Client:
XYZ
Tech stack:
Microsoft Excel, Google Sheets
Challenge:
There was no existing framework for monthly financial reviews, resulting in delayed insights and a lack of visibility into the company’s financial health.
Solution:
We established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, We designed and implemented a dynamic financial dashboard that provided real-time insights on key metrics, enabling informed decision-making by management.
Outcome:
- Streamlined the month-end close process with 100% on-time reporting
- Gained the trust and confidence of senior management
- Earned additional responsibility, including oversight of financials across multiple locations
Quick Insights:
- Most Challenging Project: Monthly Review & Dashboard Implementation – Required a cultural shift toward structured, data-driven financial governance.
- Innovation Spotlight: Created a live financial dashboard and closing calendar that transformed monthly reporting from reactive to proactive, directly influencing business strategy.