How a Finance Division Automated Reporting and Cut Delivery Time by 90%

A finance and accounting division was strained by manual monthly reporting — each close took 10+ days across disconnected spreadsheets and email, producing delays and inconsistencies. The data-science team worked in isolation from business needs, finance leaders struggled to express requirements technically, and without dedicated project leadership, priorities drifted and accountability eroded.

We aligned finance's business stakeholders and the data-science team on a shared definition of success:

• Problem translation — worked with finance leaders to define the challenges, then converted them into technical specs the data team could act on
• Facilitation and accountability — bridged the business and technical teams, held deadlines, and managed expectations
• Project management — a roadmap of milestones, dependencies, and success criteria with weekly check-ins
• Stakeholder engagement from kickoff through delivery, breaking down prior silos

We delivered an automated, business-driven reporting platform:

• A BI dashboard built to finance leadership's requirements, with real-time visualization and tracking
• A centralized reporting tool consolidating data from multiple systems into one platform
• Hands-on training for finance staff to drive full adoption
• Manual dependencies eliminated, with better accessibility and accuracy

• Reporting cycle 90% faster — prep time from 10+ days to under one
• Automated data consolidation eliminated manual errors entirely
• Real-time visibility for continuous metric tracking
• On-time, in-scope delivery — and finance freed to shift from reactive reporting to proactive analysis