount

fact_budgets

Year-end FP&A capstone — board KPI panel

The Brief

You'll practice