On-Demand Webinar

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

Explore additional webinars in our Fundamental Finance Analytics series.

About the speakers

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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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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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