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.