Engagements.
Results.

The finance team maintained a rolling forecast across 6 separate spreadsheets. Assumptions lived in multiple places. A change in one file required manual updates in three others. The model was trusted by no one and maintained by one person who was at risk of leaving.

A single integrated 3-statement model with a dedicated input layer, automatic linkage across all three statements, a rolling 12-month forecast that updated on data import, and a scenario manager with three named cases. Built to FAST and FMI standards.

Scoping session, architecture review, phased build with two checkpoint reviews, balance sheet reconciliation testing, and a two-session handover with the full finance team. Full documentation delivered with the model.

Invoice approval took 10–14 days end to end. Manual email routing with no audit trail. AP clerks keying invoice data into SAP by hand. Exceptions handled outside the system entirely. Internal audit findings raised annually on AP controls.

OpenText VIM implemented to capture, OCR-validate, and route invoices automatically to SAP. Approval workflow configured inside VIM with escalation rules. All postings handled via system automation. Full audit trail in SAP from capture to payment.

Current-state process mapping, gap analysis, VIM workflow design reviewed with AP team, sandbox testing against real transaction types, UAT, go-live support, and team training. SOP documentation for ongoing operations.

The CFO received a manually compiled PDF report on AP aging and treasury position each month. It took the FP&A team 3 days to produce, was always at least 5 days out of date by the time it was reviewed, and contained no drill-down capability.

A Power BI dashboard with auto-refresh from SAP BW via OData — AP aging by vendor and aging bucket, payment run schedule, outstanding commitments, and cash position. Advanced DAX for rolling 90-day aging, payment timing analysis, and vendor concentration alerts. IBCS-compliant layout.

Data model design, Power Query ETL pipeline from SAP BW, DAX measure library, dashboard layout built to Fintelli Design Framework, auto-refresh configured, team training, and DAX documentation for future self-service.

Monthly FP&A reporting depended on an analyst manually downloading 20+ SAP files, renaming them in a specific format, and running a sequence of Power Query refreshes in a specific order. Any mistake in the sequence corrupted the output. The process took 4 hours and had no documentation.

A fully automated ETL pipeline using Microsoft Access as a persistent mid-layer. PowerShell/BAT orchestration handles file ingestion, dynamic column mapping via a lookup table, SCD Type 2 for vendor master history, and UPDATE JOIN correction logic. Single-click execution.

Process mapping of the existing workflow, architecture design reviewed with the team, phased build with testing at each stage, error-handling design, full technical documentation, and a handover session covering how to add new source files to the pipeline.

The monthly board pack was 40 slides of data tables, charts with no annotations, and revenue summaries that required mental arithmetic to interpret. Board meetings regularly extended beyond schedule because members asked for explanations of data that should have been self-evident.

An 8-slide board report template built to the Fintelli Design Framework — insight-first headlines, IBCS-compliant chart notation, structured variance commentary, and a one-page executive summary slide. Designed to be updated monthly by the FP&A team in under 30 minutes.

Audit of existing report, identification of the 8 decisions the board actually needed to make each month, visual redesign, template build with locked format and variable data zones, and a writing guide for the commentary fields.