Google Apps Scripts Automations for Financial Analysts

Transformed a time-intensive grant workflow into an efficient and accurate process by architecting and deploying over 45 custom scripts.

Role

Financial Analyst

Industry

Google App Scripts

Scope

Efficiency through automation for a tedious and time taking task

The existing process for preparing Title Grant submissions was a significant operational bottleneck. It relied on extensive manual labor across dozens of Google Sheets, including:

Tedious Formatting: Manually applying specific formats and formulas to each sheet individually.
Error-Prone Validation: Conducting manual cross-checks and data validation, which was time-consuming and susceptible to human error.
Cumbersome Exports: A slow, repetitive process of individually exporting each required report into a PDF format for submission.

This workflow would take several days to complete for each grant cycle, consuming valuable resources and carrying a high risk of inconsistencies.

The existing process for preparing Title Grant submissions was a significant operational bottleneck. It relied on extensive manual labor across dozens of Google Sheets, including:

Tedious Formatting: Manually applying specific formats and formulas to each sheet individually.
Error-Prone Validation: Conducting manual cross-checks and data validation, which was time-consuming and susceptible to human error.
Cumbersome Exports: A slow, repetitive process of individually exporting each required report into a PDF format for submission.

This workflow would take several days to complete for each grant cycle, consuming valuable resources and carrying a high risk of inconsistencies.

To solve these issues, I engineered a robust suite of interconnected Google App Scripts that automated the entire workflow from start to finish. The solution provided a simple, user-friendly custom menu directly within Google Sheets to trigger complex actions.

Key features included:

One-Click Formatting: A powerful script that instantly applies all required custom formats, complex formulas, and data structures to every sheet in the workbook in a single go.
Intelligent Data Validation: Automated scripts that perform cross-sheet checks to validate data integrity, flagging potential inconsistencies for review before they become critical issues.
Bulk PDF Generation: A streamlined export function that programmatically generates, names, and organizes all necessary submission documents into finalized PDFs, saving them to a designated Google Drive folder.

The implementation of this automation solution yielded transformative results for the grant submission process.

Drastic Time Reduction: Compressed a workflow that previously took several days of manual labor into an efficient, automated sequence that runs in a fraction of the time.
Enhanced Accuracy: Eliminated the risk of manual data entry and formatting errors, ensuring consistent, reliable, and professional-grade submissions every time.
A Repeatable Process: Created a robust, one-click solution that turned a complex task into a simple, repeatable process for all future grant cycles.

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