Next Generation Analytics — Turning Insights into Action

Webcast Available on Demand

Duration: 1 hour 

Sponsored by Adaptive Insights

Webcast Summary

Data-driven companies are more productive and more profitable than their peers, according to a recent report by McKinsey & Company. 

Finance teams that spend time manually pulling data from disparate sources and then analyzing that data in spreadsheets have a major disadvantage: they are unable to focus on strategic business objectives like identifying the real opportunities that fuel growth. 

During this Webcast, you will hear real-world lessons from three transformative finance leaders on creating a data-driven culture. Our panel of experts will demonstrate how high growth and forward-thinking businesses treat fact-based decision making as a best practice and employ data analysis and metrics across every function in the organization. 

Attendees of this Webcast will:

  • Learn how to leverage four key analytical insight types to drive decision making;

  • Find out how exceptional finance organizations use data to capitalize on opportunities without burdening IT; and

  • Hear about risk mitigation techniques that enable finance teams to contribute to corporate growth.

Following the presentation, our experts will answer your questions about how to transform your finance organization in a few easy steps. 

About the Speakers

Andrew Rosenberg, Financial Analyst, NorthStar Financial Services Group

Andrew Rosenberg is a financial analyst with NorthStar Financial Services Group, LLC, a position he has held since 2010, where, among other things, he oversees all aspects of the company's budgeting, forecasting and corporate performance management activities. He oversaw and implemented the company's migration to a SaaS-based budgeting and forecasting software platform in 2011, and subsequently designed all components of the company's financial business intelligence platform. Prior to joining NorthStar, he worked for Aqua Capital Management, an investment firm focused on the water rights industry, as a research analyst from 2009 to 2010. From 2005 to 2009, he was an equity research analyst for FAMR, a registered investment adviser. He began his career as a research analyst for Schwendiman Partners, an emerging markets hedge fund, where he directed equity investments in Africa and the Middle East regions.

Tim Sousa, Controller, Gemvara

Tim Sousa is a CPA and is currently the corporate controller with Gemvara Inc. He joined Gemvara shortly after the company's inception and has worked over the course of the past four years to build the finance organization from scratch. Tim started his career with the Big Four accounting firms as an auditor at KPMG and progressed through the ranks of finance while working at both public and private companies of varying sizes.

Rick Smith, FP&A Manager, Engine Yard

With more than 15 years of experience in operations and business finance, Rick Smith serves as FP&A manager for Engine Yard, the leading platform as a service, empowering developers to plan, build, deploy and manage applications in the cloud. Rick's responsibilities as FP&A manager with Engine Yard include modeling, forecasting, budgeting, reporting and financial analysis.  Prior to joining Engine Yard in 2011, Rick was the FP&A manager at Navis, a company specializing in software systems for operating large marine terminals and distribution centers throughout the world.

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