Andriy S.

I help CFOs, controllers, and accounting teams automate recurring Excel-heavy finance workflows without replacing their ERP. Typical projects include: • Automated month-end close and reconciliation workbooks • Management reporting packs • Multi-entity consolidation and account mapping • Budget vs. actual and variance reporting • GL, bank, AP, AR, and credit card data preparation • Validation checks, exception reporting, and approval workflows • AI-assisted finance workflows with human review and clear controls What you receive: • A working automation — not just recommendations or slides • Clearly structured inputs, mappings, validations, and exceptions • A client-ready output that can be refreshed each month • Documentation, handoff, and post-delivery support I also provide white-label delivery support for fractional CFOs and accounting firms. Your brand remains client-facing, you retain the client relationship, and I work behind the scenes to build the reporting and automation layer. Best fit: recurring finance workflows using QuickBooks, Excel, CSV, bank, accounting, or operational exports. To assess your workflow, send me: One anonymized input sample An example of the required output How often the process repeats Approximately how much time it currently takes We can start with one controlled workflow, prove the time savings, and expand only where it makes financial sense.