Client:
Accrual Equity Group
Tech stack:
Excel, PowerPoint, SharePoint
Challenge:
Developed a comprehensive financial deck covering financial reporting for both current and prospective locations from 2024 to 2028. Managed large-scale datasets, conducted detailed financial analysis, and translated finalized insights into visually compelling PowerPoint presentations for executive review.
Outcome:
- While the project was successfully completed, the initial lack of a structured plan led to a somewhat disorganized approach, making project management challenging. As a result, additional hours were required to finalize the deliverables. However, this experience proved to be a valuable learning opportunity—highlighting the importance of upfront planning and task organization. These lessons significantly improved our efficiency in subsequent projects, particularly during the more effectively managed Accruals Financial Package engagement.