Automated Financial BI & Reporting System

Automated Financial BI & Reporting System.

Role

Technical Project Manager / Lead Developer

Tech Stack & Methodology

Google Apps Script, REST APIs, Custom HTML/CSS, Iterative Prototyping

Project Timeline

Jul 2026 – Aug 2026

Team Composition

1 Tech Lead, 1 Financial Analyst, 1 Business Stakeholder

Executive Summary

Developed and deployed an automated, end-to-end financial reporting system that consolidates banking data into interactive, customized weekly statements. Replaced manual spreadsheet tracking with a resilient, cloud-driven workflow.

Automated Financial BI & Reporting System

The Challenge & Architecture

Financial stakeholders were spending over 15 hours weekly manually extracting and consolidating transaction data from multiple banking portals. I designed a secure, serverless workflow utilizing Google Apps Script to programmatically fetch, parse, and structure banking data. I built custom HTML templates to render the data into digestible, automated email reports distributed to executives every Monday morning.

Execution & Business Impact

Eliminated 100% of manual data entry, saving approximately 60 hours of administrative work per month and removing human error from the transcription process. The solution provided stakeholders with real-time visibility into cash flow, directly supporting faster, data-driven business decisions.

Automated Financial BI & Reporting System

Developed and deployed an automated, end-to-end financial reporting system that consolidates banking data into interactive, customized weekly statements. Replaced manual spreadsheet tracking with a resilient, cloud-driven workflow.