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Case Study

Consolidated financial reporting saves time and improves compliance

Home » Resources » Case Studies » Consolidated financial reporting saves time and improves compliance

Industry

,

Function

Topic

,

Results

Better

Increased data accuracy

Speed

Improved SLAs

Scale

Prioritization of staff to higher-value activities

Company Profile

Global proprietary quantitative trading firm, commits its own capital across financial markets worldwide using purpose-built high-performance, low-latency trading technology. Traders, quants, developers, and systems engineers collaborate to develop and execute strategies across equities, options, futures, and other financial instruments globally.

Challenge

Time intensive reporting process:

For each subsidiary of the asset management firm, the parent finance team generates compliance reports consolidated into a master package. This involved downloading and validating intercompany balances, creating report summaries for journal entries, formatting and adjusting the data as needed then creating management reports.

This high-touch process was time-consuming and error-prone. Finance leadership wanted a solution to accurately and consistently generate the consolidated report package.

Solution

Time saving reporting solution:

The WonderBotz ReportBotz+ solution connects to back-office systems, quickly retrieves the required reporting data, and generates all the necessary reports and journal entry files. The solution uses externalized business rules to validate and format the data before consolidating the results into the master report package document. Once processing is complete, it notifies the team that the file is ready for retrieval or alerts the team to follow up on any exceptions.

The solution improved data accuracy, improved adherence to SLAs, and allowed for the prioritization of staff to higher-value activities.

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