Client context: US-based international trade services provider, specialising in global logistics, customs brokerage and trade compliance.
The situation
The finance team needed FP&A capacity with practical Power BI and data-visualisation skills. Local recruitment had produced few candidates combining the required finance and analytical experience.
The assignment was broader than maintaining spreadsheets: management needed reporting that connected operating data to financial decisions.
The work
Nexteam introduced an Argentina-based financial analyst within 48 hours. The analyst worked on:
- Power BI dashboards for financial reporting.
- Automated reporting and data visualisation.
- Financial models to support management decisions.
The company subsequently added two analysts within a month. The first analyst progressed into a management role, and the team later expanded to four analysts.
The results
The engagement reduced reporting time by 70% through automation and expanded the company's financial analysis and visualisation capabilities. The growth from one analyst to a larger team also created continuity for recurring reporting work.
The 70% figure concerns reporting time in this engagement. The public case does not include the baseline hours, measurement period or underlying calculation; it is not a benchmark for another company's savings.
What this case illustrates
When finance knowledge and reporting technology are both essential, define them together in the brief. A dashboard alone is not the deliverable: the team must be able to trace the figures and use the output.
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Related reading: How distributed FP&A teams work.
Client identity is confidential. This is an anonymised engagement summary; results are specific to the work described.