updates
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HC Comp
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* Ground up forecasting of sales, inventory, and operations
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* Build sales database and analytics for the sales team synced with financials
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* Develop detailed standard cost transaction ledger for production analytics syned with financials
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* Develop Ad-Hoc consolidations and real-time financial statement logic
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Forecasting
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Building Dataset & Reports
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Financial Statements
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Custom Logic
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Balance Sheet integrity111
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what i'm good at
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-------------------------
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* Modeling historic and forecasted financial & other events
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1. Employer - Supply Chain Team - Ground up forecasting of sales, inventory, and operations which feeds financial projections down to cash flow
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2. Employer - Sales Team - Build sales database (Postgres) and analytics for the sales team synced with financials & ledger
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3. Employer - Ops Team - Develop detailed standard cost transaction ledger for production analytics syned with financials & ledger
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4. Employer - Finance Team - Develop Ad-Hoc consolidations and real-time financial statement logic
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5. Side Proj- brother Seth & I - Develop basic general ledger application (in-progress) implementing the concept of basic pecuniary record (Goetz, 1939)
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6. Side Proj- brother & I - Develop ETL-like tool for quick storage of data from third parties (bank data, competitor products, API results, etc)
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* Dealing with limited-value tasks that need to be done
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1. State & Local registrations; filings
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2. Bank recs, account recs
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3. Integrity of balance sheet
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4. Audits, formal financial statements
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sales_meeting.md
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sales_meeting.md
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pivot table (done)
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* order days
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* ASP & ASC
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* calendar year
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data rebuild
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* Field names need to make sense and then evaluate
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* Break out bill-to ship-to
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* difference between forecast and actual, or budget and actual
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* orders versus budget
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* sales versus budget
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* bring currency or value in original currency
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* open orders - request date
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* forecasted available date (Marty claims it is available)
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* get rid of goofy fields like `FLAG-O`
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forecasting
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* Forecast iterations (evaluate at time all the other fields evaluated)
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* Mechanism to build a live self-informing forecast
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