On-Demand Webinar

How to analyze investment risk

Gaining a deeper insight into your investment portfolio can be a challenge. It requires investors seeking to understand the status of their positions to log into multiple portals, download spreadsheets, trim data, and combine them together. It’s a process that can take hours or even days a month. And as each second goes by, the data gets older and older-by the time you get your answers, the data is already out of date.

Watch this short webisode to hear how Tableau’s finance and Treasury teams are overcoming the challenge of bringing investment data into one place. They’ll cover:

  • Why Tableau uses Clearwater Analytics to validate and reconcile investment activity
  • How they use Tableau to get an up-to-date understanding of risk with time series analysis
  • How you to get started creating similar results yourself

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

Download and interact with the Investment Exposure Trends Dashboard discussed in this webinar.

About the speakers

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Ed Barrie

Senior Director, Treasury at Tableau

Ed is Senior Director, Treasury for Tableau Software, LLC. a global firm providing industry leading data visualization and analytics software that helps people see and understand their data. Ed has been with Tableau Software since November 2015 and is responsible for global treasury management. His work with Tableau Software’s Treasury and Finance teams earned the 2018 Adam Smith Award for "Harnessing the Power of Technology" as well as the 2019 Adam Smith Highly Commended winner for "Best Card Solution."

Prior to joining Tableau Software, Ed spent six years at Itron, Inc. most recently as their Assistant Treasurer where his team earned the Treasury Today 2014 Adam Smith Award for Best Process Re-engineering Solution for their efforts in implementing world class treasury systems and processes. Ed and his team were also the runner up for the GTNews.com 2014 Treasury Technology Award for Best Treasury Technology Solution.

Prior to joining Itron, Ed spent seven years in Microsoft’s Global Treasury Department, most recently as Group Manager responsible for treasury systems, including the company’s SWIFT implementation and treasury operations. Ed earned a Bachelor of Arts in Economics from Eastern Washington University.

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Kaylee Walker

Finance Analytics Analyst, Tableau

Kaylee is a member of the Finance Analytics team at Tableau, working alongside Finance counterparts and in the Tableau platform every day. Kaylee spent two years in IT Risk Consulting at KPMG before joining Tableau as a Product Consultant in 2017, and has since moved into an internal analyst role at Tableau. Consulting internal Tableau users and sharing our Tableau for Finance stories with customers are the best parts of her job

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Amanda Yong

Accounts Payable Specialist

Amanda Yong is an Accounts Payable Specialist at Tableau. Though she began primarily engaged in data entry and payment processing, she has since grown into something of a hybrid role, and now supports her team with a variety of technical skills ranging from RPA (robotic process automation) to electronic payment file setup and formatting, and of course building visualizations using Tableau. After graduating Duke University in 2013, Amanda began working at Tableau on a part-time basis in 2014, and never looked back. In her spare time, she enjoys reading, solving puzzles, and playing games of all kinds.

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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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