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Automated Financial Reconciliation Engine

What I Built: A C# application that automates bank statement reconciliation, eliminating manual data entry.

Key Skills Demonstrated

• Software development (C# .NET—transferable to Python)
• Process automation & workflow optimization
• Complex business logic implementation
• Data processing (Excel consolidation & transformation)

The Problem & Solution

Problem: Finance teams spent hours manually matching bank statements line-by-line against accounting system exports—error-prone and inefficient.

Solution: Built an automated tool with smart matching logic that:

1. Reads Bank Statement + Blackbaud exports (Excel).
2. Performs multi-stage matching that mimics an accountant's thinking:
   • Removes reversals that net to zero.
   • Links simple pairs (e.g., check numbers).
   • Finds grouped transactions (one deposit = multiple entries).
   • Validates using business rules.
3. Outputs a Reconciliation Summary showing match status for every transaction.

Business Impact

• Before: Multi-hour manual process
• After: 5-minute exception review
• Value: Eliminated repetitive work, reduced errors, and freed the finance team for strategic analysis.

Why This Matters

• Process automation & efficiency improvement
• Development skills (C# → Python)
• Turned messy data into clear insights
• Direct operational impact for stakeholders