Financial Reporting Archives

Tag Archive for: Financial Reporting

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 […]

3 Excel Functions Every Strategic Finance Team Should Master

May 20, 2025/by Sarah Schlott

Let’s skip the pleasantries. If you’re in strategic finance and still fumbling around with basic formulas, you’re wasting time, missing insights, and burning credibility. I’ve seen it firsthand: high-performing FP&A teams with broken models, inconsistent logic, and bloated files that barely run. The fix? It’s not another dashboarding tool or AI-powered platform. It’s mastering the […]