Revenue Discrepancy Investigation
Reconcile a $400K variance before the 2 PM exec review.
The situation
Finance is reporting $3.5M in revenue for last week, but the Analytics dashboard shows $3.9M. Leadership needs a clear, defensible explanation in five hours.
Context
- Finance pulls weekly revenue from the billing system at close of business Friday.
- Analytics rebuilds revenue from raw events nightly and includes pending refunds.
- A refund batch for 10 May was imported late by Data Engineering.
Your objectives
- Identify the source of the $400K variance.
- Quantify the refund timing impact vs. genuine data issues.
- Recommend a single source of truth for weekly revenue.
Phases
Frame the problem
Confirm definitions of revenue across teams.
Pull comparable datasets
Run Finance and Analytics queries for the same window.
Isolate the variance
NowBreak down the gap by product line and refund cohort.
Draft recommendation
Propose a reconciliation process and owner.
Defend at exec review
Present findings to CFO and Finance Lead.
Tasks
- Compare Finance vs Analytics revenue by day10:00 AM
- Quantify refund timing impact11:30 AM
- Validate product-line breakdown with Kavya12:30 PM
- Draft one-page summary for CFO01:30 PM
- Send pre-read to Rohit01:45 PM
Inbox for this scenario
Open inboxMeera Chandra · CFO
09:15 AMRevenue numbers don't match
Viplav, Finance is showing $3.5M for last week but Analytics has $3.9M. I need an explanation before 2 PM.
Rohit Fernandes · Finance Lead
09:20 AMNeed update before 1 PM
We have the leadership review at 2 PM. A short pre-read would help me brief Meera.
Kavya Desai · Data Engineering
09:25 AMRefund data import completed
The refund batch for 10 May has been imported. It was delayed by ~36 hours.
Success criteria
- Variance is reconciled to within $5K.
- Root cause is documented with supporting SQL.
- Recommendation is accepted by Finance and Analytics leads.
Stakeholders
- MCtense
Meera Chandra
CFO
- RFneutral
Rohit Fernandes
Finance Lead
- KDsupportive
Kavya Desai
Data Engineering
- ASneutral
Aarav Shah
Analytics Lead
Deliverables
Reconciliation SQL notebook
in reviewQueries + outputs proving the variance source.
One-page exec summary
draftProblem, finding, recommendation, next steps.
Process recommendation memo
pendingProposal for a single source of truth.
Competencies assessed
- Query Design82 / 100
- Root Cause Analysis74 / 100
- Stakeholder CommunicationWeight 25%
- Recommendation QualityWeight 20%