Month-End Close Automation: 2 Weeks to 2 Hours
David
Published
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Challenge: A month-end close process took about two weeks of manual work across Finance and the teams that depended on it, which left outstanding payments unclear until it finished.
What I did: Mapped the full process, automated the data pulls, reconciliations and reporting end to end, and built visibility into outstanding payments.
Result: The process went from about two weeks to about two hours, and Finance got same-day visibility into outstanding payments.
Tools: SQL, Python, dbt, workflow automation