Rate Modeling Engine
Financial modeling & compliance
The situation
A firm that audits energy bills needed to verify whether their clients were paying the most optimal rates. Every utility prices differently — tiered rates, seasonal pricing, time-of-use structures, discounts, taxes — and modeling all of that by hand was slow and error-prone.
What I built
A drag-and-drop rate builder where analysts configure any utility's full pricing structure, and the engine instantly calculates what the client should actually be paying. The output is a live Excel workbook with real formulas — the client can change any input and watch totals recompute. This tool now powers every audit the firm runs.
Key details
- Handles tiered rates, seasonal pricing, time-of-use, minimum charges, discounts, and taxes
- Drag-and-drop rate builder with inline validation and bulk import
- Generates live Excel workbooks with real formulas — clients can edit inputs and watch totals recompute
- In-app preview matches the downloaded Excel exactly