ExxonMobil
Financial Controls Automation for Close, Reconciliation, and Forecasting
ExxonMobil needed more reliable, repeatable ways to monitor internal financial data across accounting, tax, cash, accounts payable, accounts receivable, and forecasting. We automated recurring controls, improved reconciliation accuracy, and detected anomalies earlier using SQL-based analytics, Snowflake data platforms, validation rules, and exception logic. Finance teams reduced manual review work and gained clearer visibility into month-end close, bank statement balances, cash flow, invoice management, receivables, and budget performance.
Quick Facts
Industry
Energy / Enterprise Finance / Accounting & Tax Operations
Scope
Financial controls automation, reconciliation, anomaly detection, cash-flow analytics, AP/AR controls, forecasting, and budgeting support
Time to Build
Phased delivery
Key Features & Technologies
SQL, Snowflake, reconciliation logic, validation rules, anomaly detection, exception dashboards, data-quality monitoring, and audit-ready outputs across close, bank/cash, AP, AR, tax, cash-flow, and forecasting workflows.
Results
Manual control reviews
Fewer, automated checks
Month-end close readiness
Faster, clearer status
Bank & cash reconciliation
Automated comparisons
Control exception detection
Earlier, rule-based
Forecast & budget accuracy
Stronger, data-backed
The Challenge
Finance teams rely on accurate internal data to close books, reconcile balances, manage invoices, monitor receivables, forecast cash flow, and support tax and accounting decisions. When controls are manual, fragmented, or spreadsheet-heavy, issues surface late: mismatched balances, duplicate entries, invoice discrepancies, cash-flow uncertainty, delayed close tasks, and unclear budget variances. The challenge was to make controls more automated, repeatable, and visible without forcing teams into a completely new operating model.
Our Process
We identified the recurring control points where finance teams validated data by hand - close checks, bank reconciliation, AP invoice review, AR monitoring, cash-flow reporting, and budget analysis - then built SQL validation logic to compare records, flag missing or unexpected values, and monitor changes over time. Snowflake gave a scalable foundation for consolidating finance data and running repeatable checks across large internal datasets. The same foundation supported forecasting and budgeting by making historical data easier to analyze, compare, and explain.
Why It Matters
Automated financial controls improve both speed and trust. Finance teams spend less time manually checking data and more time understanding exceptions, explaining variances, and supporting decisions. For enterprise finance operations, the value is not only faster reporting - it is stronger governance, earlier issue detection, better cash visibility, cleaner invoice operations, more reliable receivables monitoring, and better data for forecasting and budgeting.
Why They Chose Us
We turn recurring, spreadsheet-heavy controls into repeatable SQL and data-platform checks - reconciliation, validation, anomaly detection, and audit-ready outputs - without forcing finance into a new operating model.
"We moved critical finance checks out of spreadsheets and into controls we can actually trust."
— Enterprise Finance Operations Lead
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