Major Global IT Security Company - Excel Business Plan Models
Leading a project within a B2B business to set up multiple Excel financial models used in the Business Plan and in weekly forecasting across EMEA.
Public Sector Body – Rationalising The Savings and Efficiencies Models
Working in a Virtual Team to implement best practice, the Excel model was developed according to local requirements. Extensive mappings, reconciliations and segmentations allowed for quick and easy monitoring of initiatives and their tracking across multiple years.
Major Telecoms Company - Analysis of Site Information
With huge leverage on Excel's ability to compare datasets, vast inroads were made into validating over 1,000 sites. By clustering data, analysis by geographic area and type of site ensured a much more simplified approach to insurance renewal.
Major Telecoms Company - New Cost Centre System Set Up In Two Days
A raw data file was imported into Excel and manipulated to create usable information. Templates were setup which allowed for micro control and then groupings were put in place where costs were matched to responsibilities.
Major Utilities Company - Cost Apportionment Model Implemented
As part of a team, I was solely responsible for ensuring cost model data agreed with the financial reporting. One to one lookups and group lookups ensured that both category subtotals and overall totals agreed.
Worldwide Energy Company - Target Cost Model Implemented
Working with an external service provider, an iterative bid process model was put in place. This ensured a fair tendering process and allowed for constant revisions during each stage. The model allowed for quickly eliminating bids outside of norm and to drive focus on high profile cost lines.
Major Telecoms Company - Manufacturer Cost Credits Model Implemented
Retrospective rebates were matched with handset portfolio, to allow greater clarity between the pricing team and the financial accounting team. With greater understanding of the internal process, the external auditors were able to save a day on their analytical review.
Book Writing Project – Excel Template to Define Structure and Content
From attending a book writing bootcamp, the layout and structure for creating a book was converted into an Excel model. This was developed to ensure each chapter contained relevant content and that book writing could incorporate a flexible and a rigid approach.
Media Company – 150,000 lines of banking data analysed in Excel
A large mis-match in the banking sub-ledgers was solved by analayising 150,000 lines of transactions in Excel. Using an ITERATIVE process, Excel groupings and Pivot Analysis led to changes in narrative in the accounting system which then allowed for a full reconciliation to occur.
Public Sector Body - Cross Functional Analysis Saves 2 days of reporting time
In a radical departure from existing practice, 2 days of a 3 day reporting process were saved. A process that involved updating 30 separate Excel tabs was turned into use of two tabs. One tab had a one-off import of system data. The second (easily manipulated reporting) tab - was entirely driven off that data.
