Custom macros, automated reports, and data pipelines built by a finance professional who ran these workflows at Citi and J.P. Morgan. Stop rebuilding the same spreadsheet every week.
Build a report once, run it with one click — or on a schedule. No more manually pulling data, reformatting tabs, or fixing broken formulas every Monday.
🔄
Data transformation & cleaning
Automatically standardise, deduplicate, and reformat raw data exports before they hit your analysis. What took 2 hours now takes 30 seconds.
🔗
Cross-workbook consolidation
Combine data from multiple Excel files or sheets into a single structured output — automatically, with no copy-paste and no version conflicts.
✅
Validation & error checking
Custom validation logic that flags anomalies, duplicate entries, out-of-range values, or broken references before they cause downstream problems.
📤
Automated distribution
Generate individualised Excel reports and email them to the right recipients automatically — no manual attachment, no wrong file sent to wrong person.
🏦
Finance & reconciliation workflows
P&L reporting, trade reconciliation, month-end close templates — built by someone who ran these processes at Citi and J.P. Morgan.
📌 From J.P. Morgan: commodities report automation
A weekly commodities report built from 3 data sources was taking a full morning to compile, format, and validate. A VBA macro reduced runtime by 70% — under 8 minutes end-to-end. The analyst who used to own that Friday morning now does actual analysis instead. Carried out during employment at J.P. Morgan, not a consulting engagement.
What Every VBA Project Includes
Discovery call to understand the workflow
Custom VBA macro or automation build
Error handling & user-friendly alerts
Testing across your real data & edge cases
Documentation so your team can maintain it
Training session for key users
30 days of support post-delivery
Source code ownership — no lock-in
Frequently Asked Questions
An Excel VBA consultant analyses your existing manual Excel workflows and builds custom macros to automate them. This includes report generation, data transformation, multi-sheet consolidation, formatting, validation, and scheduled distribution. A good VBA consultant maps the process first, writes clean and maintainable code, tests it with your real data and edge cases, then hands over with documentation so your team can understand and maintain it. No lock-in — you own the source code.
VBA automation projects are typically fixed-price. A single macro to automate one repetitive task (e.g., formatting a monthly report) typically costs £500–£1,500. A more complex automation involving multiple data sources, conditional logic, error handling, and user interface elements typically runs £2,000–£5,000. Full workflow automation projects — connecting multiple files, scheduling, and integrating with Power Automate — can reach £5,000–£12,000. At Athena Stream all projects are scoped and priced before any work begins.
A single-purpose macro for a well-defined task (reformat a report, consolidate sheets, automate a calculation) typically takes 1–3 days from scoping to delivery. A multi-step automation with error handling, a user form, and documentation takes 3–7 days. Complex projects involving multiple workbooks, external data connections, and scheduling take 1–3 weeks. I provide a timeline estimate after the free scoping call, before any work begins.
Yes — if the work follows a consistent repeatable pattern. VBA can automate any Excel task you currently do manually: reformatting raw data exports, building summary reports from multiple sheets, applying consistent formatting rules, validating data against a set of criteria, generating and emailing reports on a schedule, and populating templates from a data source. If you can describe the steps you follow each time, VBA can follow them automatically. Tasks that require judgment still need a human — but the mechanical preparation can be fully automated.