When reports take hours and margins are hard to explain, you need figures you can work with. Together, we trace the causes and build a basis for your next decision, with clear reports, traceable costs and connected data.
Reports arrive late, margins remain unclear or data sits in separate systems? Choose the situation closest to yours and see what a useful first step could look like.
If your team spends more time preparing figures than reading them, the reporting process needs a closer look. We identify steps to simplify, definitions to agree and controls to retain.
If you do not know where to intervene, a focused assessment clarifies the current situation, priorities and work involved.
If the need is clear, agree the model, report or connection between systems to build and verify together.
If your team lacks time or capacity, I can help with day-to-day work through ongoing support or interim controlling.
Sales are rising but margins are falling. Files disagree. Reports arrive late. Find the problem you recognise and see how you could address it.
See which customers, products or costs are putting pressure on the result.
See when cash is needed, when it is expected and what remains uncertain.
Spend the meeting on results, without rebuilding the same files beforehand.
Compare plans and results without chasing versions and assumptions.
Check balances and reports before relying on the new system.
Find out why the report has stopped updating and what needs fixing.
Data that will not connect, costs that are hard to explain and reports that need rebuilding. Four active projects in 2026 and one completed pharmaceutical engagement show the work undertaken and the steps still ahead.
Financial figures and cash flow across several companies.
Connect accounting, costs and profitability.
Read finance, project and timesheet data together.
Compare sales and margins across systems.
Understand and maintain sales and cost-centre reports.
A project needs to move forward, a report needs fixing or a planning process needs setting up. Working alongside your team and your partners.
When a project needs both finance knowledge and technical work, the consulting team needs help across the two. This collaboration covers data preparation, reports and system connections in Microsoft Fabric and Power BI.
A report is working again after a Power BI gateway configuration issue was resolved.
From source data to the report: practical support when your team needs to connect the numbers and the tools.
ACTIVE COLLABORATIONAn international events business needs a planning process it can use again in future periods. A finance-planning solution is being prepared around Power BI and its existing planning application.
Current stage: agreeing the process with finance and IT, and preparing system access.
The aim is to reuse the process in later planning cycles. The collaboration is at the initial setup stage.
ACTIVE COLLABORATION · INITIAL SETUP
Explore the networkIf preparing reports keeps your team busy, explore the effort involved. Adjust the hours, cost and potentially recoverable time using your own assumptions.
An illustrative scenario based on your inputs. Potentially available time is valued at the cost you enter. This is not a savings forecast.
Find the steps worth reviewingCash, margins, reports or systems: start with what stops you understanding the result or completing the work. That determines the change to make and the tools to use.
If planning, cash flow or month-end leave questions open, your team needs an agreed view of the figures. Support can cover budgets, forecasts, cash flow and variance analysis, through to interim controlling.
Entering invoices, preparing reports, searching for data: your team needs time back. You also need control over confidential information. With sovereign AI, the models run on your company’s infrastructure. You decide which data and systems an assistant can access.
Before investing, you want to know whether AI will help. My local AI experiments with finding information in source documents and preparing reports give us a starting point. We test the value on a task your team actually does.
Four everyday problems an internal assistant could help with. We choose one task and test its value in a focused pilot.
“Prepare these invoices for review.”
A bookkeeping assistant prepares details from invoices you give it access to and suggests accounts and cost centres using your rules. Your team gets a review queue with possible duplicates and missing information flagged, and approves entries before posting.
Less manual entry. More attention to exceptions.
“Why is margin falling when sales are growing?”
Your controlling assistant compares actuals and budget from approved reports and drafts commentary on variances by product or cost centre. You can trace the figures; your controller checks the calculations and adds the business context.
Less time preparing reports. More time making decisions.
“Why did last night’s pipeline fail?”
Your data engineer gets a first diagnosis from approved error logs and data structures, alongside a proposed SQL or PySpark fix and checks to run. Your team reviews and tests the code before putting it into use.
Less time searching logs. A proposed fix ready to test.
“Which products are eroding our margin?”
Ask your data analysis assistant for a breakdown by product, customer or period. It prepares the analysis using approved data and agreed metric definitions. Your analyst can check the answer against visible sources, filters and calculations.
From a question to a reviewable analysis, without starting from scratch.
One useful workflow → a prototype on your infrastructure → compare quality, time required and reviewer effort with your current process.
If your finance team’s needs get lost on the way into the systems, you need someone who can follow both sides of the work: from the question behind the figures to the technical details.
I’m Simon Milos Karrenberg. I have worked in finance since 2014, with experience in international companies and now in independent consulting. I support your team with controlling, reporting and systems work. Based in Bolzano, working in English, German and Italian.
Describe what happens today, the problem you want to address and the result you need. From there, we can work out whether and how to work together.
Clarify the first stepsimon@karrenberg.itOr call me+39 346 378 1744