Case study / Finance systems / Selected output

Excel/VBA Budget Consolidation Toolkit

One-click consolidation of department budget submissions with validation and rolling forecast refresh.

Context

The operating constraint

Consolidating a dozen department budget templates into the master model was a manual copy-paste exercise every cycle, with version-control and broken-formula risk on every round.

Approach

How the system was rebuilt

01
Built a VBA toolkit that consolidates submissions in one click.
Complete
02
Added validation for missing inputs, out-of-range variances, and broken links.
Complete
03
Rolled actuals into a rolling forecast without re-keying the master model.
Complete

Tool stack

Systems used

Excel
VBA
Financial Modeling

RESULT

What changed

Consolidation effort dropped from days to hours per cycle. Input errors fell because issues are flagged before they reach the master model.

Measured outcome

Reusable principle

What I would carry forward

The value of a consolidation macro is the errors it refuses to accept — not the speed of the paste.