Automation
Finance Automation
Turning repetitive financial reporting into automated workflows — so analyst time moves from assembling data to explaining it.
Automation projects
3
Portfolio demonstrations
Core toolchain
Excel VBA · Power Automate · SQL
Delivery layer
Power BI · Report packs
OPEX PR Tracker Automation
Turn a recurring manual PR status chase into a single refreshable tracker with ageing, classification and scheduled distribution.
- SAP Ariba
- Excel
- VBA
- Power Automate
- SQL
- Power BI
Step detail
Ariba
Source PR extract downloaded from the procurement system.
Portfolio project / concept demonstration — not presented as a deployed production system.
Budget vs GL Tracker
Compare posted GL actuals against the budget mapping every month without rebuilding the workbook.
- SAP
- Excel
- VBA
- SQL
- Power BI
Step detail
SAP
Monthly GL extract pulled per company code.
Portfolio project / concept demonstration — not presented as a deployed production system.
Automated Reporting
A reusable pattern for any recurring finance report: clean once, transform once, publish everywhere.
- Excel VBA
- Power Query
- SQL
- Power Automate
- Power BI
Step detail
Raw Data
Multiple source extracts collected in a fixed folder.
Portfolio project / concept demonstration — not presented as a deployed production system.
| Period | Budget | GL actual | Variance |
|---|---|---|---|
| Jan FY25 | $1,825,000 | $1,874,301 | -$49,301 |
| Feb FY25 | $1,934,000 | $1,983,606 | -$49,606 |
| Mar FY25 | $2,015,000 | $2,052,763 | -$37,763 |
| Apr FY25 | $2,044,000 | $2,134,317 | -$90,317 |
| May FY25 | $2,015,000 | $2,023,209 | -$8,209 |
| Jun FY25 | $1,934,000 | $1,958,499 | -$24,499 |
| Jul FY25 | $1,825,000 | $1,773,415 | $51,585 |
| Aug FY25 | $1,716,000 | $1,749,760 | -$33,760 |
AI in Finance
AI-Assisted Finance Workflow
AI supports the analyst; it does not replace financial judgement. Every AI-assisted output passes through analyst validation before it becomes a financial insight.
Data
Extracts, GL postings, PR/PO records and budget mapping tables.
AI-assisted processing
Drafting, cleaning suggestions, summarisation and documentation support.
Analyst validation
Reconciliation, materiality checks and business context applied by the analyst.
Financial insight
Reviewed commentary and recommendations delivered to stakeholders.
Where AI helps a finance team
- Financial reporting support
- Data cleaning assistance
- Report generation drafting
- Procurement support
- PR drafting
- Variance commentary drafts
- Management insight summaries
- Process documentation
- Workflow automation design
My experience with AI tooling
- • Microsoft Copilot / Copilot 365 for finance and reporting tasks.
- • AI-assisted workflow development for repetitive analysis steps.
- • Exploratory AI agents for procurement support and PR drafting.
Described as capability and project work. No production deployments, savings or efficiency percentages are claimed.