Data Analytics: Leveraging the Strategic Function of the Finance Division

With evolving trends in both technology and corporate management, Finance is increasingly being looked to as a key source of strategic information. While most Finance teams do a good job of producing financial statements and related analysis, there are increasing possibilities to leverage systems to produce actionable Key Performance Indicators (“KPIs”), often in real time, that can guide corporate strategic decision making. Depending on the industry, KPIs may include: the number of units sold by product type; customer concentration; firm capacity utilization/availability; margin by product; profitability by client; and, almost anything else that your firm’s systems can track. 

While Excel dashboards can capture some of the nuance in your company’s data, they are limited to working with the size of datasets (>1M records) that most midmarket companies generate as a matter of course. Thus, the future of KPIs lies with dashboarding and data visualization products such as Power BI, Tableau, Looker, and others. Not only can these products work seamlessly with large data sets and integrate many different systems, but dashboards can easily be set up for different groups in your organization – so the CEO can have one dashboard, the CFO another, the regional VPs another and the COO yet another.


1 Jun 2021, 11:00 AM

1 CPD hours

$39

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Course Description

In this webinar, we will give an overview of these products and how you can begin to use them in your organization. We will discuss the following items:

  • Overview of Data Analytics as a Finance discipline
  • Survey of products on the market
  • Key considerations in using dashboarding products
  • Set up of dashboards
  • Set up of database / “back-end”
  • Dashboard use cases


Within 24 hours of the webinar, we will forward you an e-mail from katie@kalexvaluations.com with instructions for accessing the live webinar. If you don't receive it, please check your junk/spam. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.

Please note: For best audio quality, we recommend using external speakers or headphones. 

Course Walkthrough

  • Certificate
  • Feedback

About the Instructor(s)

Picture of Rob Hong
Rob Hong

Rob Hong, CFA MFin, Sapling Financial Consultants Inc.

Rob Hong is a co-founder and the CEO of Sapling and has a wealth of experience in financial modelling. Previously, he worked at Artemis Investment Management, a $2 billion Bay Street investment firm, where he developed deep financial modelling skills through researching over 100 publicly-traded companies. He also oversaw more than $150 million of client money. After three years at Artemis, Rob joined KPMG LLP as a Senior Consultant in their Strategy & Operations group. There, he applied his modelling skills to a high-profile engagement while deepening his expertise in database analytics. Later, Rob joined Bell Canada Finance, supporting the Wholesale business unit, where he helped build many of the financial models setting wholesale pricing on big deals with telecom resellers.


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