Slightly left field… Sent a QoE to a PE client after heavy rounds of update. Excel checks still showed it tied, but apparently all the late-stage cutting/shifting broke them so infact, it wasn’t summing up anymore! Whoa!
Safe to say even though I had some pretty reasonable conclusions in that report,, that director no longer looked at me the same! smh
Anyone relates? Are people still just going calculator in hand, double checking things 5 times before sending deliverables?

like
Posting as :
works at
You are currently posting as works at

Can you run it through ai as a final last step.

like

Interesting thought — I actually explored that route for a bit. The tricky part I ran into was that tables are so varied (subtotals, multiple columns, odd formatting) that LLMs struggled to consistently identify what the real total should be.

Also in deals work you sometimes need something you can point to as evidence that the check actually happened… “ran it through AI” is a bit of a hard one to defend if someone asks 😅

You learned your lesson, happens to everyone at some point.

True! Argh. Quality of life would be much better without the constant anxiousness from it though 😂

like

It happens to everyone and traditionally that's why PA separates preparer and reviewer. Preparer is always bias towards their own work. Whenever you think you're ready to send, perform the same 15-30 min review that you would do if your senior or associate sent the file to you.

Yeahhh! I agree. Self review is a must. I find that it makes the errors much better. But every so often a “resilient” error is caught much further up the chain!
lol.

like

It happens even with multiple review layers. Just a part of life. Hopefully with a client that isn’t awful to work with

lol!!! Yeah, it feels like it’s a part of life in deals. Still quite a bit of a nightmare when you caught on it depending on the client.

Yeah agreed it’s part of the job — errors happen every so often. That moment hung onto me though… it honestly felt borderline career-limiting. The client was important and the feedback ended up with my performance manager! lol

After that I started experimenting to find a way to “solve” the problem. Landed on using my phone to verify totals directly from the page — quick photo, check the numbers as they appear.

Been building it over the last few months and its turned into a proper little app. Happy to share if curious.

Since quite a few people here mentioned running into the same issue, I thought I’d share what I ended up experimenting with after that QoE incident.

It turned into a small mobile tool that verifies totals and KPIs directly from the page — basically checking the numbers exactly as they appear rather than relying on the spreadsheet formulas.

Everything runs fully on-device as well, so nothing leaves the phone.

Sharing the link here in case anyone’s curious: apps.apple.com/gb/app/casterly/id6752854786

Feel free to message if you have any questions.

This was absolutely a sales pitch all along. Nicely done.

Related Posts

BCG fishes: If you make a temporary transfer to another office for 12-24 months, will your salary (& taxes) come from the home office or the office that you transferred to?

likehelpful

Do you ever get stoned before/during work? I had always steered clear during work hours but recently I broke my own rule and wound up writing what felt like some of my best work in months.

likefunny
likesmart

Joining D soon in S&O. Apparently my group has exposure to Monitor projects on occasion. Anyone in Monitor free to connect so I can confirm a couple of things?
Thanks

like

What is the actual transaction work like at a growth equity firm like Norwest, TCV, Capital G, etc. I’m interested in learning more about minority investments in the $10-$100m range. What is the diligence like, timeline, etc basically, I am curious if this is something only bankers can do/have experience with

like

Hello Fishes!

There is "Annual Flexible Compensation" compenent in the salary structure, is it paid monthly along with basic salary or as it has flexible word in the name , its given as per company's performance?

Thank you!

#creditsuisse

like

Are there any stable part time jobs in Finance? I have 7/66.

Any Microsoft folks here? looking for interview tips for director level.

Saw a job on LinkedIn applied for it and the CEO of the startup reached out to me saying he was game to move to the next stage of the process. Spoke to hiring manager and they even offered another position which matched my skills. Scheduled a full panel interview. Met with the team had a great chat, Founder even said "I guess you can start right away"..Hiring manager calls later says they'll update then boom that generic email hits my inbox. At this point you're just like arrrrrrgh😩

like

What do you do when your new creative director turns out to be cheesy as hell? Moving concepts to very cheesy/lame directions

like

For those who have passed the CIPM exam, what is it like (and how does it compare to the CIPP/US exam)?

Do I put these succulents in soil now? What’s next?

