My Finance Projects Portfolio
Case Study 1: Accounting for ABC Retail Store
Overview
Developed a complete accounting system for a fictional retail store, ABC Retail, to manage day-to-day transactions and produce monthly financial statements.
Methodology & Data
Created a Chart of Accounts, recorded daily transactions, reconciled accounts, and generated financial statements in Excel.
Results & Conclusion
Produced accurate Income Statements and Balance Sheets, revealing seasonal trends and providing clear insights into operational performance.
Download Project FilesCase Study 2: Analyzing Apple Inc.’s Financial Ratios
Overview
Extracted and analyzed Apple Inc.’s (AAPL) financial statements over five years to evaluate liquidity, profitability, leverage, and efficiency.
Methodology & Data
Sourced data from SEC filings, computed key ratios (e.g., Current Ratio, ROE, Debt-to-Equity), and benchmarked against industry peers.
Results & Conclusion
Identified strong liquidity and profitability trends, with suggestions for improved leverage management.
Download Project FilesCase Study 3: Regression Analysis in Excel
Overview
Used Excel’s Data Analysis ToolPak to perform regression on real estate data, predicting house prices based on property features.
Methodology & Data
Organized the dataset, ran regression tests, and analyzed R-squared, coefficients, and p-values.
Results & Conclusion
Built a statistically significant model to predict property prices, demonstrating strong correlation between square footage and final sale price.
Download Project FilesCase Study 4: Netflix Analysis in Tableau
Overview
Created interactive dashboards in Tableau to visualize Netflix content trends, genres, and user viewing patterns.
Methodology & Data
Imported data from publicly available sources, developed genre/year breakdowns, and built interactive filters.
Results & Conclusion
Provided insights into popular genres, release patterns, and high-level user engagement trends.
Download Project FilesCase Study 5: Building Financial Statements in Excel
Overview
Transformed raw transaction data into a complete set of financial statements—Income Statement, Balance Sheet, and Statement of Cash Flows.
Methodology & Data
Prepared a trial balance, separated revenue and expenses, and reconciled accounts to ensure data accuracy.
Results & Conclusion
Delivered fully reconciled financial statements reflecting operational performance and stability.
Download Project FilesCase Study 6: Analyzing SYNNGA 2022 Financial Statements
Overview
Conducted an in-depth analysis of SYNNGA’s 2022 annual report, computing financial ratios and assessing overall performance.
Methodology & Data
Calculated liquidity, profitability, and efficiency metrics, comparing results to previous years.
Results & Conclusion
Highlighted steady revenue growth but rising debt levels, leading to strategic recommendations.
Download Project FilesCase Study 7: Customer Engagement Analysis in Excel
Overview
Analyzed customer data to understand churn rates, repeat purchases, and high-value segments.
Methodology & Data
Consolidated and cleaned historical data, used PivotTables for segmentation, and calculated churn/retention metrics.
Results & Conclusion
Provided insights into customer lifecycle value and strategies to reduce churn among key demographics.
Download Project FilesCase Study 8: Baby Care Product Analysis
Overview
Studied market viability and financial feasibility for a new baby care product line.
Methodology & Data
Gathered sales figures, competitor pricing, and performed break-even and price sensitivity analyses.
Results & Conclusion
Identified profitable price points and marketing strategies, confirming product-line potential.
Download Project FilesCase Study 9: Prime Numbers Analysis in Python
Overview
Implemented a Python script to identify and analyze prime numbers in a given range, showcasing algorithm efficiency.
Methodology & Data
Developed a prime-check function, iterated through large ranges, and measured execution time.
Results & Conclusion
Generated a distribution of prime numbers, providing insights into performance optimization.
Download Project FilesCase Study 10: Football Transfer Analysis
Overview
Examined transfer fees, player performance, and ROI in the football (soccer) transfer market.
Methodology & Data
Compiled transfer fee data, merged with performance stats, and visualized trends by league, position, and age.
Results & Conclusion
Revealed patterns in market inefficiencies and highlighted high-value vs. overvalued transfers.
Download Project FilesCase Study 11: Building Omega Wireless Cash Flow Statement
Overview
Constructed a Statement of Cash Flows for Omega Wireless using the indirect method to showcase operating, investing, and financing activities.
Methodology & Data
Gathered net income, non-cash items, and changes in working capital, then reconciled to final cash position.
Results & Conclusion
Illustrated the company's positive operating cash flow and areas needing attention in investing or financing activities.
Download Project FilesCase Study 12: Coffee House Cash Flow Analysis
Overview
Evaluated monthly cash inflows and outflows for a small coffee house to identify operational efficiency and liquidity trends.
Methodology & Data
Categorized transactions into operating, investing, and financing sections, and analyzed seasonal patterns.
Results & Conclusion
Demonstrated the coffee house’s cash flow drivers and recommended strategies for improving liquidity.
Download Project Files