Helping credit teams move from manual workflows to a shared platform.
Financial-statement models, portfolio migration, and reporting automation inside a regulated credit-risk environment.
01 / Context
The problem
around the work.
The platform centralised financial spreading and statement analysis for wholesale credit risk. Specialised portfolios needed to move onto shared data models while credit officers continued their day-to-day analysis.
What made it interesting
Correctness and trust mattered alongside adoption. Different portfolio structures had to be represented in financial-statement models, and reporting changes had to preserve the output credit teams needed.
02 / Decisions & approach
How the work
took shape.
Understand the financial workflow
Worked closely with credit officers to resolve product, onboarding, and feature questions. Used that understanding to support financial-statement data models for specialised portfolios.
Automate the repeated reporting work
Analysed issues in portfolio-level reporting and built a VBA workflow to reduce the manual processing involved while preserving the required reporting format.
Support the move and the release
Partnered with technology and credit teams on portfolio migration. Performed product and feature testing for monthly Agile releases and helped develop KPI and regulatory reports.
03 / Outcome & evidence
What came
out of it.
Built a reporting automation that reduced manual effort by approximately 90%, using a conservative figure. Also supported portfolio migration, platform adoption, and ongoing releases.
The résumés and LinkedIn profile corroborate the VBA automation, financial-data modelling, migration work, credit-officer support, and release testing.
04 / Reflection
What stays
with me.
This experience made accuracy and trust concrete: product decisions in financial systems affect downstream analysis, operations, and the people relying on the output.
About the source material
Product and Finance résumés, LinkedIn profile, and career narrative. No bank screenshots or proprietary records are reproduced.