Toptal builds budgeting tool to improve financial planning for leading global investment bank.
An investment bank needed better visibility into budgeting and projected expenses to support financial planning. Toptal developed a structured budgeting solution to improve accuracy, control, and efficiency.
Client
A US-based investment banking firm improving budget forecasting and financial planning accuracy.
Employees
Revenue
Industry
Financial ServicesDelivered Services
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The lack of a standardized budgeting process limited visibility into future expenses and made it difficult to manage financial operations and support strategic decision-making.
Solution
Customized Budgeting Tool
Toptal built a user-friendly Excel-based budgeting tool that streamlined expense input and enabled seamless data uploads to Oracle via SmartForms.
Optimized Financial Modeling
Toptal applied advanced Excel techniques, including spill functions, to reduce complexity, improve performance, and ensure scalability as data volumes increased.
Outcome
Improved Financial Visibility
Clearer insight into projected expenses provided decision-makers with better data for improved planning and stronger financial oversight.
Stronger Forecasting
A structured budgeting framework improved forecasting accuracy and positioned the organization for sustained growth.
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