Automating Financial Group Consolidation & Analysis

Problem

A financial services company want to have a consolidate group performance dashboard from multiple sources, and it required to be could automate the consolidation process that provides real-time insights into group performance.

Learn more about our solution here.

Solution

I developed a real time connection to their financial software data base that automated the consolidation process and provided real-time insights into group performance at the Power BI.

My solution integrated with all of the company's existing systems and automatically extracted relevant data for analysis.

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Impact

  • Reduced time spent on manual consolidation

  • Improved accuracy of group performance analysis


Skills

Microsoft Power BI