Optimalizace procesu finanční konsolidace ve vybrané finanční skupině: od Excelu k nástroji Jedox

Financial consolidation represents a key process within corporate groups, aimed at providing a true and fair view of their financial position. In practice, this process is often carried out using spreadsheet tools, particularly Microsoft Excel, which may result in increased time consumption, a higher risk of errors, and limited transparency. The aim of this bachelor’s thesis was to analyze the current financial consolidation process in a selected financial group and propose its optimization using the Jedox system. The thesis includes an analysis of the existing solution, identification of its weaknesses, and the subsequent design of a solution concept based on a multidimensional data model and the automation of individual steps in the consolidation process. The proposed solution includes data centralization, automation of data collection and processing, implementation of a controlled workflow, validation mechanisms, and an audit trail. These elements contribute to increased process efficiency, reduced risk of errors, and improved transparency of the processed data. The result of the thesis is a proposal for an optimized solution that addresses the identified shortcomings of the current process and represents a potential basis for its modernization. The thesis takes the form of a case study, and its contribution lies both in the proposal of a practically applicable solution and in the application of Corporate Performance Management principles to the field of financial consolidation.