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Experience atOmnicom Group

Driving financial systems and automation across global teams.

Builder ofEnterprise AI Systems

AI agents, audit workflows, and decision intelligence at scale.

Based inNew York City

Building systems for enterprises around the world.

© 2026 · New York City
All enterprise work

Enterprise implementation case study

Financial controls and reconciliation.

A controls workflow for GL and trial-balance reconciliation, administration checks, reporting controls, and audit-ready evidence.

General ledgerTrial balanceInternal auditExternal assurance
Ask the project copilotGrounded in this public-safe case study.

Business problem

What people needed to solve.

Control owners need to identify reconciling differences, resolve exceptions, and show that reporting controls operated as intended without relying on unstructured evidence.

Decision frame

Questions the work needed to answer.

  • What is unreconciled, who owns it, and what is the evidence?
  • Which control has been tested and what remains open?
  • How can internal audit and external reviewers trace a conclusion?
Illustrative operating flowNo internal data, configuration, or client detail.
General ledgerTrial balanceReporting controls

Operating layer

Reconcile + triage + evidenceDecision support with review and ownership.
Exception ownerReview evidenceRelease decision

Implementation

From the business problem to a working operating model.

Partnered with internal audit and external assurance teams on reconciliation, administration checks, and reporting-control evidence.

  1. 01

    Structured GL and trial-balance reconciliation workflows around exceptions and accountable owners.

  2. 02

    Created evidence paths for administration and reporting-control checks.

  3. 03

    Supported issue triage, control testing, and review communication across stakeholders.

Controls, approvals, and delivery constraints

The work around the work.

Enterprise systems change only when data, access, testing, ownership, and evidence move together.

  • Evidence and review status are part of the workflow, not an afterthought.
  • Control design separates detection, review, remediation, and sign-off.
  • The public example excludes ledger values, control IDs, and audit findings.

Public-safe outcome

A clearer, more defensible path from an exception to remediation and reviewable control evidence.