I will automate financial reports, budget models, and database reporting

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Jennifer D

About this gig

Automate Financial Reports, Budget Models & Database Reporting


Manual data entry, broken formulas, and slow month-end closes waste valuable time. As a financial database and reporting specialist, I automate complex budget models, financial consolidation pipelines, and recurring management reports.


What I Automate & Build:

* Financial Report Automation: Automated P&L, balance sheets, cash flow, and variance analysis.

* Budget & Forecasting Models: Multi-department budgeting templates with dynamic driver-based logic.

* Database Reporting Integration: Connect reporting layers directly to SQL Server, PostgreSQL, Access, or ERP systems.

* Month-End Close Systems: Automated reconciliation routines, data validation scripts, and audit trails.


Supported Tools & Platforms:

* SQL / Database Stored Procedures & Views

* Excel / VBA / Power Query / Power BI

* ERP & Financial System Data Extraction


Deliverables:

* Fully automated reporting templates or dashboard builds

* SQL queries, views, or data pipeline scripts

* Step-by-step user documentation


Eliminate manual reporting errors and speed up your close processmessage me before ordering!

Get to know Jennifer D

Jennifer D

Legacy Database Modernization Consultant

5.0(4)
  • FromUnited States
  • Member sinceJul 2019
  • Last delivery4 months
  • Languages

    English
Legacy Database Consultant specializing in Microsoft Access modernization, SQL Server and PostgreSQL migrations, reporting automation, and business intelligence solutions. For 25+ years, I've helped organizations modernize aging databases, automate reporting, and uncover the truth hidden within operational and financial data. Experience includes healthcare, payroll, billing, ERP, and financial reporting systems. Helping clients move from disconnected systems and manual spreadsheets to trusted, scalable reporting environments.

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