Catch spreadsheet breakage before it becomes a financial statement problem
A control workflow for mission-critical spreadsheets with versioning, input validation, formula checks, change logs, and reviewer sign-off. Because one broken VLOOKUP should not blow up your close.
Create a skill called "Spreadsheet Risk Gatekeeper". For a configured set of accounting spreadsheets: - Validate the file structure against a golden template - Detect formula changes, broken links, and suspicious edits - Run tie-out tests such as totals matching and control-account reconciliations - Produce a risk report and a versioned, locked close-ready copy - Require reviewer sign-off and archive the signed artifact Ask me for the list of spreadsheets and the required tie-outs per file type.
Mission-critical spreadsheets are easy to break and hard to audit.
This recipe adds structure, validation, and sign-off to the spreadsheets that matter most.
Close faster by making reconciliations exception-driven, not spreadsheet-driven
A standardized reconciliation workflow that pulls source data, proposes matches, isolates exceptions, and produces an audit-ready reconciliation pack for review and sign-off.
Consolidate faster with systematic mapping and intercompany controls
A consolidation workflow that standardizes chart-of-accounts mapping, intercompany matching, and elimination entry generation. Produces a consolidated trial balance and reporting package without the usual spreadsheet stitching and intercompany fire drills.
Stop buying the story at the worst possible moment
A pre-trade friction layer for hype-driven buying. Forces thesis clarity, position sizing limits, and a written reason before entering a hot name.
One doc to find anything on campus
Every campus has a dozen portals, three login systems, and zero documentation about which one does what. This skill builds a personal dashboard with every link you need, a monthly admin checklist, and a help map so you know which office fixes which problem.