01
FP&A dashboards
Budget versus actual, variance, and KPI views that refresh from your data.
A1
fx
=TIMMERMAN_INSIGHT("FP&A", "automation", "clarity")
Timmerman
Insight
Financial planning, modeling, and automation that finance teams can actually run.
Arrow keys to navigate · F for fullscreen · P to save as PDF
About
I make financial data work harder, with less manual effort.
I am Omari Timmerman, a Top Rated Plus freelancer focused on one thing: building the dashboards, models, and automated spreadsheets that finance teams and founders rely on to make decisions.
I am a specialist, not a generalist. Across more than a hundred projects I have worked deep in Excel and Google Sheets, with Power Query, VBA, and Apps Script under the hood.
Focus
FP&A, modeling, spreadsheet automation
Direct
Omari@timmermaninsight.com
Track record on Upwork
A hundred deliveries deep, and rated for it.
0
Projects delivered
Across Excel, Sheets, and modeling
0
Average rating
Out of 5, from verified clients
0
Job Success Score
Long run client satisfaction
Top Rated
Plus
Plus
Upwork status
Top tier of the marketplace
Verified on Upwork · upwork.com/freelancers/omaritimmerman
What I build
Four things, done to a finance standard.
02
Spreadsheet automation
Power Query, VBA, and Apps Script that remove the manual reporting work.
03
Modeling and variance
Operating and SaaS models with scenarios and a clean audit trail.
04
Finance tools with AI
Tools built on the Claude and OpenAI APIs that draft, classify, and summarize.
Capability 01
Dashboards that update themselves.
Budget versus actual, variance, and KPI tracking in one view.
Built in Excel or Power BI, matched to how your team already works.
Refresh from a data source, not by hand, so the numbers stay current.
ExcelPower BIPower QueryDAX
From source to decision
Connect: pull GL, budget, and actuals automatically.
Model: variance and KPIs calculated in the background.
Read: one dashboard the leadership team trusts.
Capability 02
The manual work, removed.
Power Query pipelines that clean and combine data on refresh.
VBA and Google Apps Script for reports that build on a schedule.
Inputs that validate themselves, so bad data never reaches the model.
Power QueryVBAApps ScriptPower Automate
A week of reporting, in minutes
Repetitive exports replaced by one refresh button.
Month end packs assembled without copy and paste.
Fewer hands on the file means fewer errors in it.
Capability 03
Models you can audit.
Three statement models, operating models, and SaaS models.
Scenario logic and variance analysis built in from the start.
Every input traceable, every formula defensible on a live screen.
Financial modelingScenariosVarianceForecasting
Structure first, always
Inputs, logic, and outputs kept on separate layers.
One color system so any reviewer can follow the build.
Assumptions written down, not buried in cells.
Capability 04
Finance tools that read and write for you.
Custom tools built on the Claude and OpenAI APIs.
Draft variance commentary, classify transactions, summarize results.
Runs inside the workbook or a small app, where your team works.
Claude APIOpenAI APIApps ScriptPower Automate
AI that stays inside finance
Turns raw variance into a first draft of the narrative.
Sorts and tags transactions to a chart of accounts.
You stay in control. It drafts, you decide.
How an engagement runs
Scope, build, hand over.
STEP 01
Scope
We agree on the decision the output supports and the data behind it, before any building starts.
STEP 02
Build
I build it to a finance standard, with checks, a clean color system, and documentation as I go.
STEP 03
Hand over
You get the working file, a short walkthrough, and notes so your team can run it without me.
Featured case study
Northwind Industries
Budget vs Actuals tracker
A full operating expense tracker. Six departments, six months, one dashboard that updates from a single data source.
Sample build · Anonymized demo data · Built client ready, not client specific
The build
396 formulas. Zero errors.
Six connected tabs keep inputs, logic, and outputs separate, so the model stays easy to trust and easy to change.
DashboardModelGL DataBudgetAssumptionsRead Me
How the workbook reads
12,500Input
=SUM(B2:B7)Formula
=GL_Data!C4Link
The dashboard
Budget versus actual, by department.
BudgetActualFY2026 YTD operating expense · $000s
Budget1,955
Actual1,983
Variance+1.4%
Monthly run rate · Jan to Jun
Variance
Where the money moved.
Under budgetOver budgetActual minus budget · $000s
+27 over
R&D ran hardest above plan
22 under
Marketing came in furthest below plan
Taken further
Same model, now in Power BI.
The workbook rebuilt as a star schema, with DAX measures, a theme matched to the model, and a full Power BI project. Five tables feed the dashboard.
Star schemaDAXTMDLPBIP
The standard
Built to be trusted on a live screen.
01
Every number is defensible
Nothing in a file I deliver is invented or unverifiable. If a figure is in the model, I can show you exactly where it comes from.
02
One readable color system
Inputs, formulas, and links follow the same convention in every build, so anyone on your team can read the model the way I read it.
03
Documented for handover
Files arrive with a Read Me and clear assumptions, so the work keeps running long after the engagement ends.
The stack
Tools I work in.
Microsoft Excel
Modeling · Dashboards
Google Sheets
Modeling · Automation
Power Query
Data pipelines
VBA
Excel automation
Google Apps Script
Sheets automation
Power BI
DAX · TMDL · PBIP
Power Automate
Workflow
Claude API
AI in finance tools
OpenAI API
AI in finance tools
What clients say
Verified Upwork reviews.
“
Omari provided the best experience I have ever had on Upwork. He was a ninja when it came to the technical stuff. He listened carefully to exactly what I needed, and my needs weren't easy either. I couldn't be happier with his work, and I will be using him in the future. I highly recommend him.
★★★★★
Daniel Zynn
Verified Upwork client · Custom Excel build
“
Omari was fantastic and had a genuine understanding of a rather complex job. We had several iterations and Omari was pleasant and engaging throughout the sometimes arduous process. Highly recommend!
★★★★★
Charles Urquhart
Verified Upwork client · Excel and Power BI
Working together
How to start.
Fixed scope projects when you know the deliverable, or ongoing support when you need a finance partner on call. The source files stay yours, always.
You get
The working file
You get
A walkthrough of how it runs
You get
Documentation your team can follow
Why this partner
Precise, on time, defensible.
PROVEN
A real track record
More than 100 delivered projects and a 93% Job Success Score on Upwork, with Top Rated Plus status.
READABLE
Finance standard quality
A consistent color system and clean structure, so your team can read and run every file.
HONEST
Work you can defend
No invented numbers. Everything I hand over holds up in front of your CFO and your board.
Let us build it
Tell me the decision.
I will build the file.
Email
Omari@timmermaninsight.com
Upwork
upwork.com/freelancers/omaritimmerman
Practice
Timmerman Insight
Timmerman Insight
01 / 20