ANALYTICS & REPORTING
Modern Analytics & Reporting for Real-Time, Executive-Grade Financial Insights
ValDatum delivers an enterprise-level analytics framework designed to give CFOs, executives, and department heads a single source of truth for financial performance. We combine data engineering, BI dashboards, and reporting automation to transform raw financial data into actionable insights — without manual spreadsheets, delays, or data inconsistencies.
From ETL pipelines to dashboards and executive reporting — everything delivered as a managed service.
In this service
- Financial reporting automation
- Power BI dashboards for CFOs & executives
- Data pipelines & modeling (Spark, SQL)
- KPI frameworks & forecasting insights
- Department-level operational dashboards
Why modern Analytics & Reporting matters
Most companies struggle with slow, manual, inaccurate reporting. Finance teams often rely heavily on Excel, manual data pulls, inconsistent accounting systems, and fragmented source data. As organizations scale, this leads to:
- Delayed month-end reporting cycles
- Errors in financial statements & reconciliations
- No real-time visibility into KPIs
- Leadership decisions based on outdated information
- Inconsistent metrics across departments
- Difficulty meeting board/investor reporting expectations
ValDatum solves these challenges by building a centralized analytics ecosystem — from data integration and ETL pipelines to advanced dashboards, FP&A workflows, and executive-ready reporting.
Key outcomes
- Consistent, accurate reporting
- Automated refreshed dashboards
- Executive-grade KPI visibility
- Faster time-to-insight
- Better forecasting accuracy
- A single source of truth across finance & operations
Core Analytics & Reporting Services
These services form the backbone of ValDatum’s analytics and reporting offering across finance, FP&A, and operations.
1. CFO & Controllership Reporting
Executive-grade dashboards and reporting packs tailored for CFOs, enabling clearer decisions around profitability, budget adherence, liquidity, revenue drivers, and financial controls.
- Board & investor reporting packs
- Leadership KPI dashboards
- Monthly performance summaries
- Variance analysis & insights
2. Financial Accounting & Reporting
Systematic, structured financial reporting including balance sheet schedules, P&L analytics, reconciliations, and management reports aligned with GAAP requirements.
- Financial statements automation
- Reconciled reporting data foundation
- Standardized month-end close outputs
3. Budgeting, Forecasting & Cash Flow
FP&A workflows including driver-based budgeting, rolling forecasts, cash flow models, scenario planning, and financial modeling.
- Driver-based budget frameworks
- Rolling forecasts
- Cash runway visibility
- Scenario modeling for CFOs
The ValDatum Analytics Maturity Model
We help organizations progress from manual reporting to fully automated analytics ecosystems with predictive insights.
Level 1 — Manual
Spreadsheets, manual exports, inconsistent KPIs.
Level 2 — Standardized
Unified reporting templates, reconciled data sources.
Level 3 — Automated
ETL pipelines, automated dashboards, scheduled refresh.
Level 4 — Predictive
Machine learning forecasting, anomaly detection, predictive cashflow.
Business Intelligence & Dashboards
CFO- and CEO-ready dashboards delivering real-time visibility into company performance, revenue, margins, cashflow, and operational KPIs.
Executive Dashboards
Company-wide KPIs including revenue, gross margin, EBITDA, and burn rate.
Department-Level Dashboards
Spend analysis, department budgets, utilization, team KPIs.
Financial Modeling Dashboards
Forecasting, scenario planning, revenue modeling, cash runway insights.
Data Engineering & ETL Pipelines
Our analytics function is powered by production-grade data pipelines designed to handle financial data with accuracy and reliability.
Spark-based ETL
High-performance pipelines transforming AP/AR, GL, payroll, CRM, and operational data.
Airflow Orchestration
Scheduled workflows with alerts, success logs, retries, lineage & monitoring.
Delta Lake Storage
Secure, versioned, ACID-compliant storage for financial datasets.
Case Studies
VC-Backed SaaS Company — Centralized reporting in 6 weeks
Problem: The company relied on 14+ spreadsheets and manual data pulls. Solution: ValDatum built Airflow pipelines, unified 6 source systems, and delivered Power BI dashboards.
- Month-end reporting automated
- Revenue & margin dashboards refreshed daily
- Zero manual Excel consolidation
PE Portfolio — Leadership reporting upgrade
Problem: Data inconsistency & slow close cycles. Solution: Reconciled data model + automated reporting & KPI dashboards.
- Close cycle reduced from 10 days to 3
- Consistent KPI definitions across departments
Deliverables — What you get
Executive KPI Dashboard
Revenue, margin, burn, cashflow, runway, CAC, LTV.
Department Performance Dashboards
Marketing, sales, ops, finance — all connected.
Automated ETL Pipelines
Data extraction, transformation, validation & refresh.
Management Reporting Pack
Board decks, variance analysis, commentary.
Forecasting Models
Driver-based forecasting + scenario modeling.
FAQ
Yes — dashboards can auto-refresh daily, hourly, or near real-time depending on source systems.
Yes — we integrate ERPs with CRM, HRIS, billing tools and data lakes using ETL pipelines.
All dashboards are customized for your KPIs, departments, and leadership needs.
Ready to modernize your analytics and reporting?
Get a free consultation with our analytics & finance leaders to assess your reporting maturity and build a tailored roadmap.
Email Us