Post by Mark Oliver

Name: I recently caught up with James Edeburn, who’s spending his summer internship at Creative Planning B
Uploaded: 2026-06-19T13:00:31.288Z
Channel: Mark Oliver
Description: I recently caught up with James Edeburn, who’s spending his summer internship at Creative Planning Business Services diving deep into the business intelligence and analytics side of what we do, and it

I help growing companies navigate compliance, build strong teams, and develop strategies for sustainable growth. From a hobbies perspective I love fishing, gardening, and being out in nature!

I recently caught up with James Edeburn, who’s spending his summer internship at Creative Planning Business Services diving deep into the business intelligence and analytics side of what we do, and it’s exciting to see how quickly he’s making an impact. Here’s where he’s focused right now: • Building monthly financial reports that actually tell a story • Creating interactive dashboards so clients can see what’s really happening in their business • Turning complex data (sometimes 10,000+ line GL accounts) into clear, actionable insights • Helping business owners understand not just what is happening, but where they need to improve and where they’re winning The big takeaway? Data alone doesn’t drive better decisions, clarity does. As James put it, our goal is simple: give clients direction so they can confidently make smarter financial decisions and ultimately grow their business. There’s no shortage of unique challenges across industries, and that’s where real growth happens. Would love to hear how are you turning your business data into better decisions? #Internship #BusinessIntelligence #Analytics #ClientSuccess

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