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Excel

Monthly Financial Reporting Workbook

Automated Excel reporting workbook with Power Query, pivot tables, and interactive charts.

ExcelPower QueryPivot Tables

Business problem

Finance spent days each month consolidating data from multiple sources into a static report.

Solution

Built a refreshable Power Query pipeline feeding a KPI summary, variance analysis, and trend charts.

Key insights

  • Standardized 6 source files into one clean model
  • Identified 3 recurring cost overruns above 10%
  • Cut monthly close prep from ~2 days to ~2 hours

Business impact

Finance freed up time for analysis instead of assembly and shared a consistent report across stakeholders.

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