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About
Year-end reporting and planning for the upcoming year can be a critical time for many departments. As you look to improve processes and increase efficiency, this webinar will demonstrate how integrating analytics can reduce manual effort, improve decision-making, and set your team up for success.

This session, will cover three key use cases, helping you automate routine tasks and drive efficiency as you prepare for the next year:

1. Financial Summary Reports: Generate comprehensive financial summaries from raw data quickly, cutting down on data
prep time.
2. Data Reconciliation: Automate reconciliation processes, easily identifying discrepancies and improving data accuracy
across systems.
3. Expense Categorization Automation: Automatically categorize expenses based on transaction details, reducing manual work.

Key Takeaways:
-Live demonstrations on simplifying and automating key workflows across teams.
-Proven strategies to eliminate repetitive tasks, freeing up time for more strategic work.
-Best practices for integrating analytics into your day-to-day processes, driving long-term efficiency.

Who Should Attend:
-Managers and directors overseeing year-end processes and looking to improve their team's workflows.
-Department leaders from finance, accounting, operations, or IT who want to implement process improvements and make better data-driven decisions.
-Analysts and data professionals seeking to enhance their skills and streamline their processes with automation.
Agenda
  • Introduction
  • Demo 1: Financial Summary Reports
  • Demo 2: Data Reconciliation
  • Demo 3: Expense Categorization Automation
  • Best Practices for Implementing Analytics in Your Team
  • Live Q&A
Presenters
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Jose Arevalo
Analytics Manager
With 10+ years of data analytics experience, Jose Arevalo has worked with clients of all types to develop data-driven solutions.  He has extensive background in utilizing tools such as Alteryx, Tableau, Power BI, and UI Path to analyze data and automate processes across various industries and business functions.  In addition to his technical expertise, Jose enjoys sharing his knowledge and teaching others how to solve data analytics problems.
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Chad Martin
Founder and Chief Learning Officer
Chad Martin is the founder of Data Prep U, an Alteryx Premier partner focused on creating high-quality training focused on the Alteryx platform. Chad has been working in the data & analytics field for 17 years, 11 of which were in various roles at Alteryx, Inc. His background and experience educating on the Alteryx platform is extensive, yet he has spent nearly his entire career simplifying and engaging audiences around the globe.
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