Selected finance case studies
Problems solved. Results delivered.
Examples of using financial analysis, operational partnership and automation to solve complex business problems.
Data reconciliation
$3.5M Customer Audit Challenge
Analyzed and reconciled millions of customer and internal transaction records after a customer audit alleged approximately $3.5M in historical rate discrepancies. The analysis identified approximately $27K in potential discrepancies and provided management with a defensible reconciliation of the claim.
Manufacturing analytics • Safeway
19-Plant Manufacturing KPI Dashboards
Customized VBA-driven performance dashboards across 19 manufacturing plants, including data-extraction logic and monthly bowling charts comparing KPIs against targets. Reporting covered workplace safety and injuries alongside plant operating measures such as labor utilization, machine capacity and customer complaints. Enhanced management visibility and recurring reporting; the original project was associated with approximately $65K in savings.
Pricing controls & FP&A automation • Monster Energy
Automated Invoicing, Pricing Protection & Essbase Checks
Customized Excel/VBA invoicing workflows for high-volume beverage manufacturing, including processes spanning three production plants and approximately 33–37 product/pricing cost sheets. Developed password-protected pricing controls to restrict unauthorized changes—an enhancement recognized by senior management. Built a historical month-end data store to spot-check information loaded into Hyperion Essbase, strengthening reporting validation and control.
Financial reporting • Kaiser Permanente
$92K Annual Reporting Savings
Improved recurring financial reporting through data validation, reconciliation and automation in a complex multi-region environment, generating approximately $92K in estimated annual savings.
Financial reporting & business intelligence • Napa Recycling
SQL, Power BI & Operational Finance Reporting
Partnered with the CFO and accounting and operations teams to develop financial and operational reporting using SQL, Power BI, SOFTPAK, WasteWorks and Dynamics 365 Business Central. Built dashboards and baseline-versus-growth forecast analysis; investigated accounts receivable aging, write-off status, revenue reporting and source-data reconciliation to improve management visibility and support decision-making.
Reporting automation • Pacer
Reporting Cycle Reduced from 2.5 Days to Under 15 Minutes
Self-taught Excel VBA to automate a recurring financial reporting workflow involving multiple exports, pivot tables, formulas and six to seven reports. Added checks and balances, reducing preparation time from approximately 2.5 days to less than 15 minutes while improving reporting timeliness.
Process improvement • Kaiser Permanente
Insurance Data Capture with Monarch & Access
Replaced labor-intensive manual entry of insurance-related payment data by learning and configuring existing Monarch software to extract structured information from lengthy source reports into Microsoft Access. Trained team members on Monarch, Access and Excel to sustain the workflow without purchasing new software.
