Creating Dynamic Profit & Loss Dashboard Connecting with Meditouch and Database Modeling and Forecasting for Future Cash Flow, Profit and Loss

By November 14, 2023

Financial Data Analysis/ Machine Learning Project

Job Description:

You will work on an exciting project focused on creating a Dynamic Profit and Loss (P&L) Dashboard that connects with Meditouch, the medical billing software, and integrates with our extensive financial database. This project is crucial for helping our organization make informed financial decisions and optimize cash flow, profit, and loss. Your primary responsibilities will include data integration and analysis, dashboard creation, machine learning, financial modeling, and forecasting.

Key Responsibilities:

  • Data Integration and Analysis:

    • Collaborate with the finance and data teams to extract and consolidate financial data from Meditouch and various other sources.

    • Clean and preprocess financial data to ensure accuracy and consistency.

    • Conduct in-depth data analysis to identify trends, outliers, and insights.

  • Dashboard Creation:

    • Utilize data visualization tools and software to design and develop a dynamic Profit and loss Dashboard.

    • User-friendly, visually appealing, and responsive to real-time updates.

    • Incorporate interactive features and drill-down options for detailed analysis.

  • Modeling and Forecasting:

    • Based on historical data and key performance indicators, build financial models to forecast future cash flow, profit, and loss.

    • Continuously improve and refine forecasting models to enhance accuracy.

    • Present findings and recommendations to the finance and leadership teams.

  • Documentation and Reporting:

    • Maintaining clear and organized documentation of data sources, methodologies, and dashboard design.

    • Prepare regular reports and presentations summarizing the project’s progress and outcomes.


  • Pursuing a degree in Finance, Accounting, Business, Economics, Computer Science, Data Science, or a related field.

  • Strong analytical and problem-solving skills.

  • Proficiency in data analysis tools (e.g., Excel, Python, R) and data visualization software (e.g., Tableau, Power BI).

  • Knowledge of financial modeling and forecasting techniques.

  • Excellent communication and presentation skills.

  • A proactive and results-oriented mindset with a passion for learning and innovation.