Tracy K.

Finance and Operations @Perlego

London, GB

Optimised financial analysis and reporting by migrating three B2B models (B2B Funnel, Pipeline, Profitability) from Google sheets to Causal. Developed interactive dashboards using Power BI and Causal, enhancing visibility of financial metrics and improving decision-making efficiency by 15%2. Performed cost analysis on 100+ hardware rentals, collaborating with the People and Operations teams to streamline laptop expenses. Identified 10% cost-saving opportunities, utilizing Excel (pivot tables) and Causal for enhanced financial insights and budgeting3.Ensured VAT compliance for eBook sales across 100+ countries (20••••24), using advanced Excel tools and data validation to ensure accurate tax reporting and compliance with global digital tax regulations4.Verified bank details for 175 publishers, cross-referencing invoices and bank confirmation letters via Xero. Maintained financial compliance and updated tracking in Google Sheets for audit purposes, ensuring accurate and efficient payment processes

King's College London

MSc, Finance analytics

University of Dundee

Master of Arts - MA (Hons), Financial economics