Read the business
Review revenue, margin, operating result, cash, and receivables.
FINANCE ENGINEERING LAB
Close the month. Find what does not tie.
You are reviewing a fictional services company. Follow the workflow from executive reporting to transaction evidence, reconciliation, forecast decisions, and the SQL behind every number.
Find the variance
Compare actuals with budget and inspect the entries.
Reconcile
Match billing records to the ledger and document exceptions.
Show the logic
Inspect SQL, controls, and reproducible test evidence.
STEP 1 · EXECUTIVE VIEW
August performance
Choose a department, then tap a KPI to jump to its breakdown.
Monthly net income
Tap a monthMetric drill-down
STEP 2 · EXCEPTION ANALYSIS
Actual vs. budget
Select a material difference to inspect the transaction evidence.
| Account | Department | Actual | Budget | Variance | Status |
|---|
Select a row to see its supporting transactions.
STEP 3 · AUGUST CLOSE
Billing-to-ledger reconciliation
Run deterministic matching, then document the exceptions.
STEP 4 · CLIENT MODEL
Runway scenario
Move the assumptions and watch the twelve-month forecast recalculate.
STEP 5 · DATA LINEAGE
SQL behind the dashboard
Select a report to inspect the query and what it proves.
ENGINEERING NOTES
Tests and controls
Supporting evidence stays secondary to the finance workflow.
| Control | Risk | Expected response | Result |
|---|
Walkthrough complete
You reviewed performance, investigated a variance, reconciled billing, modeled cash, and inspected the SQL and controls.