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Webinar22.12.2022

Webinar - Automate accounts receivable management with Power BI

Join Réjean Godin, Partner at Faction A, and Jean-François Morin, Analytical Solutions Consultant, to learn how to automate accounts receivable reconciliation in Microsoft Power BI. View a step-by-step demo in Power BI.

 

Who is this workshop for : For VP Finance, CPAs, controllers.

When: Wednesday, 2023 February 1st, 11 a.m (50min). This Power BI webinar will be given in French.

 

What you will learn: 

  • How to reconcile data from various;
  • Several tips for integrating data with Power Query in Power BI;
  • Quickly and efficiently update your accounts receivable with Power BI.

 

On the agenda: 

  • Introduction
  • Your current income statements:
    • Excel spreadsheets (Pivot tables),  
    • Pivot tables.
  • Automating the process of integrating data from an ERP system and from your financial institution. 
  • Demo of the creation of an accounts receivable reconciliation table with Microsoft Power BI.
  • Conclusion
  • Questions

 

ABOUT RÉJEAN GODIN

Réjean Godin is co-founder and partner at Faction A. He has 25 years of experience as a manager and vice-president of finance, including 20 years in the information technology field, including a public company. Réjean is a graduate of HEC Montréal in business administration, specializing in finance.

ABOUT JEAN-FRANÇOIS MORIN

Jean-François Morin is an analytical solutions consultant at Faction A. Jean-François is passionate about business intelligence and has over 20 years of experience in the North American property and casualty insurance industry. He holds a Master’s degree in Business Intelligence Strategy and a Bachelor’s degree in Marketing. He is the lead instructor for our “Dashboard in a day” Power BI training. He is also a lecturer at the University of Sherbrooke in geospatial intelligence. Jean-François has many years of consulting experience as a business analyst, both in Canada and the United States. 

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