About me
I understand the business problem and the technical solution.
I'm not a generic agency selling websites and automations. I come from the business side: I've lived through the manual processes I now help eliminate.
Financial background
Financial risk and compliance manager in banking, with over 7 years of experience and the CEFA certification (Certified European Financial Analyst). I've worked in investment management and in control, reporting and risk analysis processes in environments where mistakes have a real cost.
Technical background
Automation with VBA, Power Query, Python and databases; dashboards in Power BI; full-stack development with Next.js and Firebase. I apply the same analytical rigor from banking to building digital tools.
How I connect both worlds
I come from the business side. I've lived through manual reports, repetitive controls and spreadsheets that break with one mistyped value. I know which process is worth automating and which isn't.
I speak the language of risk. In banking, a reporting error has real consequences. I apply that same rigor to every automation: traceability, error control and verifiable data.
I build the solution myself. I don't translate your need to an external technical team: I understand it and implement it directly, end to end.
Real cases (anonymized)
Corporate finance
Unified reporting for management
The problem
Every department submitted data in a different format. Management manually consolidated 6 Excel files each month — hours of work and a constant risk of error.
The solution
VBA macros with standardised templates per department. Each area fills in their sheet and the consolidated management report is generated automatically, with a consistent visual layout.
From ~4h monthly to automatic generation in minutes.
Financial sector
Automated letter generation and email dispatch
The problem
Sending personalised client communications meant drafting each letter by hand, saving PDFs in separate folders, and sending them one by one through Outlook.
The solution
A macro that, from a client database and Word templates, generated PDFs automatically, filed them in the correct path with a centralised log, and sent them via Outlook in a single process.
A batch of 50 letters went from half a day's work to under 10 minutes.
Banking
External accounting entries for collateral operations
The problem
Batch cycles in the management system interrupted real-time accounting of collateral operations, creating mismatches that required manual reconciliation.
The solution
An external Excel/VBA system that captured and recorded collateral accounting entries outside the batch cycle, ensuring full traceability without depending on the main system's processing windows.
Zero registration interruptions. Manual reconciliation eliminated.
Asset management
Operations aggregator for third-party files
The problem
Third parties sent operations files in different formats and structures. Before uploading them to the management system, someone manually reorganised them into the required format.
The solution
An aggregator macro that read the various input formats, validated and transformed the data, and produced the standard file ready to import directly into the management system.
Operations loading from ~1h manual work to under 5 minutes, with no formatting errors.
Investment management
Financial asset screening tool
The problem
Asset screening was done manually: downloading data from Bloomberg and Morningstar separately, combining them across different sheets and applying criteria by eye. The process was slow, hard to reproduce and prone to omissions.
The solution
A macro that automatically aggregates data from multiple information providers, applies a configurable scoring model across assets and generates a structured, visual output with the top candidates according to the defined criteria.
Reproducible and traceable screening process. Analysis time cut to a fraction of the original.
Investment banking
File generation for regulatory reporting
The problem
Monthly regulatory reporting required consolidating data from multiple sources and databases, transforming it into the official format required by the supervisory authority and verifying its integrity before submission. Everything was done manually, with risk of error and tight deadlines.
The solution
A macro that collects information from all internal sources, applies the required transformations and validations, and automatically generates the files in the official format, ready to submit to the regulatory authority.
Regulatory reporting without manual intervention. Zero formatting errors in submissions.
Want to see if I can help you too?
Tell me about your case in a free 30-minute audit.