Selected work / 01 · NVPCA
Making monthly reporting move faster
An automated Excel financial model changed a five-day monthly reporting process into a one-hour process, according to Jonathan's established career records.
The work
Make recurring reporting more repeatable.
At NVPCA, Jonathan's work crossed accounting, financial processes, and business intelligence. The monthly financial report was a recurring workflow with a documented five-day turnaround before the automated model.
The approach
Build the model around the reporting need.
He developed an automated Excel financial model as part of broader hands-on reporting work. His NVPCA reporting toolkit also included PivotTables, PivotCharts, Power Query, Power BI, and Tableau for financial, operational, and state-level reporting.
The documented result
Five days became one hour.
Career source materials report that monthly reporting time fell from five days to one hour through the Excel model. No annual savings figure or separate Lean Six Sigma attribution is claimed here.