1. Public Finance & Tax Revenue Analytics (Market-Ready Case Study)
This project analyses large-scale tax and income datasets to uncover patterns in revenue, income distribution, deduction behaviour, and effective tax burdens. Although based on US public finance data, the analytical framework is directly transferable to Australian ATO, ABS, and Treasury datasets
The Tableau dashboard provides an analysis of public finance revenue and income. The framework is specifically designed for direct application to Australian public finance datasets.
Business Questions
- Which regions generate the highest tax revenue per taxpayer?
- How does income composition differ between regions?
- Where do deduction patterns indicate compliance risk?
- How does effective tax burden vary across jurisdictions?
- What drives income and revenue inequality?
Tools & Skills
- SQL data preparation
- Excel financial modelling
- Tableau dashboard design
- KPI development
- Public finance analytics
- Economic data storytelling
The project follows a structured public finance analytics framework designed for national-scale datasets.
- Data cleaning and consolidation across multiple regions
- Standardisation of financial units and metrics
- Calculation of effective tax and income KPIs
- Regional benchmarking and ranking
- Visual storytelling through dashboards
Key Insights
- High income does not always translate to a higher tax contribution
- Deduction behaviour significantly impacts effective tax rates
- Business income contribution varies strongly by regional economy
- Tax burden is more evenly distributed than income levels
Australian Market Relevance
This analytical framework mirrors how Australian analysts work with ATO tax return datasets, ABS income statistics, and Treasury reporting. The same methodology can be applied to GST distribution, state revenue benchmarking, compliance analysis, and fiscal policy impact modelling.
This project demonstrates the ability to transform complex government datasets into decision-ready insight suitable for consulting, government, and enterprise environments.
2. Market Basket Analysis – Retail Transactions (Australia Focus)
This project analyses retail transaction data using SQL and Power BI to identify product combinations, cross-sell opportunities, and bundle strategies tailored for the Australian FMCG market.
Business Questions
- Which products are most frequently purchased together?
- What product pairs generate the highest lift and cross-sell potential?
- How does the basket size impact revenue and purchase behaviour?
- Which bundles can increase average order value for Australian retailers?
- How can cross-selling logic be operationalised in marketing and merchandising?
Data & Modelling
Retail transaction data was processed using SQL to construct basket-level tables. Association rules were applied to calculate support, confidence, and lift values for all product combinations. These metrics were then visualised in PowerBI for commercial interpretation.
Dashboards & Outputs
- Product association rules table
- Basket size distribution
- Revenue by country (Australia focus)
- Cross-sell probability chart
- Bundle recommendation matrix
Strategic Opportunities for the Australian FMCG Market
This analysis translates transaction-level data into commercial actions for Australian retailers and FMCG brands.
- Introduce data-driven seasonal bundles based on high-lift product pairs
- Encourage medium baskets (3–5 items) to upgrade to large baskets (6+ items) using targeted incentives
- Deploy “Frequently Bought Together” logic on product pages
- Trigger follow-up offers based on cross-purchase probability
- Optimise promotional spend by focusing on proven product affinities
Visualization
3. Financial Performance & Ratio Analysis – Auto Trader Group Plc (UK) with Australian Market Application
This project delivers a full five-year financial performance and ratio analysis of Auto Trader Group Plc, the UK’s leading online automotive marketplace. Using structured financial statements, ratio modelling, and visual analytics, the project evaluates profitability, liquidity, gearing, efficiency, and shareholder performance. Australian-listed companies and financial institutions can use the analytical framework for performance benchmarking and investment decision-making.
Business Objective
- Assess five-year financial performance using income statements and balance sheets
- Identify profitability and cost-efficiency trends
- Evaluate liquidity and solvency risk
- Measure shareholder value through investment ratios
- Demonstrate financial dashboarding for executive decision support
Data & Tools
- Financial statements (Income Statement & Balance Sheet)
- Excel financial modelling
- Ratio analysis framework
- Power BI dashboards
- Tableau financial visualisations
Key Financial Metrics Analysed
- Revenue growth and operating profit
- Gross and net profit margins
- Return on capital employed (ROCE)
- Liquidity ratios (current & quick)
- Gearing ratios (debt-to-equity, interest cover)
- Efficiency ratios (asset turnover, receivables days, payables days)
- Investment ratios (EPS, dividend cover, P/E ratio)
Five-year trend analysis of revenue, net profit, operating costs, and dividends to evaluate financial stability and growth trajectory.
The trends in gross margin, net margin, and ROCE underscore operational efficiency and capital performance.
Liquidity strength and solvency risk are measured through current ratio, quick ratio, and debt-to-equity trends.
Shareholder return indicators, including EPS, dividend cover, and price-to-earnings ratio, over five years
Key Insights
- Revenue and profit recovered strongly after the 2021 downturn
- ROCE remained consistently high, indicating efficient capital deployment
- Liquidity improved year-on-year, reducing short-term risk
- Gearing remained stable, with strong interest coverage
- Dividend stability suggests sustainable shareholder return
Australian Market Relevance
This analytical framework directly mirrors the financial performance assessment used by Australian banks, investment firms, and corporate finance teams. The same methodology can be applied to ASX-listed companies such as Seek, Carsales.com.au, REA Group, and Domain Group to assess digital platform profitability, operational efficiency, and investment risk.
Australian consulting firms, equity analysts, and CFO teams can use this model to benchmark performance, identify margin pressure, and support capital allocation decisions across sectors, including e-commerce, fintech, and digital marketplaces.
Strategic Use Cases for Australian Businesses
- Financial benchmarking for ASX-listed firms
- Investor reporting dashboards
- Risk assessment for lenders
- M&A due diligence screening
- Board-level financial performance reporting
Deliverables
- Executive financial dashboards (Power BI / Tableau)
- Structured ratio models in Excel
- Trend analysis visualisations
- Written financial interpretation
- Investment and liquidity risk summaries
Why This Project Matters
This project demonstrates the ability to convert complex financial statements into executive-ready insights using visual analytics. It showcases applied financial modelling, dashboarding, and ratio interpretation that are suitable for consulting, banking, and enterprise finance roles. The framework is scalable for Australian companies seeking to optimise performance and evaluate investments.