I build automated management reporting systems that connect accounting, CRM and operational data into one reliable view, so the business stops rebuilding reports by hand.
The model above, opened up. Each layer is built once and reused, so every report draws on the same definitions and the decisions at the end can be trusted.
One client system in production, and two independent projects that show how I approach a problem from scratch.
Accounting & advisory firm, Australia
I designed and delivered a reporting ecosystem spanning thirteen Power BI dashboards, using shared architectural patterns and reusable components across accounting, practice management and operational data.
Turning unbilled work into an actionable risk queue: which jobs need attention first, and why. Built on 72 fictional jobs.
An open-ended HR dataset of 311 records, structured into a ten-section analytics experience in Looker Studio.
The data usually exists already. It’s spread across accounting, practice management, CRM and spreadsheets, and someone rebuilds the same reports by hand every month.
For reports someone rebuilds by hand every week or month.
For data split across accounting, practice management, CRM and spreadsheets.
For managers who hear about problems too late.
My general approach runs through eight stages, adapted to each business and its data. The dashboard comes late, once the decision, the data and the definitions are settled.
The Approach page walks through the build stage by stage.
See the full approachThe standards every report I build is held to.
Start with the decision, not the dashboard.
Validate definitions, relationships, duplicates and source inconsistencies before presenting numbers.
Useful reporting helps identify what needs attention, not just describe what happened.
If someone rebuilds the same report by hand every month, the process probably deserves a system.
I’m Josh Javier, a business intelligence and reporting automation consultant. My work spans an accounting and advisory firm in Australia, a US company, and global fintech clients.
My background is in data operations and BI. At TaskUs I started as a Business Intelligence Analyst for global fintech clients and was promoted to Data Control & Client Launch Lead (Global), where I set up the data side of more than 25 new client launches and led the build of an automated KPI early-warning system.
For an Australian accounting and advisory firm I designed and delivered a 13-dashboard reporting system in three months, working with the client’s stakeholders from data integration through to delivery. I also work with Unite Us, in the United States, as a CRM & Marketing Data Specialist.
Outside of work I’m into design, photography, travel, fitness and good coffee. It shows in the work: I care as much about how a report reads as about what it calculates.
Tell me what you’re working with and where the reporting takes too long. In a 20-minute call I’ll tell you what I’d look at first.