Selected work

FW-01 Energy sector  · US-market connected  · client revenue above USD 1 billion

Finance Process Intelligence for a Global Energy Enterprise

Process-intelligence work for a billion-dollar-plus energy organisation, primarily connected to the US market. The work centred on understanding how finance activities are actually performed, identifying automation potential, and examining efficiency and control considerations to support a transition toward more automated finance processes.

• Mapping finance activities to understand where effort is concentrated
• Identifying automation potential across finance processes
• Examining efficiency and control considerations side by side
• Supporting a transition toward more automated finance operations

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$1bn+ client revenue — organisation scale, not project outcome

FW-02 Hospitality sector  · client revenue above ₹1,000 crore

Finance Automation for a Major Hospitality Organisation

Finance automation and process-improvement work for a large hospitality organisation. The engagement focused on examining finance processes for repetitive, manual and error-prone activities and identifying practical opportunities to streamline and automate them.

• Reviewing finance processes for manual and repetitive activities
• Identifying process-improvement and automation opportunities
• Considering control impact alongside efficiency gains

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₹1,000cr+ client revenue — organisation scale, not project outcome

FW-03 Generative AI  · knowledge delivery  · governance-aware design

Self-Service Finance Knowledge Agents

Joalex designed AI-enabled knowledge agents that let users obtain answers through a self-service interface instead of repeatedly approaching a central team. The design reduces dependency on key individuals, improves the consistency of responses, saves time for both askers and experts, and supports scalable knowledge delivery.

• Self-service interface replacing repeated ad-hoc requests to a central team
• Reduced dependency on key individuals
• More consistent answers across the organisation
• A foundation for scalable, governed knowledge delivery

FW-04 Google Sheets automation  · Avery Dennison era (pre-PwC)

Freight Reconciliation Automation

Joalex automated a freight-reconciliation process end to end using Google Sheets, replacing a manual routine that previously took days. The automation reduced manual effort by more than 95% and brought processing time down from approximately three days to about one hour — a verified result from his industrial-training tenure at Avery Dennison, prior to PwC.

• Manual, multi-day reconciliation replaced with an automated routine
• Structured matching logic with exceptions surfaced for human review
• Built entirely with tools the team already used — no new licences

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>95% reduction in manual effort — verified result

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~3 days → 1 hr processing time — verified result

Delivered during his CA industrial training at Avery Dennison India — not a PwC client project.