Post Photo
like

Trying to fill 2-3 days somewhere on the west coast (will be coming from Seattle before coming back to the Midwest). Was thinking San Diego maybe - what is there to do in San Diego? Would it be fun solo? Any other places I should go instead? Basically have a full week off after 4th of July, thought I would just chill at home but now realizing I probably want to spend at least some of that time going somewhere.

likehelpful
likehelpfuluplifting

Have 50k in brokerage to put towards buying a place in Atlanta. Young 20 something who's lease is ending soon

Roth IRA and 401k are well funded but don't want to pull from there.

Should I buy and rent the extra bedrooms to friends, or stay renting and put savings in stock market?

like

Bonjour ici !
Je suis un consultant italien avec nationalité française, j'ai été récemment contacté par une MBB et j'envisage de m'installer à Paris depuis le Moyen-Orient où je travaille actuellement.
Y a-t-il quelqu'un qui aimerait entrer en contact et me parler de son expérience?
Merci beaucoup !

like

Do our managers have access to our Slack conversations?

like

Are there any grade levels for Senior Consultants designation like 1/2/3 in Deloitte India?

like

How can I find internal roles at Deloitte that offer sponsorship? Also is there a website that narrows down employers who are willing to sponsor? 🙏🏼

like

Shopping at Wisconsin Pleasant Prairie Premium Outlets, learned 3 things:
1. The parking lot will be full at 6:15pm
2. But no one was here at 5:45pm
3. Now at 11:00pm, the mall is still packed

Post Photo
likefunny

Additional Posts in Transaction Services, M&A, Deal Advisory

Deloitte FDD vs PwC FDD? NYC

like

Any M&A tax practices out there that will allow remote/mostly remote work in the future? Where?

like

Writing a report for the first time and feel way in over my head. Team didn’t discuss what adjustments we want as a group before divvying up—new transfers what has been your experience?

Do PE funds have in house tech DD teams? Currently on a tech dd team that’s aligned to PE transactions and trying to figure out what exit opportunities there are. Thanks for your insights!

like

Best books for U.S. Corporate Tax similar to Logic of Subchapter K for partnerships? I’ve historically worked extensively with partnerships and starting to branch out into more “Core” corporate M&A Tax and looking for a helpful resource to get up to speed.

like

Is FDD similar to audit where there are different industries? Like Financial service/ healthcare / NFP

like

Anyone else here have terrible utilization because their deals die and a code never opens? /can’t find another code to book hours? I’m sitting on over 200 billable hours at this point

like

What are some of the best M&A conferences attended?

like

Who wants out of FDD? If so, what’s your ideal exit in 2021?

1- grad school (mba/law)
2- IB
3- other finance role (e.g. FP&A)
4- other consulting line
5- turn your hobby into a side business
6- nah, FDD forevs

like

What’s EYs investment banking practice like? How’s the WLB/experience gained? Is it worth it?

like

PwC CMAAS or A&M?

like

I’m trying to get a rotation in FDD but my partner is worried about temporarily losing resources in our advisory practice. So, what are some things I could learn in FDD that I could bring back to the advisory practice that might convince the partner to let me go on rotation?

like

What would be an exit opportunity like for someone with both FDD and CDD experience?

like

How is the FDD presence for BDO/GT/RSM FDD in the South/Southwest? How is the workload and compensation compared to the Big 4?
Have heard that the mid-tier you get more exposure to the entire deal process, is this true as well? Any insight is appreciated.

likehelpful

Looking to jump from current firm to another - have read a ton of varying commentary on here - what’s the final say on best big 4 firm and perhaps best MM firm? All for FDD / M&A. Pay, technology, culture, perks etc.

like

Any significant differences in comp between the Big 4 FDD groups (specifically at senior level)? I’m hearing PWC pays the highest bonuses but not sure if there is any truth to that.

like

What is sneakily the most time consuming process that doesn’t seem like it should be time consuming? Feel like it’s sending request list/follow up emails

like

What to expect for NYC M&A FDD base salary at M1 level?

like

Alvarez & Marsal Currently a manager at Big4 FDD. Should I accept an offer with A&M as a senior? Also I'm worried about the upcoming recession and would like to hear your thoughts. TIA! PwC EY KPMG Deloitte Alvarez & Marsal

like

In talks with A&M to come over to their TAG practice from EY FDD as senior associate. Base salary is very competitive on top of the alluring "bonus" structure. 2 questions:

1. Do they normally offer sign on bonuses?
2. Is their any disadvantage between A&M FDD compared to B4 FDD in terms of exit ops down the road? Trying to look 5 years down the line

Would appreciate any insight!

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal