Month-End Close: Excel → Python/Alteryx
Automated multi-file ingest, joins, and formatting; scheduled export to SharePoint with email summary.
Impact: 4h → 7m per cycle • On-time rate 99%.
Our Work
Real-world automations, dashboards, and controls that reduce manual effort and make reporting reliable. Redacted or sample data shown where needed. Ask for a quick walkthrough.
Executive KPI Dashboard (Tableau)
Modeled finance KPIs with drill-downs and trends; added refresh pipeline and data quality checks.
Impact: 10× faster ad-hoc analysis • Adoption by leadership.
Controls & Exception Checks
File presence & schema validation, threshold alerts, and exception flags with daily summaries.
Impact: −80% prep errors • Easier audit trails.
Sales Ops Pipeline + Dashboard
CSV → clean → enrich → publish workflow with weekly metrics dashboard and email digests.
Impact: Hours saved weekly • Stakeholder self-serve insights.
Financial Forecasting Snapshot
Modeled input drivers and scenario toggles; surfaced key deltas with clear visuals for decisions.
Impact: Faster reviews • Clearer “what-ifs.”
SharePoint File Orchestration
Automated file routing, renaming, and archiving with integrity checks and failure alerts.
Impact: −90% manual handling • Traceable runs.
Want a quick walkthrough?
I’m happy to show how these were built (with redacted or sample data) and outline a fast win for your team.