Analytics in Finance and Accounting

Charlotte is a passionate advocate for financial analytics, believing a forward-focus is a key responsibility for finance teams. Her involvement in Chartered Accountants Australia and New Zealand’s research and thought leadership program has focused on culture and ethics, new and emerging technologies and the future of work. She joined Chartered Accountants ANZ in 2013 with more than 20 years of experience in roles across the financial services, energy and the government sectors in New Zealand, USA and the UK.

Talis Evans is Digital & Improvement Executive at BDO Adelaide and leads the firm’s Digital Services team, constantly challenging the status quo and solving problems with data. He is experienced in developing actionable financial and non-financial insights through the collection, storage and visualisation of data for a variety of industries, enabling better decision making. Talis has extensive knowledge of common Business Intelligence tools such as Tableau, Excel, Data Studio and Talend together with common database platforms such as MySQL and PostgreSQL.

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 Senior 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.