• Industry:
• Banking, Financial Services

Company Profile: A London-based British multinational banking and financial services company with a global footprint. Operating in over 70 countries, the company boasts a network comprising more than 1,200 branches and outlets.

• Department:
•  Finance

• Tool(s) Used:
• Microsoft Excel VB Programming (Macro)

Need for Automation:

In addressing a recurring monthly challenge, our Finance team at the British multinational banking and financial services company, headquartered in London, grapples with the generation of 23 cost center reports and over 20 individual reports during the first week. This manual process currently consumes 10 man-hours monthly. Additionally, there's a consistent requirement to update Year-to-Date (YTD) spending figures. Quarterly, adjustments become necessary in the consolidated cost center report, posing the risk of duplicate paste errors and other human-prone mistakes, demanding subsequent reconciliation efforts.

Recognizing the inefficiencies and potential errors in this workflow, there is a critical need for automation. By utilizing Microsoft Excel VB Programming (Macro), our objective is to streamline the monthly report generation, automate YTD figure updates, and improve the accuracy and efficiency of quarterly estimate adjustments. This automation initiative is strategically crafted to save time, minimize errors, and enhance the overall integrity of our financial reporting processes.

Join our 10-day online session and learn how to automate your Excel reports and processes using VBA Programming. No prior programming experience needed!.

Upcoming Schedule:

• Date:
• Sunday, July 11

• Time:
• 10:00 AM - 12:30 PM (ET)

• :

Ready to learn Excel VBA Macro?