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Analytics in Finance and Accounting

Every business sits on mountains of data, and using that data to drive strategic insights will help businesses achieve their transformational goals. As finance roles cover greater technology responsibilities, modern finance departments must prioritise a data strategy in order to reach actionable insights by understanding the technological risks and needs for data management to achieve success.

Chartered Accountants Australia and New Zealand’s newly released Analytics in finance and accountancy paper shares findings after interviewing over 30 global executives and surveying more than 1,110 decision makers. They found that finance teams are predominantly engaged in backward looking diagnostic and descriptive analytics, and recognise they are missing out on helping to drive data driven decisions by adopting more forward looking predictive and prescriptive analytics.

The vital moment for the finance function to shift is now, and the change must happen quickly or businesses risk falling behind competitors and achieving full potential.
At the end is a panel discussion where our guest speakers will share insights on the following:

  • How data is transforming accounting and finance
  • Key concepts around the relevance of data in accounting
  • Opportunities for the finance function when data becomes part of the day to day
  • How to break the love-hate relationship with manual processes and getting started with data & analytics

This event is for anyone within Accounting and Finance who wants to leverage the power of Data in their practice.

À propos des intervenants

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Charlotte Evett

Leader Research and Thought Leadership, Chartered Accountants Australia and New Zealand

Charlotte is a passionate advocate for financial analytics, believing a forward-focus is a key responsibility for finance teams. Her involvement in Chartered Accountants Australia and New Zealand’s research and thought leadership program has focused on culture and ethics, new and emerging technologies and the future of work. She joined Chartered Accountants ANZ in 2013 with more than 20 years of experience in roles across the financial services, energy and the government sectors in New Zealand, USA and the UK.

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Talis Evans

Digital & Improvement Executive, BDO

Talis Evans is Digital & Improvement Executive at BDO Adelaide and leads the firm’s Digital Services team, constantly challenging the status quo and solving problems with data. He is experienced in developing actionable financial and non-financial insights through the collection, storage and visualisation of data for a variety of industries, enabling better decision making. Talis has extensive knowledge of common Business Intelligence tools such as Tableau, Excel, Data Studio and Talend together with common database platforms such as MySQL and PostgreSQL.

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Mike Crook

Director of Finance Data Office, Salesforce + Tableau

Mike spent four years as a software developer supporting financial & management systems before moving into a number of different IT management roles. In 2001, he moved into his first “data analytics” role and luckily discovered Tableau Desktop in 2007. This discovery changed his career. Mike joined Tableau as the first IT Finance Manager in late 2011 and in 2015, he took on a new role as the Senior Manager of Analytics to enable everyone at Tableau to use Tableau. In 2016, he moved back into Finance to lead Finance Analytics. Now he is the Director of the Finance Data Office at Salesforce driving Data Strategy, Governance and Analytics across the entire Finance organization (which includes Tableau). He’s excited to share how anyone, but specifically finance professionals, can use Tableau to see and understand their own data.

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