Tag Archive for: Risk reduction

How to Build an Audit-Friendly Financial Data Pipeline with Excel Power Query

/by

Let’s start with a truth no one likes to say out loud: audits don’t fail because the numbers were wrong. They fail because no one can prove they were right. I’ve seen it too many times. You’ve got a perfectly accurate board deck. A forecast that matches actuals to the penny. But when the auditors […]

Read more

10 Common Financial Reporting Tasks You Can Streamline with Power Query

/by

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 […]

Read more
© Copyright - Sarah Schlott