I will automate your month end financial reporting with python and excel

Guilherme T.

Brazil

I speak Portuguese, English

Finance data analyst

I help finance teams without a data team close faster and trust their numbers. I turn accounting exports into validated month-end reporting packs and budget vs actual dashboards, built in Python, SQL ...
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About this Gig

Still rebuilding the monthly report by hand from accounting exports?


I build a Python and SQL pipeline that turns your CSV or Excel exports (QuickBooks, Xero, NetSuite, Business Central or any other system) into a validated reporting pack in Excel, in one command.


WHAT YOU GET

  • Accounts mapped to your reporting lines, in a mapping file you can edit in Excel
  • Data checks before any number reaches the report: unbalanced journals, duplicates, unmapped accounts and missing departments, each pointing to the file and line
  • P&L and budget vs actual for the month and year to date; multi-entity and multi-currency on Standard and Premium
  • A draft variance commentary built from reconciled numbers (Premium)
  • Full source code, a run guide and a recorded walkthrough

WHY ME

3+ years building FP&A and controllership data inside finance teams, plus a BSc in Computer Science. I speak finance and code.


Please message me a sample export before ordering so we can confirm the right package.


Case study with demo data: guilhermelt-22.github.io/data-portfolio

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automate your month end financial reporting with python and excel
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automate your month end financial reporting with python and excel
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automate your month end financial reporting with python and excelautomate your month end financial reporting with python and excelautomate your month end financial reporting with python and excel

Technology:

Excel

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Python

•

VBA

Expertise:

Data manipulation

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Data validation

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ETL

•

Transformation

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