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Tag Archive for: Automation

2025: How FP&A Teams Are Winning the Seat at the Strategic Table

June 13, 2025/by Sarah Schlott

I’ve been in finance long enough to remember when FP&A was the last to be invited to the big meetings—if we were invited at all. We were the spreadsheet people. The ones who showed up late in the process to confirm what everyone else already decided. That version of FP&A is dying. And in 2025, […]

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10 Common Financial Reporting Tasks You Can Streamline with Power Query

May 31, 2025/by Sarah Schlott

Here’s a hard truth they don’t tell you in finance onboarding: most “financial reporting” is glorified janitorial work. You know the drill. Dump the GL. Copy and paste into five different workbooks. Filter out the junk rows. Reformat dates. Fix that one column that always comes in as text instead of numbers. Then pray your […]

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5 Ways Excel Power Query Can Automate Your Financial Data Prep

May 26, 2025/by Sarah Schlott

Let me start with a confession: I’ve burned more hours on manual data cleanup than I care to admit. The kind of hours that feel like you’re trapped in a Kafka short story—endlessly copying, pasting, sorting, and cross-checking a mess of numbers that don’t want to behave. The irony? Most of this work is invisible. […]

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5 Hidden Costs of Manual Reporting—and How to Eliminate Them Fast

May 24, 2025/by Sarah Schlott

Let me start with a simple truth that finance teams rarely say out loud: most reporting processes aren’t strategic. They’re reactive, redundant, and riddled with risk. And yet, we keep clinging to them like a CFO to their last clean version of Excel. I’ve worked across startups, mid-market firms, and corporate mazes. The pattern never […]

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