Small, focused utilities for Corporate Finance professionals — the kind of glue code that would otherwise live as untracked snippets pasted into a teammate's email.
This is a personal collection. It favors:
- Excel as the primary surface, since that's where most finance work lands.
- VBA for in-workbook automation that needs to ship as a single file.
- Power Platform (Power Apps + Power Automate) for SharePoint- and SQL-backed apps. Captured here as recipes you re-implement in your own tenant, not as importable binaries.
- Python for one-off batch jobs against public APIs.
Each utility lives in its own directory with its own README explaining what it does, how to install it, and any caveats.
| Path | Description |
|---|---|
excel/distro-mailer/ |
Send the active Excel workbook to a list of email addresses read from a column on the active sheet. |
excel/macro-recipes/ |
Small reusable VBA building blocks: cell-loop patterns, month-column writers, formatting, R1C1 formulas, worksheet resets, sheet iteration. |
excel/essbase-connection/ |
VBA wrappers for the Oracle SmartView Hyp* connection lifecycle (create / attach / refresh / zoom / teardown). |
power-platform/ |
Recipes for canvas Power Apps and Power Automate flows: PMO task tracker, incident tracker, initiative tracker, intake form, OOO summary digest, and a SQL-stored-proc flow template. |
python/finra-brokercheck-pull/ |
Bulk-download FINRA BrokerCheck reports for a list of broker CRDs and extract name / registration status / history into a CSV. |
- VBA modules are checked in as exported
.basfiles. Workbook copies (.xlsm) are included for convenience but the.basexports are the canonical source. - Every module starts with
Option Explicit. - Public entry points are documented at the top of each module.
Provided as-is for personal and professional reuse. No warranty.