Terri Jackson  ·  LinkedIn ↗

AI-Enabled FP&A Portfolio

Practical Financial Planning & Analysis prototypes showcasing AI-enabled reporting, dashboarding, variance analysis, financial modelling and audit-ready decision support.

About this portfolio

I am building practical examples that combine FP&A, finance transformation, management reporting and emerging AI tooling. The focus is not on AI for its own sake, but on controlled, reviewable finance workflows that reduce manual effort, improve insight quality and support better decision-making.

Examples use synthetic demonstration data or publicly available company reporting data, as identified in each case study.

Prototype examples

01. FP&A COCKPIT · CASE STUDY

Cost centre expense YoY analysis

Interactive FP&A dashboard and case study covering the finance problem, end-to-end process, RACI ownership, controls, assumptions, limitations and route from prototype to practical implementation.

Dashboarding Process Excellence AI-assisted development

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02. FP&A SALES PIPELINE FORECAST · CASE STUDY

Beyond the weighted pipeline

A sales pipeline forecasting prototype exploring how dependable a quarterly revenue forecast is. Python analysis combines probability weighted forecasts, Monte Carlo scenarios, delivery slippage and FX sensitivity, with an interactive dashboard highlighting deal dependencies and management priorities.

Python analytics Forecast risk AI-assisted development

Working prototype · October 2026 · Course assessment: 5/5, Mastery

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03. SUBSCRIBER FORECASTING · CASE STUDY

Forecasting Spotify's year-end audience

An independent forecasting prototype using Spotify's public quarterly reports. Compare six forecasting approaches, inspect historical test results and explore the December 2026 outlook for Premium subscribers and Ad-supported users.

Time-series forecasting Model evaluation Public reporting data

Working prototype · October 2026 · Course assessment: 5/5, Strong Pass (Proficiency)

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