
Alteryx Office of Finance Blueprint:
Accelerating Finance Excellence with Automation and Data Insights
Wednesday, September 19th | 2:00 PM - 2:30 PM
UNLOCK SUCCESS THROUGH AUTOMATION AND
DATA INSIGHTS
At Converge, we understand the challenges that Office of Finance departments face in today's fast-paced business landscape. Our mission is to empower organizations like yours to thrive by harnessing the power of automation and data insights. That's why we are excited to present our upcoming webinar, where we will delve into cutting-edge solutions tailored to your specific needs.
Drawing from our extensive experience in supporting numerous clients across the Office of Finance, we have developed the "Converge + Alteryx Office of Finance Blueprint." This blueprint has proven to be the key to success in allowing organizations to optimize their processes, drive faster reporting and analysis, and make data-driven decisions with confidence.
During this exclusive event, we will explore how Converge, in collaboration with Alteryx, has enabled hundreds of clients in departments such as Accounting, Audit, Tax, and FP&A to realize their full potential. At Converge, we firmly believe that every team can benefit from automation technology. Whether your goal is to save time, reduce errors, avoid increasing headcount, or boost employee satisfaction, automation is the game-changer you've been looking for.
Join us for this insightful event, where you'll gain valuable knowledge and actionable strategies to elevate your finance operations to new heights.

WHAT YOU’LL LEARN
BUDGET
MODERNIZATION
Discover how to modernize your budgeting process through automated data integration and streamlined workflows. We'll show you how to create driver-based plans using flexible assumptions and constraints, all while leveraging an integrated planning engine for seamless reconciliation and insightful reports.
VARIANCE
ANALYSIS
Uncover the power of on-demand comparison between different periods for revenue and costs. We'll go beyond traditional data sources and explore how auxiliary data, like CRM information, can provide valuable context for your variance analysis.
RECONCILIATION
Ensure data accuracy and consistency across all your systems with meticulous data ticking and tying. Learn how to implement quality control measures for drivers sourced from various systems such as HRMS, CRM, and ERP.
CONSOLIDATED
REPORTING
Streamline your corporate reporting with automation that consolidates internal and external data sets effortlessly. Discover how efficient workflows can merge data from all your systems and seamlessly push it to BI dashboards and reports.
FORECASTING
Unlock the potential of advanced forecasting techniques with machine learning-based time series forecasts, complemented by human intelligence. We'll demonstrate how to create unlimited scenarios and enable real-time forecast aggregation for better review and decision-making.
MEET YOUR PRESENTER:
JORDAN ECKERSLEY
SALT Stack Solutions Director
Meet Jordan Eckersley, the ultimate data superhero! Armed with his trusty tools in Alteryx, he fearlessly tackles even the most daunting data challenges. When he's not busy crafting magical data pipelines and building scalable solutions, you can find Jordan hitting the trails and exploring the great outdoors. Want to geek out about the latest trends in data analytics? Jordan's your go-to guy!
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