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Modern approach to cash flow analysis

Find answers faster with Tableau

Chances are your company’s cash is spread across hundreds of banking and investment accounts. This can make getting accurate and up-to-date insight into your company’s key financial activities and positions difficult, to say the least.

In this webinar, Tableau’s Director of Treasury Ed Barrie and Director of Finance Analytics Mike Crook will show you how we use data to identify risk and opportunity, as it relates to changes in interest rates, credit, and currency. They’ll cover:

  • Use cases in cash management, foreign currency exchange, and investment portfolios
  • Strategies to automate reporting and spend more time on higher value analytical work
  • Ideas and approaches for incorporating data into your daily workflow

About the speaker

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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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MP4

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