Skip to content

Technology Stack

The tools behind controlled transformation.

Excel

  • Very advanced, daily user.
  • Use advanced formulas, Set and Lambda and dynamic array functions.
  • All advanced functionality such as Get Data and Power Query/Pivot.
  • Created interactive dashboards and analysis tables with slicer menus.
  • Cut Basel II capital calc from four hours to ten minutes via VBA.
  • Knows exactly where Excel ends and Power BI or SQL should begin.

Excel VBA

  • Automated many finance processes, including full month-end management accounts.
  • Built invoicing tool for the business with interactive form menus.
  • Advanced coding, including driver detection and using connection strings.
  • Maintains for legacy systems; knows when to migrate away.

Access VBA

  • Incorporating VBA, T-SQL and object models for external references.
  • All code included error handling and exception capturing.
  • Fully modularised, commented and documented code for maintenance and enhancement.

PowerPoint

  • Full Board reporting pack generation.
  • Guides for new ERP functionality and processes.
  • Staff onboarding training and basic ERP functionality.
  • Familiar with Power BI visual embedding and live data connections.

Word

  • Writing procedures and documenting processes for staff training.
  • Used Claude plugin for swift drafting based on templates.

Power Automate

  • Automate approvals, alerts and business workflows.
  • Connect Microsoft apps into repeatable processes.
  • Trigger actions from finance events and exceptions.
  • Full flow pattern: recurrence, HTTP, parse, filter, compose, send email.

Dataverse

  • Build structured business data models.
  • Create controlled tables, relationships and rules.
  • Support low-code finance applications.
  • Used as per-user data store in Copilot Studio news summary agent.
  • Understands Dataverse vs SharePoint vs SQL Server selection criteria.

Teams

  • Controlled the Finance team channel, configuring all aspects.
  • Built channels with Kanban charts for legal debtors cases, internal credit note requests, forms, notifications and tailored screens for subteams.
  • Ensured sharing was enabled while sensitive financial information stayed protected and controlled.
  • Understands Teams as delivery endpoint for Copilot Studio agent outputs.

SharePoint

  • Used SharePoint configuration to control Teams channels.
  • Trained users on SharePoint search when Teams search let them down.

Claude plugins for Office

  • Used Excel plugin for forecasting and FP&A workflows.
  • Combined Excel and PowerPoint plugins to create reporting layer from numerical analysis.