Portfolio

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Portfolio Agent Council

Tai lieu nay ghi lai cac agent da duoc dung de nang cap portfolio FP&A, muc tieu tung agent, tieu chi danh gia, va cach dung lai workflow nay khi muon them project moi.

Muc Tieu Chung

Toi uu portfolio de tang xac suat pass cac role FP&A, Regional Finance Analyst, Finance BI Analyst, hoac Commercial Finance tai Vietnam, regional MNC, va thi truong quoc te.

Thong diep chien luoc:

Khong chi la nguoi build dashboard. Day la mot FP&A analyst biet bien du lieu thanh forecast call, P&L action, cash decision, governance confidence, va business partnering.

Agent Roles

Contest Rubric

Ham cham diem cua agent council:

Winning Scope

Y tuong thang cuoc:

CFO Performance Pack / Executive FP&A Decision Cases

Ly do thang:

• Power BI dep chua du de noi bat.
• FP&A va regional finance roles can thay budgeting, forecasting, variance analysis, business partnering, stakeholder action, Power BI/SQL/Python, working capital/cash, va forecast accuracy.
• Bo case nay chung minh duoc ca finance judgment lan data execution.

Da trien khai:

Agent Recommendations Summary

Portfolio Expert

Khuyen nghi:

• Bien portfolio thanh "decision products", khong chi project gallery.
• Dua BI products va FP&A decision cases len truoc experience/skills.
• Tranh show qua nhieu tool neu khong gan voi business decision.

High-signal sections:

• BI Decision Products Gallery
• Driver-Based Forecasting Case Study
• Monthly FP&A Close Pack Demo
• Finance Automation Workflow Page
• FP&A Writing & Business Partnering Samples

UI/UX Expert

Khuyen nghi:

• Portfolio nen giong mini CFO operating pack.
• Moi artifact can co headline metric, executive question, proof points, CTA.
• Tren mobile, moi card chi nen con screenshot/headline, 1-2 metrics, 1 CTA.

Suggested flow:

Hero -> Impact -> Executive FP&A Decision Cases -> BI Products -> Work -> Process -> Skills -> Contact

Senior Developer

Khuyen nghi:

• Khong publish nguyen folder BI/.
• Public artifacts nen nam trong showcase/.
• Dung lowercase kebab-case cho folders.
• Khong dung URL co dau, space, comma.
• Khong git add . khi source BI/raw data con trong repo.

Privacy rules:

• Khong publish .pbix, .pbit, raw CSV, prepared CSV, real customer names, local paths, SecurityBindings, user settings.
• Neu file nam trong GitHub Pages branch, xem nhu public.

Manager

Khuyen nghi:

• Phase 1 nen lam it nhung sac: hero/story, BI products, decision cases.
• Khong bien portfolio thanh kho archive.
• Moi case chi can tra loi 4 cau: problem, what I built, impact, proof.

Roadmap:

1. Privacy gate.
2. Homepage story.
3. BI product case pages.
4. Executive FP&A decision cases.
5. Optional video/demo/certification polish.

CFO Reviewer

Khuyen nghi:

• CFO khong chi can dashboard. CFO can "so what / now what".
• Portfolio phai show forecast ownership, margin action, cash discipline, governance confidence.

Top ideas by CFO value:

Senior FP&A

Khuyen nghi:

• Them lop executive FP&A storytelling len tren Power BI.
• Strongest homepage section: Executive FP&A Decision Cases.
• Case phai noi duoc variance voi business owner va next action.

Best cases:

• CFO Decision Brief
• EBITDA Variance Bridge + Action Plan
• Working Capital & Cash Control
• Driver-Based Forecast: From Assumptions to Decisions
• Business Partnering Review Pack

Senior Data Analyst

Khuyen nghi:

• Dung mot synthetic FP&A case pack chung, khong lam nhieu demo roi rac.
• Excel model la audit trail; HTML page la executive narrative.

Suggested data/model checks:

• P&L tie-out: revenue - direct cost - opex = EBITDA
• Bridge tie-out: bridge drivers sum to final variance
• Cash roll-forward: opening cash + inflows - outflows = closing cash
• Working capital tie-out
• Scenario completeness
• Public-safe check

Product Manager

Khuyen nghi:

• Gom case theo decision topic.
• Moi case nen co index.html, optional model.html, va model/.
• Ten case nen noi ve quyet dinh, khong noi ve tool.

Recommended naming:

showcase/fpa-decision-cases/{decision-topic}/

Vi du:

• logistics-margin-reset
• working-capital-cash-runway
• branch-target-allocation
• headcount-capacity-tradeoff

AI Director

Final verdict:

Winner: CFO Performance Pack

Scope thang:

• CFO Brief
• Driver-Based Forecast
• EBITDA Variance Bridge
• Working Capital / Cash
• Governance / QA
• Business Partnering

Khong nen lam:

• Khong lam portfolio automation generic.
• Khong lam 6 case roi rac thieu narrative.
• Khong lead bang code truoc business judgment.
• Khong neu variance ma thieu owner/action.
• Khong publish data that/confidential.

Reusable Workflow For Future Projects

Khi them project moi vao portfolio, dung flow nay:

1. Define decision:

   • CFO hoac business leader can quyet dinh gi?

2. Define data:

   • Data that da anonymized hay synthetic?
   • Co customer/entity/vendor that khong?

3. Define model:

   • Driver nao anh huong revenue, margin, EBITDA, cash?
   • Co scenario khong?
   • Co QA checks khong?

4. Define narrative:

   • What changed?
   • Why did it change?
   • Financial impact?
   • Owner?
   • Next action?

5. Define artifact:

   • HTML case page
   • Excel model
   • Dashboard screenshot
   • QA notes

6. Run privacy gate:

   • Khong local path
   • Khong secret/token
   • Khong raw data
   • Khong PBIX/PBIT chua imported data
   • Khong company-confidential details

Suggested Next Agents To Run

Neu muon nang portfolio tiep, goi cac agent theo thu tu:

1. CFO Reviewer:

   • Cham case co du "so what / now what" chua.

2. UI/UX Expert:

   • Cham card layout, CTA, mobile scan.

3. Senior FP&A:

   • Cham sat JD FP&A, regional finance, va MNC finance chua.

4. Senior Developer:

   • Kiem folder, privacy, links, deploy.

5. AI Director:

   • Chon scope cuoi cung, tranh overbuild.

Current Portfolio Positioning

Current winning positioning:

Vietnam-based Commercial FP&A analyst building management-ready reporting, driver-based forecasts,
Power BI decision products, and finance automation for multi-entity logistics operations; willing to relocate for the right regional finance opportunity.

Best evidence currently on site:

• Executive FP&A Decision Cases
• Monthly FP&A Performance Pack
• Driver-Based Forecasting & Scenario Planning
• Monthly reporting automation pipeline
• Budgeting/forecasting and management reporting experience

Maintenance Notes

Important folders:

showcase/fpa-decision-cases/
showcase/powerbi/
assets/
BI/  # ignored source workspace, do not publish

Before pushing:

git status --short --ignored
git diff --check
git diff --cached --stat
git diff --cached --name-only
git diff --cached --name-only | rg "BI/|\.csv$|\.pbix$|\.pbit$|build/tools|scratch|user_settings|SecurityBindings"
rg -n -i "(password|secret|token|api[_-]?key|credential|connectionString|C:\\\\|OneDrive|file://)" index.html styles.css script.js showcase assets

If the scan flags expected words like email in UI text or invoice in a privacy note, review manually. If it flags local paths, secrets, raw files, or real company data, fix before push.