I help teams and organizations ensure Power BI reporting is accurate, reliable, and trusted at an executive level.
When reporting systems become slow, inconsistent, or untrusted, decisions stall and leadership loses confidence. I help fix the root causes so executives can act with clarity and trust.
Clients Bring Me In When
Leadership questions the numbers
Reports are slow or unreliable
Migrating from Legacy BI Systems
Multiple versions of “the truth” exist
Manual Excel reconciliation before meetings
Reporting has outgrown its original design
Who I Work With
Finance and Operations Leaders
Teams relying on Power BI for executive reporting
Organizations with complex or growing data environments
Groups experiencing slow reports, failing refreshes, or DAX/model performance issues
Organizations migrating from Excel or legacy BI tools to Power BI
How I Typically Engage
Step 1: Diagnose (Health Check)
Audit model, DAX patterns, refresh reliability, KPI definitions, and distribution.
Step 2: Stabilize & remediate
Fix the highest-impact issues affecting trust, performance, and reliability.
Step 3: Enable & scale
Governance/RLS + documentation + training or ongoing advisory support.
Why Clients Work With Me
Trusted with executive-level reporting
Focused on correctness and reliability
Comfortable owning ambiguous systems
Executive-ready KPI definitions that reconcile
Model-first approach that scales (not one-off reports)
Performance remediation: DAX + semantic model optimization
Governance/RLS and clean handoff so it stays reliable
Case Studies
Schedule a meeting
If you’re hiring for a role that supports leadership reporting—or you own the reporting function—this short call is a quick way to determine whether I’m the right fit. We’ll cover what’s currently limiting trust or performance in your Power BI environment, align on the scope and expectations of the role or engagement, and outline the most responsible next step—if any.