Case Study: San Jose Water Company achieves faster, stress-free month-end closes with FloQast

How San Jose Water Co. Keeps the Financial Close Flowing

San Jose Water Company, led on the finance side by Wendy Walker (VP of Finance, Controller and Assistant Treasurer), faced a painful month-end close: one person was overloaded manually checking Excel-based journal entries and paper work, reconciliations lacked consistent discipline, and their multi-entity close required strict sequencing. They needed a solution that preserved their Excel-driven workflows while bringing structure and visibility to the process.

They implemented FloQast’s close management software, which integrates with Excel and enforces task ownership and reconciliation workflows. The result: clearer accountability, reduced stress on the lone “checker,” faster month-end completion (buttoned up by the 12th–13th), better visibility into lagging items through analytics, and time freed for automation projects — a change they now recommend to other companies.

San Jose Water Company

Wendy Walker

Controller