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Dean Stephen

@deanstephen1

FP&A professional at Online Education Services, automating Power BI reporting across seven companies.

South Africa
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At Online Education Services (OES / Construct), I automated income statement reporting in Power BI on Dynamics 365 Business Central across seven companies, adding data connections, Power Query transformations, and dashboards for executives and partner universities. I’m also evaluating planning platforms, including an Abacum proof of concept and business case.

At 2U / edX, I built and enhanced Adaptive Insights forecasting tools and automated reporting with SQL and Tableau. I progressed from FP&A Intern to Manager, overseeing revenue and marketing-spend budgeting and forecasting, and managing a Finance Analyst.

At Ten Lifestyle Group, I enhanced Planful with SpotlightXL and Dynamic Planning and built a client contract profitability model that reduced the monthly update to under an hour. My finance work also includes commercial modelling, pricing and revenue strategy, forecasting, and Board reporting.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

University of Cape Town logoUT

University of Cape Town

BCom, Economics & Finance

Completed a Bachelor of Commerce with a focus on Economics and Finance.

MI

Michaelhouse

Matriculation

Completed matriculation.

AA

Anaplan Academy

Anaplan Certified Model Builder, Model Building

Certified as an Anaplan Model Builder.

CFA Institute logoCI

CFA Institute

CFA Level I, Finance

Passed the CFA Level I examination.

London School of Economics logoLE

London School of Economics

Data Analysis for Management, Data Analysis

Completed a course in Data Analysis for Management.

MIT Sloan School of Management logoMM

MIT Sloan School of Management

Management Analytics, Management Analytics

Completed courses in Management Analytics and Communicating Data Through Storytelling.

MIT Sloan School of Management logoMM

MIT Sloan School of Management

Communicating Data Through Storytelling, Data Communication

Completed a course in Communicating Data Through Storytelling.

Yale School of Management logoYM

Yale School of Management

Digital Marketing: A Strategic Perspective, Digital Marketing

Completed a course in Digital Marketing from a strategic perspective.

University of Oxford, Saïd Business School logoUS

University of Oxford, Saïd Business School

Fintech, Fintech

Completed a course in Fintech.

Tech stack

Software and tools used professionally

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