Is Your Team Losing Time to These?
Manual Data Entry
Copy-pasting between systems that should communicate automatically
Repetitive Reporting
Rebuilding the same reports from scratch every week or month
Process Chaos
Chasing information that should be tracked automatically
Error Fixing
Hunting down spreadsheet mistakes that shouldn't exist
Time Black Holes
Watching hours vanish into "simple" administrative tasks
Scaling Bottlenecks
Hiring more people to do work that software should handle
Who This Is For
Operations Managers
Drowning in manual reports and reconciliations that eat your whole week
Finance Teams
Still copy-pasting between systems that should talk to each other
Startup Founders
Scaling fast but processes haven't caught up with growth
Data & Analytics Leads
Spending more time cleaning data than actually analyzing it
Department Heads
Hiring more people for work that software should handle
IT & Process Owners
Know automation is the answer but need expert implementation
Services & Pricing
Every engagement delivers something tangible. Pick the level that fits.
Workflow Diagnostic
Deep-dive into one specific workflow. You get a written report with bottleneck map, automation feasibility, and estimated ROI.
- End-to-end workflow analysis
- Bottleneck & inefficiency map
- Automation feasibility assessment
- ROI estimate with projected savings
- Actionable next steps
Automation Sprint
Full build of one automated workflow — from design through deployment. Includes documentation and team training.
- Discovery & requirements gathering
- Custom automation build
- Testing & validation
- Documentation & team training
- 30 days post-launch support
Process Overhaul
Full operations audit plus multi-workflow automation. End-to-end transformation for teams ready to go all in.
- Comprehensive operations audit
- Multi-workflow automation build
- Prioritized automation roadmap
- Full deployment & training
- 90 days priority support
Ongoing Partnership
Dedicated monthly hours for continuous optimization — new automations, maintenance, and enhancements as your needs evolve.
- Dedicated monthly automation hours
- New builds & enhancements
- Maintenance & monitoring
- Priority response SLA
- Monthly progress reports
How It Works
Book a Free Call
15 minutes to understand your biggest time drains and see if automation can help
Get Your Plan
I map your workflows, find the bottlenecks, and build a custom automation roadmap
Reclaim Your Time
Automated solutions go live, your team gets hours back every single week
How Much Are You Losing?
My Promise: You'll Walk Away with Value
The 15-minute call is completely free. If I can't identify at least one process worth automating in your business, I'll tell you straight. And if the engagement doesn't uncover enough savings to pay for itself within 6 months, I'll refund the difference. No fine print.
📌 Real Result from a Financial Services Team
Before: 5 people spending 3+ hours each week manually reconciling trade data across three systems — roughly $2,500/month in lost productivity.
After: Automated the entire process with VBA and Power Automate. Now it runs overnight. 15+ hours saved every week (~$3,000/month recovered). Zero errors. Team refocused on actual analysis.
- ❌ Copy-pasting across 3 systems
- ❌ 5 people checking spreadsheets
- ❌ Errors found days too late
- ❌ Team stuck on busywork
- ✅ Runs automatically overnight
- ✅ 15+ hours saved every week
- ✅ Zero manual errors
- ✅ Team focused on real work
Real Results, Real Teams
Case Studies
Detailed breakdowns of real automation projects and their impact.
Trade Reconciliation Automation
Eliminated overnight manual reconciliation across three disconnected systems
A team of 5 analysts spent 3+ hours each day manually copying trade data between their core banking system, a risk platform, and Excel spreadsheets. Data mismatches were caught days late, causing costly reconciliation breaks and audit flags.
Built an end-to-end automated pipeline that extracts data from all three systems overnight, reconciles positions, flags exceptions automatically, and delivers a clean summary report by 7am. The team now only reviews flagged exceptions.
Month-End Close Acceleration
Reduced a 5-day close cycle to under 24 hours with automated data consolidation
Month-end financial close required manually consolidating data from 4 separate spreadsheets maintained by different departments. Each handoff introduced delays and version conflicts. The process took 5 full business days every month.
Designed an Alteryx pipeline that automatically pulls data from all sources, validates it against business rules, consolidates into a single ledger, and outputs formatted reports ready for review. One person now oversees the entire process.
Client Reporting Pipeline
Replaced a 3-person weekly reporting process with a fully automated workflow
Three analysts spent every Friday building weekly client reports by pulling data from SAP, formatting in Excel, and distributing via email. The process was error-prone, with formatting inconsistencies and occasional wrong data sent to clients.
Created a Power Automate + VBA workflow that extracts SAP data on schedule, populates branded Excel templates, runs validation checks, and emails each client their customized report automatically. Errors dropped to zero.
Invoice Validation & Processing
Automated invoice spot-checks that were catching errors too late in the cycle
Invoice data was manually spot-checked by a team member before submission. Human error meant roughly 8% of invoices contained discrepancies — wrong amounts, duplicate entries, or mismatched PO numbers — caught only during audit cycles weeks later.
Built Python validation scripts that automatically cross-reference every invoice against purchase orders, flag duplicates, verify amounts, and generate an exception report in real-time. Issues are caught before submission, not after.
