Financial Dashboard and Closing Calendar Success Story

• Client: Sustainability Engineering Group • 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: I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I 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.

Automating Intercompany Bill Credits with NetSuite

• Client: Sustainability Engineering Group • 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: I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I 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.

Boosting OCR Accuracy with a Multi-Prompt AI Strategy

• Client: Sustainability Engineering Group • 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: I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I 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.

Designing Financial Deck

• Client: Sustainability Engineering Group • 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: I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I 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.

How We Saved Millions: Kaizen’s AP Ledger Reconciliation Success Story

• Client: Sustainability Engineering Group • 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: I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I 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.

Automated Invoice Integration via SFTP – Kaizen’s NetSuite Success

• Client: Sustainability Engineering Group • 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: I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I 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.

Shopmonkey NetSuite Integration

• Client: Sustainability Engineering Group • 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: I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I 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.

Payroll Automation

• Client: Sustainability Engineering Group • 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: I established a structured month-end closing calendar with clear deadlines and assigned ownership. Additionally, I 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.