Reconciliation Dashboard
Client: Confidential
Built an interactive reconciliation dashboard that enables operations teams to efficiently review and reconcile large-scale cash positions across securities, portfolios, and currencies.
Problem
Financial operations teams were relying on fragmented tools and manual processes to reconcile cash positions. This made it difficult to track discrepancies, slowed down daily workflows, and increased the risk of human error—especially at the scale of multi-billion dollar assets.
Solution
Developed a centralized, user-friendly dashboard that brings all reconciliation data into one place. The system allows teams to quickly identify mismatches, drill into transaction details, and take action with confidence. By streamlining the workflow and reducing manual steps, the tool significantly cut reconciliation time and improved accuracy.
