Automation Projects
Mass Report & Dashboard Generation (HDFC Bank)
Problem: Manual MIS and dashboard preparation was consuming hours each cycle.
Solution: Built an advanced Excel automation tool that consolidated multiple datasets and generated management dashboards and reports in minutes.
Impact: Streamlined reporting cycles and improved decision-making speed.
Automated Tax Liability Reconciliation (Grant Thornton Uganda)
Problem: Complex tax waivers and penalties needed accurate allocation across cases.
Solution: Developed a macro-based reconciliation utility that automated allocations with audit-ready outputs.
Impact: Reduced reconciliation time drastically and improved compliance accuracy.
🟦 Audit Projects
System Audit (UBI Employee Credit Society)
Problem: Required a detailed IT system audit to ensure security and operational controls.
Solution: Conducted a full audit covering infrastructure, governance, and user access.
Impact: Identified key risks and helped strengthen compliance posture.
Cybersecurity & System Audits (Brokers & Intermediaries)
Problem: Brokers needed to comply with SEBI/exchange mandates but lacked readiness.
Solution: Delivered both system audits and CSCR pre-audit consulting (policy reviews, technical gap analysis).
Impact: Enabled smooth regulatory compliance and reduced audit remarks.
Consulting Projects
Ventura PMS Inspection Process
Problem: SEBI-mandated PMS inspection reports required manual uploads with inconsistent formats.
Solution: Standardized the reporting process with structured templates and validation tools.
Impact: Simplified SEBI compliance reporting and reduced errors.
Back Office Processing (SME Client)
Problem: In-house teams struggled with repetitive Excel-based tasks.
Solution: Took over process execution with automation support.
Impact: Freed internal capacity for client-facing work while ensuring output reliability.