Haarish Jhummun is a Financial Risk and Systems Automation Consultant with over 16 years of experience across banking, brokerage, insurance and public finance. He has developed Excel and VBA-based automation solutions for risk management, financial reporting, valuation and data processing, helping organisations reduce manual work, improve efficiency and enhance reporting accuracy.
He holds a degree in Actuarial Science from City University, London and has completed both the CFA and FRM programs. His training approach focuses on practical, structured solutions that participants can apply directly within their own work environments
Upcoming Event
Excel remains an essential tool for reporting, reconciliations, data processing and many day-to-day business activities. However, many of these processes are still performed manually, making them time-consuming, repetitive and prone to error.
This practical course helps participants identify Excel processes suitable for automation and transform them into structured, reliable workflows. Using Excel’s built-in automation features together with AI tools such as ChatGPT, Copilot and Claude, participants will learn how to reduce manual effort, improve accuracy and make Excel-based processes faster and easier to maintain. No prior programming experience is required.
For professionals who use Excel for reporting, analysis, reconciliations or data processing and want to improve
efficiency through automation. No programming experience is required.
Participants will learn to identify processes suitable for automation, use AI tools to support solution development, and build, test and improve automated Excel workflows.
Participants should have access to Microsoft Excel and basic familiarity with worksheets, formulas and data tables, together with access to ChatGPT, Copilot or Claude.
Understand how data moves from user input and system processing through to final reporting outputs.
Explore Excel’s Developer tab, macros, the VBA Editor, and the basic logic behind automated processes.
Learn how to describe automation requirements clearly and use tools such as ChatGPT, Copilot and Claude to
generate, explain, refine and troubleshoot automation solutions.
Follow a structured process from identifying the business requirement through development, testing and final implementation.
Work through practical examples showing how repetitive Excel tasks can be redesigned into structured, reliable and automated workflows.