Acquisition Data Playbook & Commercial Diligence

David
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Challenge: A multi-entity acquisition brought together businesses with conflicting financial metrics and incompatible reporting, which made combined performance hard to judge.

What I did: Wrote a data playbook and architecture roadmap that reconciled metric definitions across entities and laid out a unified reporting framework for leadership.

Result: A clear path to consistent, combined financial reporting after the acquisition, plus a repeatable approach for future deals.

Tools: Matillion, Power BI, Redshift, data architecture