Problem: Finance teams faced fragmented financial data spread across branches and reporting
tools, making it difficult to get a clear and consolidated view of the organization’s
financial position. Reports were often presented as long, flat tables that were hard to
interpret, offered limited context, and made it difficult to drill down from summary figures
to the underlying GL accounts, leading to inefficient analysis and increased risk of errors
during audits and reviews.
Solution: I designed a structured and scalable reporting framework that organizes financial data
into hierarchical, collapsible sections such as Assets, Investments, Loan Portfolio, Liabilities, and
Equity. The system enables users to define context upfront using filters for date, level, and branch,
while providing clear section-level totals and seamless drill-down to GL-level details when needed.
Industry
Fintech
Tools
Figma
Skills
Research, Product Design, Prototyping
Coronation
An internal accounting and financial reporting platform designed to help finance and operations teams monitor, reconcile, and report financial positions across multiple entities, branches, and account levels.
Back
Problem: Finance teams faced fragmented financial data spread across branches and reporting
tools, making it difficult to get a clear and consolidated view of the organization’s
financial position. Reports were often presented as long, flat tables that were hard to
interpret, offered limited context, and made it difficult to drill down from summary figures
to the underlying GL accounts, leading to inefficient analysis and increased risk of errors
during audits and reviews.
Solution: I designed a structured and scalable reporting framework that organizes financial data
into hierarchical, collapsible sections such as Assets, Investments, Loan Portfolio, Liabilities, and
Equity. The system enables users to define context upfront using filters for date, level, and branch,
while providing clear section-level totals and seamless drill-down to GL-level details when needed.