Advance your financial planning and analysis process

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.

Joe is a Financial Systems Director at Honeywell Aerospace, a global manufacturing and engineering leader developing solutions found on virtually every commercial, defense and space aircraft in service today. Joe has been with Honeywell for 17 years and held multiple financial systems roles managing Oracle and SAP applications. He currently leads the integration of Aerospace’s global finance systems tools for reporting and analytics. Joe is currently responsible for the Tableau deployment strategy, leading the development of BI tools training, and establishing data connections, while driving adoption through analysis of key business metrics.

Jay joined Tableau in early 2017 as the Director of FP&A. In his role, Jay is responsible for company-wide FP&A forecasts and budgeting. Prior to joining Tableau, Jay led the FP&A efforts at Yelp down in the SF Bay Area. Prior to his foray into FP&A, Jay was an investment banker focusing on Software & Semiconductor industries. Jay holds a Bachelor’s of Science in Management Science and Engineering from Stanford University.