SAP Financial Reporting Visibility
Improving reporting visibility from fragmented finance and opportunity data
Role
Finance & PMO Specialist
Duration
2023 – 2024
Tools & Methods
Power BI, Excel VBA, SAP
Overview & Context
Developed reporting systems for SAP data analysis across opportunity management, financials, and resource data.
The Challenge
Manual extraction of SAP data led to delayed financial reporting and inconsistent metrics.
Manual Excel exports taking days to clean and present.
The Approach
I built automated Excel/VBA workflows to pull, clean, consolidate, and structure SAP reporting data.
Extracting and cleaning data from SAP systems
Developing automated VBA pipelines for data consolidation
Designing Power BI dashboards for leadership
Solution & Impact
Developed a comprehensive Power BI dashboard reporting on opportunity status, sales, HR data, and financial performance.
What the Deliverables Looked Like
Finance tracking dashboard
SAP data extraction pipeline
| ID | Description | Owner | Status |
|---|---|---|---|
| REF-101 | Monthly data consolidation | Internal | Completed |
| REF-102 | Vendor alignment review | Internal | Pending |
| REF-103 | Monthly data consolidation | External | Completed |
| REF-104 | Vendor alignment review | Internal | Completed |
| REF-105 | Monthly data consolidation | Internal | Completed |
Opportunity matrix mockup
| ID | Description | Owner | Status |
|---|---|---|---|
| REF-101 | Monthly data consolidation | Internal | Completed |
| REF-102 | Vendor alignment review | Internal | Pending |
| REF-103 | Monthly data consolidation | External | Completed |
| REF-104 | Vendor alignment review | Internal | Completed |
| REF-105 | Monthly data consolidation | Internal | Completed |
The Aftermath
"Automated refreshable dashboards available to leadership instantly."
Key Outcomes
- Reduced manual reporting effort through clearer reporting structure
- Improved visibility across financial and opportunity tracking
- Provided real-time insights to delivery leads
By the Numbers
Key Learnings
Automation is only as good as the underlying data quality; investing time in data cleaning upfront pays off.
