Tailored Excel, Power BI and Looker Studio reporting — automated with Python and VBA — plus transaction-grade financial analysis for owners and investors. Built by a practitioner with 20+ years in banking operations, risk and controls.
Every engagement is scoped to your process and your data. No off-the-shelf templates, no seat licences to buy, no team to onboard.
Business, KPI, project-management, employee time-tracker and heatmap dashboards in Excel, Power BI or Looker Studio — then automated end-to-end so the monthly pack builds itself.
Sell-side readiness for founders and advisors: client-wise margin analysis, project-level profitability, timesheet and revenue reconciliation, and an investor data pack that stands up to questioning.
RCSA and Risk Control Matrix build-outs, cross-functional process mapping, and controls testing — Test of Design and Test of Effectiveness, including SOX-governed processes.
Lean Six Sigma-led re-engineering: value-stream mapping, waste identification, mistake-proofing and measurable cycle-time and cost reduction across back-office operations.
You work with me, not an account manager. Most engagements run four to eight weeks; retainers are available for recurring reporting cycles.
30 minutes on your reporting pain or transaction timeline. You leave with a view on what's fixable and what it takes — free.
Process walk-through, data sources mapped, output mocked up and signed off before a line of build happens. Fixed price from here.
Dashboard or analysis built, refresh and calculations automated in Python/VBA, tested against your real data.
Documentation, walkthrough and a support window. It's your asset — no lock-in, no licence dependency on me.
Twenty years of delivery across banking, financial services and technology — independently through The Ascentivity, and in senior roles before it.
Validated client-wise margins and project-level profitability, reconciled timesheet data underpinning the numbers, and strengthened the investor data pack through diligence.
Value-stream mapped ten critical import, export and guarantee processes as project lead over 18 weeks; built solutions for the highest-impact improvement opportunities.
Team lead for 2.5 years: assessed and documented Level-II/III processes, ran design and effectiveness testing including SOX, and owned KRI reporting against risk appetite.
Green Belt project automating volume allocation and reconciliation for a manual export-collections process, with mistake-proofing controls added to the payment workflow.
Programmes marked as prior-role work were delivered in senior positions at Genpact for clients including Synchrony Financial, GE Capital Americas and Citibank, before The Ascentivity was founded in 2016.
The Ascentivity is an independently owned advisory practice. I started it in 2016 after eighteen years inside banking operations, operational risk and process re-engineering — at Genpact, on programmes for Synchrony Financial, GE Capital Americas and Citibank, and before that in audit and accounting.
That background is the reason the reporting work lands. I've sat on the operations side of a month-end close, on the risk side of a controls test, and on the analysis side of a diligence room — so a dashboard I build reflects how the process actually runs, not how a template assumes it does.
Today the practice runs two lines: dashboards and reporting automation for finance and operations teams, and transaction-grade financial analysis for founders and advisors. I use AI-assisted development to shorten build cycles, which keeps bespoke work priced closer to off-the-shelf.
Send a two-line description of the problem. If it's something I can fix, you'll get a scope and a price. If it isn't, I'll say so.
Two lines is enough. I reply within one business day.