Excel Cleanup Checklist for FP&A Models
Key sections:
- Inputs/outputs structure
- Link hygiene
- Controls
- Documentation
A practical framework for auditing and stabilizing high-impact FP&A workbooks before they become liabilities.
Short, practical notes on spreadsheet reliability, consolidation workflows, and finance datasets for BI. (No weekly cadence required.)
Reducing Close-Cycle Spreadsheet Risk Without New Systems
Key sections:
- Quick wins
- Tie-out checks
- Pack automation
- Handoff habits
Fast, practical improvements to reduce manual rework and close-cycle bottlenecks using tools you already have.
Consolidation Mapping Pitfalls: CoA and Entity Rollups
Key sections:
- Mapping governance
- Common misalignments
- Reconciliation
How to set up and maintain reliable consolidation logic when CoA changes or entities are added.