Problem
Publicly traded construction company needed high-accuracy, audit-ready balance sheet reporting based on cyclical feeds of financial data.
Results
What began as an exercise in lowest-cost audit compliance was transformed into a source of actionable risk management insight, leading to millions of dollars of savings in self-insurance costs.
Actions
I worked with client’s risk management team to understand data needs and operational constraints. I met with data providers to better understand inputs and engaged with external auditors to clarify deliverable requirements. I built sustainable data pipelines to deliverable specs. I implemented built-in error checking and validation steps and educated risk management team. I prepared visualization flows to surface high-impact business insights, and stewarded internal and external review processes to completion.