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Analytics and reporting platform

Fintech Analytics Suite

Built a secure analytics workspace with live dashboards, audit trails, and role-scoped reporting tools.

Next.jsTypeScript.NET 8SQL ServerDockerAzure

Days to hours

Reporting prep

Audited

Exports

Role-scoped

Access model

Role: Senior engineer, product analytics delivery

Timeline: 4-month implementation

Domain: Fintech operations

Project overview

Problem

Finance analysts were exporting CSVs from multiple tools and stitching together reports manually, which slowed monthly close and introduced errors.

Solution

I created a consolidated reporting experience with cached query pipelines, KPI dashboards, and guarded exports for sensitive datasets.

Result

Monthly reporting prep dropped from days to hours, with finance leads gaining self-serve dashboards instead of relying on engineering support.

Feature highlights

Executive dashboards

Finance leads could monitor reporting KPIs, trends, and transaction patterns without pulling raw exports into spreadsheets first.

Governed data access

Permissions, audit trails, and controlled exports gave teams self-serve reporting without losing operational accountability.

Performance-aware reporting

Query orchestration and caching made report generation more predictable under repeated operational usage.

Architecture and implementation

  • Server-rendered dashboard shell kept the initial load fast and indexable.
  • Report endpoints used cache-aware query orchestration to cut repeated database work.
  • Audit event storage provided traceability for report exports and filter usage.

Experience snapshots

UI Concept

Reporting command center

A finance-facing dashboard with operational KPIs, recent reports, and export activity in a single view.

UI Concept

Controlled exports workflow

Permission-aware exports with clear audit visibility for sensitive financial data handling.