CASE STUDY · /financial-reporting

Dynamic Financial Reporting

A formula-driven P&L engine — cost centers, trend reports, configurable line items, management exports.

ROLE

Solo Lead Engineer · Internal SaaS

TIMELINE

2024

TEAM

1 (solo)

STATUS

Production · Internal

Overview

A dynamic Profit & Loss reporting system that aggregates financial data across departments and produces configurable P&L statements, cost-center breakdowns, and trend reports in real time.

The core is a formula engine: each line item can be a raw figure or a formula referencing other lines, computed lazily on report generation. This means leadership can reshape what 'gross margin' or 'operating profit' includes without touching code.

The problem

Monthly P&L was a manual Excel exercise pulling numbers from payroll, expenses, and revenue ledgers. Slow, error-prone, and the formulas lived in someone's head.

What I built

Formula engine: line items are either raw or computed expressions referencing other lines
Cost-center breakdown reports with departmental aggregation
Trend reports across configurable date ranges (month, quarter, YTD)
Management export pipeline — PDF/CSV with branded layout
Real-time recomputation as upstream payroll/expense data lands

Tech stack

Node.jsReactMongoDBExpressFormula parser

Outcome

Replaced manual Excel month-close. Leadership reshapes P&L definitions through a UI, not through someone's head. Real-time recomputation means the report is always current — no stale exports.

Want this in your stack? Let's talk.

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