Trial Balance and Materiality Assessment Workpaper

Trial Balance and Materiality Assessment WorkpaperTrial Balance and Materiality Assessment Workpaper

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fartuun mohamed

• Oct 5

Trial Balance & Materiality Assessment Workpaper

Developed a financial audit and trial balance workpaper for monthly account balance analysis. Implemented automated materiality threshold calculations (1% materiality and performance materiality) to assess account significance, reconcile balance sheet accounts, and streamline general ledger audits.

Accounting Data Analysis Financial Analysis Microsoft Excel

Sohail Akram

• Oct 4

Built an n8n CRM automation system that captures leads, creates and updates CRM records, assigns tasks, sends team notifications, automates follow-ups and generates reports.

AI Automation Data Analysis Lead Generation Google Sheets monday.com N8N

Tarik Zoubir

• Oct 5

ArcData develops an AI-based engine that helps accounting teams detect financial exceptions, prepare financial closes, and analyze contractual discrepancies.

Your role: Visual Identity Designer & Digital Media Designer.

Concepts explored:

Augmented Analysis: A visual metaphor for how AI targets and processes anomalies within massive volumes of contracts.

Established Trust: Adaptable for both dark and light modes, the design prioritizes strong contrast and highly legible typography to immediately inspire confidence among CFOs and auditors.

Deliverables provided to the client:

Vector logo system, delivered in monochrome, reversed white, and two-tone versions.

Corporate collateral and apparel kit: Simplified patterns for textile branding, ensuring no loss of detail during embroidery.

Web pack: HTML5 website banners, application header, and favicon.

Editable professional PowerPoint presentation template, including slide master management, along with typography and color palettes fully integrated into the theme.