Live Webinar

Virtual Office of Finance Tableau User Group

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Join us on Thursday, September 27 for the first Virtual Office of Finance Tableau User Group.

Agenda:

  • Welcome & Introduction by Nat D'Ercole, Deloitte
  • Digital Disruption is changing what we do – and how we get things done – in countless ways. As many of us have noticed, we’re heading for another big upheaval in Finance – and the future of finance is bright for those who embrace it and shape it. Nat will take us through a journey of what Finance 2025 will look like – he will touch upon the role of finance, finance cycles, enterprise data, finance systems and the workforce and workplace of 2025. None of this is pie-in-the-sky and will be here sooner than you think.

  • Reporting and Analytics Transformation within Deloitte’s Finance Organization by Alvin Huang, Deloitte
  • Learn how Deloitte Finance is using Tableau to push their dashboard strategy and how it is being used to improve Firm performance by using more enhanced visualization, interactivity, and connectivity.

  • Merck Finance’s Journey With Tableau by Marjorie Waters
  • Learn how Merck went from reporting cycles of weeks to hours and enabled faster conversations about critical finance data. This presentation will include: Where and how Merck is using Tableau in the office of finance, challenges Merck faced in adoption of Tableau and how they overcame them, and
    live dashboard demos (with dummy data, of course)

  • Live Q&A
  • Meet the speakers:

    Nat D'Ercole is recognized for his result-driven outcomes in modernizing Finance and Operations that support business strategies, process improvement and regulatory compliance through innovative cloud, data transformation and AI-ready platforms, products and solutions. Nat has over 25 years of experience in Consulting across US, Canada and other regions and is a partner in Deloitte’s Omnia AI practice based in Toronto Canada.

    Alvin Huang has 10 years of experience with Management Reporting and various BI systems. Currently, he is a manager in the Management Reporting team in Deloitte Canada’s Finance organization where he leads the dashboard development and data architecture streams. Prior to Deloitte, Alvin was with Fasken, one of Canada’s largest legal firms, where he implemented its BI and reporting strategy across national and international offices.

    Marjorie Waters is a Director of Finance at Merck, a global pharmaceutical company. Born and raised in Texas, she started at Merck right out of college (that’s 24 years at the same company!). She didn’t set out to work in Finance, she has a Master’s degree in Chemistry and spent her first 15 years as an organic chemist. Realizing that analytics and problem solving have uses outside of the labs, she hung up her lab coat and put on her open toed shoes and took a series of roles that have ultimately led to a role in FP&A. Currently as Director of Transformation, Marjorie is focused on bringing new analytics and tools to Corporate Finance.

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