Microsoft Excel Consulting Services

This report used SAP data to calculate commissions for sales reps. Custom VBA was used to create a workbook for each regional manager for approval.

The workbook included numerous check figures, built in audit logs, permissions, and automated emails.

These metrics included delivery and usage data for various regions summarized my month and quarter.

Custom VBA was used to combined data from multiple SAP reports, aggregate it, and then send to each region - all with the click of a single button.

We created a custom workbook to plan everything from capital expenditures from travel and entertainment.

This client had unique needs as some budget accounts had set annual amounts, some had set monthly amounts. We created custom VBA scripts to populate the budget based on account selections.

Prior to working with us this client was using multiple workbooks to create the budget & forecasts, create monthly financials, and manage payroll costs. It was impossible for them to plan for scenarios and forecast.

We created one master file to help track everything. Assumptions can be updated to create dynamic forecasts. The file included income statements for each business unit and overall, a balance sheet, and a cash flow all driven by a trial balance import and a date function on the dashboard.

This company wanted a custom card to track financial performance by month. We first got an overview of their business processes and got to work.

This project had numerous sections. This organization had to fille hundreds of 990s each tax season.

The first job was to create a new financial statement format used by managers during the 990 draft process. The file pulled dynamic data from HFM. Various schedules were made that could be exported with VBA and then important back into the software