Finance Data Platform Build
Finance function scaled to 3× original size - without a proportional increase in manual overhead
A large, ASX-listed financial services group encompassing asset management, investment banking, lending, and operational businesses had a fundamental challenge: their finance team's data infrastructure had not kept pace with the group's rapid growth and complexity. With activity spread across diverse business units and multiple source systems, finance staff were spending significant time on manual data handling rather than analysis and insight.
I designed and built a finance data platform using Microsoft Azure - SQL Server, Logic Apps, Function Apps, and Data Factory - capable of ingesting, transforming, and surfacing data from across the group in a reliable, structured form. Alongside the platform, I delivered a suite of operational automations: bank data consolidation and reporting, automated journal pre-verification and booking, master data approval workflows, and an alert system for system and data anomalies.
The result was a step-change in the finance team's capability. Automated month-end processes for T&E, cash, FX revaluation, and consolidation significantly reduced manual close workload. Critically, the platform provided the infrastructure for the finance function to scale - growing to three times its original size and transitioning from a centralised team to a distributed model across multiple business units - without a proportional increase in manual data handling or coordination overhead.
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Let's talk about where your business is today and what it could look like with the right processes and tools in place.
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