locations
Annual budget planning at NorthStar Memorial Group.
FINANCIAL ANALYST & BUSINESS CONSULTANT
Financial clarity.
Better decisions.
Financial analysis, investment insight, and business intelligence—bringing clarity to performance, capital decisions, and the opportunities ahead.
THE PERSPECTIVE BEHIND THE NUMBERS
WD
Will Dokpesi
MSc · BAFinancial analyst.
Business partner.
Analytical thinker.
INSIGHT WITH PURPOSE01 / PROFESSIONAL PROFILE
01 / ABOUT
Behind every number,
a business story.
I’m Will Dokpesi, MSc, BA, a financial analyst and business consultant focused on making financial information useful.
My experience spans healthcare, real estate, nonprofit operations, financial services, and media. I bring together financial planning and analysis, investment modelling, and business intelligence to explain performance and evaluate the choices ahead.
From budgeting across 98 locations to property valuation and Power BI reporting, my work connects detailed analysis with practical business decisions. I use financial models, scenario analysis, and clear reporting to help leaders assess costs, risks, and opportunities.
View my LinkedIn profileSELECTED CAREER ACHIEVEMENTS
unreported revenue identified
Financial analysis at NorthStar Memorial Group.
lower operational expenses
Strategic initiatives at Ruby Heart Foundation.
Achievements reported in my CV and LinkedIn profile.
02 / EXPERTISE
Analysis that moves
the conversation forward.
Financial insight is most useful when it is accurate, understandable, and connected to the way a business operates.
Financial planning
& analysis
Budget-to-actual analysis, monthly and year-to-date performance reporting, and explanations of expense drivers.
Variance analysisManagement reporting
Business intelligence
& financial data
Power BI dashboards and SQL-based reconciliation that connect source data to useful financial reporting.
Power BISQL Server
Healthcare finance
& operational insight
Administrative expense analysis, per-member-per-month reporting, and workforce reporting to support cost visibility.
PMPM analysisFTE reporting
Investment analysis
& financial modelling
Property valuation, IRR and ROI models, due diligence, and scenario analysis to evaluate opportunities and support capital decisions.
ValuationInvestment modelling
03 / SELECTED WORK
From source data
to decision support.
A selection of professional work themes. Descriptions are intentionally high-level; internal datasets and financial results are not reproduced.
01BUSINESS INTELLIGENCEAdministrative expense reporting
Power BI reporting focused on monthly and year-to-date administrative expenses, with budget and prior-year comparisons across departments and divisions.
Analytical focus
Expense visibility, reporting consistency, and PMPM analysis to help explain performance in context.
Power BI · FP&A · Expense analysis02DATA INTEGRITYFinancial actuals reconciliation
SQL-based reconciliation of source exports, staged actuals, and final reporting tables, using record counts and financial totals to check alignment.
Analytical focus
Traceable corrections, department and division mapping, and reliable comparisons between reporting periods.
SQL Server · Reconciliation · Data validation03WORKFORCE & PROCESSConnecting people and financial reporting
Work with FTE reporting and position-control information, alongside the development of reporting procedures and documentation.
Development focus
Bringing financial and workforce context together while supporting repeatable reporting and team continuity.
FTE reporting · Position control · Reporting procedures04INVESTMENT ANALYSISReal estate valuation & opportunity assessment
At Boxer Property, my work included property valuations, investment models using IRR and ROI, due diligence, and lease reviews.
Analytical focus
Assessing asset cash flows, evaluating investment opportunities, and preparing investment memorandums and strategic recommendations.
Valuation · Investment modelling · Due diligenceCAREER / SELECTED EXPERIENCE
Perspective built
across industries.
A career connecting financial planning, investment analysis, and operational decision-making.
Aug 2023 – Present
Financial Planning Analyst
Community Health Choice
An affiliate of Harris Health System
Healthcare FP&A, financial reporting, Power BI dashboards, SQL analysis, and budget and forecast support.
2023
Financial Analyst
AmerisourceBergen
Contract role supporting supply chain financial analysis, variance reporting, and operational visibility.
2022 – 2023
Financial Analyst
NorthStar Memorial Group
Annual budget planning across 98 locations, revenue analysis, pricing support, and Power BI performance reporting.
Apr 2022 – Jun 2022
Financial Planning & Reporting Analyst
Boxer Property
Property valuation, IRR and ROI modelling, due diligence, lease review, and investment memorandums.
Jul 2018 – Apr 2022
Senior Analyst, Financial Planning & Reporting
Ruby Heart Foundation
Financial modelling, forecasting, budget reviews, and strategic initiatives to improve cost performance.
2014 – 2018
Senior Financial Analyst, Planning & Reporting
MoneyMart Service LLC
Revenue and pipeline forecasting, budget analysis, internal controls, financial models, and operational efficiency.
Jan 2013 – Jan 2014
Senior Financial Analyst, Planning & Reporting
Innovative Strategy LLC
Investment analysis, acquisition due diligence, profitability modelling, investment fund monitoring, and financial analysis for capital deployment.
Jan 2010 – Dec 2012
Finance & Investment Analyst
DAAR Communications Plc
Financial reporting, investment analysis, budget forecasting, and capital deployment evaluation.
Selected experience summarized from my CV and LinkedIn profile.
04 / PROFESSIONAL BACKGROUND
A foundation in finance.
A commitment to growth.
Experience, education, and professional development brought together in one place.
EDUCATION
MSc, Investment and Finance
University of Bedfordshire, United Kingdom
Completed November 2012
BA, Economics
American University of Nigeria
Completed December 2009
FINANCE & ANALYTICS TOOLS
Power BISQLAdvanced ExcelTableauMS DynamicsOracleYardiHFMCentage Maestros
View my full LinkedIn profilePROFESSIONAL DEVELOPMENT
Corporate Finance Institute
Selected courses listed on my LinkedIn profile:
- Budgeting & ForecastingMarch 2022
- Business Valuation Modelling, Part 2March 2022
- Dashboards & Data VisualizationsMarch 2022
- FP&A Monthly Cash Flow Forecast ModelMarch 2022
- Scenario & Sensitivity Analysis in ExcelMarch 2022
- Financial Analysis FundamentalsMarch 2021
- Mining Financial Models & ValuationsMarch 2021
- Presentation of Financial InformationMarch 2021
- Mergers & Acquisitions Modelling
RECOGNITION
Best Innovator of the Year
February 2024
Best Financial and Investment Analyst
December 2023
Lifetime Achievement in Tele-Retail
December 2023
Professional development and recognition as listed on LinkedIn.
05 / APPROACH
Confidence starts
with the foundations.
My approach connects the quality of the data with the quality of the discussion it supports.
Start with the decision.
Clarify the business question, the audience, and the context behind the numbers.
Build on reliable data.
Reconcile sources, examine definitions, and check that comparisons are meaningful.
Make the insight usable.
Present the drivers, assumptions, and implications clearly enough to support action.
06 / OPPORTUNITIES & COLLABORATION
Let’s put clarity
to work.
For financial analysis, reporting projects, business consulting, or professional opportunities.
Connect with me on LinkedIn
willdopsy@gmail.com
Houston, Texas