Case study / Finance systems / Selected output

FP&A Month-End Reporting Automation

Automated the month-end management reporting pipeline — SQL extraction, Python validation, Power BI delivery.

Context

The operating constraint

Month-end management reporting required several days of manual data gathering from multiple sources each cycle — extraction by hand, spreadsheet reconciliation, and re-keying into the reporting pack.

Approach

How the system was rebuilt

01
Designed a stable SQL extraction layer from SAP that returns a consistent structure every run.
Complete
02
Added a Python transformation layer with validation checks before anything reaches the pack.
Complete
03
Delivered the management pack in Power BI so budget owners see reconciled numbers on demand.
Complete

Tool stack

Systems used

Python
SQL
SAP
Power BI

RESULT

What changed

The reporting cycle moved from multi-day assembly to same-day availability. Roughly twenty hours per month of manual consolidation disappeared, with consistent numbers for budget owners.

Measured outcome

Reusable principle

What I would carry forward

Automate reconciliation before presentation. A dashboard on unreconciled data only accelerates confusion.