On-Demand Webinar

Driving proactive pricing analytics for FP&A

The finance departments of the future must be proactive rather than reactive. As companies adopt new business models like multi-tiered subscriptions, financial planning and analysis models become increasingly complex. Analysis during business model transitions is particularly complicated because traditional revenue streams remain important sources of revenue while new initiatives begin to take hold.

In this short finance analytics webinar, Tableau’s finance team will share the expertise our team gained while adopting new subscription revenue models. We’ll cover:

  • How to prepare your organization for a change in its business model
  • Strategies to monitor your cohorts and revenue streams
  • Two examples of how Tableau examines its transactions

Explore additional webinars in our Fast, Flexible Finance Analytics series.

Download and interact with the Average Selling Price Analysis and Discounting Policy Analysis dashboards discussed in this webinar.

About the speakers

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James Lenihan

Senior Manager, Financial Planning and Analysis | Tableau

James is a Senior Manager of Financial Planning & Analysis (FP&A) at Tableau. In his role, James supports sales/revenue forecasting, management reporting, and financial analysis for a variety of business initiatives. James joined Tableau in 2013 and previously managed Tableau’s Revenue Accounting, Billing, and Accounts Receivable functions. Before joining Tableau, James worked in the audit practice of KPMG LLP in both Chicago and Seattle. James holds Bachelors of Science degrees in Accountancy and Finance from the University of Illinois Urbana-Champaign, a Master of Business Administration degree from the University of Washington Foster School of Business, and is a licensed CPA in the State of Washington.

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Ben Moschel

Finance Analytics Analyst, Tableau

As a member of the Finance Analytics team, Ben’s mission is to help Tableau Finance see and understand their data. This involves collecting, storing, validating, securing and sharing the data that the Finance team needs in order to understand and grow its business. Before joining the Finance Analytics team in October 2017, Ben worked as a Business Intelligence Analyst in Procurement for Danaher Corporation, Fortive Corporation and then as an Analyst on Tableau’s Strategic Sourcing team. He holds a BS from Western Washington University in Supply Chain Management.

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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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