Improving Financial Reporting for a Financial Services Firm

Industry: Financial Services

Goal: The financial services firm needed to improve the accuracy and timeliness of its financial reporting processes to support strategic decision-making.

Strategy and Execution: We automated the financial reporting process by developing ETL workflows to integrate data from various sources into a unified data warehouse. This centralized data repository provided a single source of truth for financial reporting.

Framework: SQL for data integration and transformation, Talend for ETL processes, and Microstrategy for financial reporting and dashboards.

Business Impact: Automation of the financial reporting process reduced the reporting cycle time by 50% and improved the accuracy of financial reports. This enhancement enabled timely and informed decision-making, supporting the firm’s strategic objectives.