See above for an insightful webinar featuring Zach Allen, SVP & Corporate Controller at Blue Sky Bank, along with Capitalize’s Brian Zahn, Managing Partner, and Andrew Trettel, Office of Finance Manager.
Together, they’ll take you through Blue Sky Bank’s journey of integrating Alteryx and BlackLine to transform and automate financial processes. This session is particularly valuable for Controllers and finance professionals seeking to enhance efficiency and maintain compliance in their organizations.
What You’ll Learn:
In this video, Zach Allen will share how Blue Sky Bank overcame challenges related to rapid growth, understaffed accounting teams, and maintaining compliance with the new FDICIA audit requirements by harnessing the combined power of Alteryx and BlackLine. You’ll gain firsthand insights into how these tools were selected, implemented, and leveraged to drive efficiency and maintain compliance in a complex banking environment.
Key Takeaways:
- Why Blue Sky Bank Needed Alteryx and BlackLine: Understand the strategic reasons behind integrating these solutions during a period of rapid growth and increasing regulatory demands.
- Seamless Integration for Enhanced Data Management: Learn how Alteryx was used to streamline data integration, improve data quality, and ensure consistency across financial systems.
- Automating Financial Processes: Discover best practices for automating data preparation and reconciliation tasks and how Blue Sky Bank scaled these processes despite limited resources.
- Real-World Use Cases: Zach will walk you through specific examples of how Alteryx and BlackLine were used to handle daily operations, including General Ledger balances, transaction matching, and internal control reporting.
- Achieving Compliance with FDICIA Requirements: Learn how the integration helped Blue Sky Bank meet stringent audit requirements while optimizing their internal processes.
Who Should Watch?
This session is ideal for:
- Controllers and finance professionals interested in automation and technology
- Risk management and internal auditors
- IT and operations managers
- Anyone looking to streamline or scale financial operations with automation
Whether you’re a current Alteryx or BlackLine user looking to expand your automation capabilities or just beginning to explore these technologies, this webinar will provide valuable insights applicable across various industries.
Why Watch?
- Gain actionable insights from a real-world banking case study.
- Learn how to improve efficiency and maintain compliance through automation.
- Discover practical strategies to enhance your financial data management.
Capitalize helps organizations radically change the way they make decisions by using cutting-edge analytics solutions to uncover, discover, and extract hidden insights in data. We specialize in helping finance and accounting teams with Alteryx implementation and use case identification, ensuring seamless integration and automation that drive real business results.