What Clients Say
"Anas built us a Power BI dashboard connected to our SQL database that replaced 2 days of manual Excel reporting. It now refreshes automatically every morning. The ROI paid for itself in the first month."
"We had 3 people copy-pasting data between SAP and Excel every week. Anas built a VBA + Power Automate workflow that does it all in 20 minutes. We redeployed the team to actual analysis work."
"The audit uncovered 12 processes we could automate — we didn't even realize half of them were bottlenecks. Anas delivered an Alteryx pipeline that cut our month-end close from 5 days to 1. Clear roadmap, zero guesswork."
Proven Track Record
Verify my background on LinkedIn
Diebold Nixdorf
Business Analyst — Process Automation
- Automated SAP data extraction using Power Automate & VBA
- Built end-to-end automation from requirements to deployment
- Used Alteryx to streamline invoice preparation across all clients
Citi
Vice President — Product Control Senior Manager
- Automated monthly valuation reports using VBA, KNIME, and Power BI
- Designed global workflow standards tracked via JIRA
- Cut report generation time while enhancing visual insights
J.P. Morgan
Senior Associate — Product Controller
- Improved reporting runtime by 70% through VBA automation
- Reduced P&L variances by 80% via enhanced processes
- Daily commodities reconciliations and market analysis
Société Générale
Valuation Analyst
- Independently revalued market activity portfolios
- Automated processes using Excel, VBA, and Python
- Built collaboration across Front Office, Operations, and IT
HSBC
Product Controller
- Reviewed P&L for flow interest rate products
- Analyzed derivatives across multiple asset classes
- Demonstrated strong option greeks knowledge
Technical Expertise
- Excel & VBA — Advanced formulas, macros, and custom business solutions
- Power Automate — Cloud-based workflow automation and system integration
- Python — Scripting, data pipelines, and process automation
- Power BI — Interactive dashboards and real-time visual reporting
- Alteryx — ETL pipelines and advanced data preparation
- SQL — Database queries, joins, and stored procedures
- Microsoft 365 — SharePoint, Teams, and Office automation
- APIs & Webhooks — System-to-system connectivity and data sync
- KNIME — Open-source analytics and workflow orchestration
- LLMs & Copilot — AI-assisted document processing and generation
- RPA — Robotic process automation for repetitive tasks
- Smart Workflows — Decision logic, routing, and intelligent triggers
- SAP — Data extraction, reporting, and process automation
- Bloomberg & Reuters — Market data feeds and financial analytics
- Access — Database management and custom business apps
- JIRA — Agile project tracking and sprint management
- Process Mapping — Visio, Lucidchart, and workflow documentation
- Change Management — Stakeholder alignment, training, and adoption
Frequently Asked Questions
Most clients see quick wins within 2-4 weeks of the initial audit. Simple automations (like report generation or data consolidation) can often be implemented immediately. More complex process overhauls typically take 6-12 weeks, but we always prioritize high-impact, fast-turnaround improvements first.
Not necessarily. Many automations can be built using tools you already have—Excel, VBA, and Power Automate (often included in Microsoft 365). For more advanced needs, we'll recommend cost-effective solutions based on your specific ROI. The goal is always to maximize value, not to sell you on expensive platforms.
Complex processes are my specialty. With 10+ years at major financial institutions (Citi, J.P. Morgan, HSBC), I've tackled everything from multi-system reconciliations to real-time derivatives reporting. If humans can do it repeatedly, there's a way to automate it—or at least make it dramatically more efficient.
Every automation includes built-in validation checks, error handling, and audit trails. I follow enterprise-grade best practices learned from heavily regulated financial environments. All solutions are thoroughly tested, and I can work within your existing security protocols and compliance requirements.
You get comprehensive documentation, user guides, and training for your team. Most solutions are designed to be low-maintenance, but I'm available for ongoing support, troubleshooting, and optimization as your needs evolve. Think of it as building systems that work for you, not systems that require constant babysitting.
Absolutely. I've successfully delivered projects for distributed teams across multiple time zones. All discovery, implementation, and training can be conducted remotely via video calls and screen sharing. Location is never a barrier to better processes.
Every automation I build includes error handling, logging, and clear alert notifications so you know immediately if something needs attention. Most issues are edge cases that are quickly resolved. I also provide documentation and training so your team can troubleshoot common scenarios independently. And I'm always available for support if something unexpected comes up.
Most clients see measurable time savings within 2-4 weeks. Quick wins like report automation or data consolidation often pay for themselves within the first month. For a $3,500 Automation Sprint, if your team saves just 10 hours per week at an average cost of $40/hour, that's $1,600/month recovered — meaning the project pays for itself in about 8 weeks, and then keeps saving you money every month after that.
After 10+ years streamlining operations at Citi, J.P. Morgan, HSBC, and Société Générale, I noticed the same pattern everywhere: talented people spending hours on work that machines should handle.
I started AthenaStream to fix that. I help teams identify their biggest time drains, build automation that actually works, and get back to the work that matters. No jargon, no unnecessary complexity — just measurable results.
"The most expensive thing in your business isn't your software or your payroll—it's the time you're losing to tasks that shouldn't exist."
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