Modern Finance

Jesse Todd Group Finance Manager, US Today’s finance challenges “By adopting innovative technologies, finance will strengthen it’s business leadership through compliance, accuracy, and efficiency.” — Amy Hood, Executive Vice President and Chief Financial Officer, Microsoft Modern Finance transformation Modern Finance transformation Modern Finance transformation Modern Finance transformation Microsoft Finance journey

Modern Finance – “Transform using MS Cloud” – Financial Analysis – Business Process Automation & Reporting – Risk Management – Strategy & Forecasting

Core Finance – “Discipline at the core, flexibility at the edge” – Standard reporting – Consistent taxonomies

One Finance – Accounts payable – Accounting transactions recording – Procurement – Statutory & Tax

Microsoft Solutions Azure + Power Power Query Dynamics 365 Pivot Power View +

2000 2005 2010 2015 Today Digital transformation journey

What happened? Static reports Decisions

Why did it happen? Interactive dashboards

What will happen? Predictions

What should I do? Recommendations

Was it successful? Automation

Value Microsoft Finance systems of intelligence

What happened? Microsoft 365 Static reports Decisions Dynamics 365 Why did it happen? Interactive dashboards

What will happen? Predictions

What should I do? Recommendations

Azure Was it successful? Automation

Value Modern Finance focus areas

Financial Analysis Strategy & Business Process Risk & Reporting Forecasting Automation Management

Financial

Modern Tax Analytics Interactive External Global Business Customer Business Platform Financial Financial Reviews on Lifetime Value Management Statements Reporting KPI Lake Analytics Portal Strategy & Forecasting

Machine Machine Predicting Real Estate Headcount Services Learning Learning Capacity Forecasting COGS Revenue Accounts Game Planning Forecasting Forecasting Receivable Volume Forecasting Business Process Automation

Finance Credit & Contracts Financial Tax Report MSTravel App Operations Collections Setup Management Automation Chatbot Chatbot Automation Reporting Automation Risk Management

Global Policy Compliance Blockchain SmartLink: General Data Travel, Gift Tool Predictive Excel to Word Protection and Hosting Analytics Cross-linking Regulation Compliance in the Cloud (GDPR) Empowering finance employees Time spent on various activities in Finance

Skillset After

Deep analytical and strategic thinking Influencing and negotiating Diverse project management Advanced business knowledge

Operational thinking Transactional expertise Task management Basic business understanding Modern Finance transformation increasing efficiency Since 2009 headcount has grown only 14% while revenue is up 89% Finance Employees 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 © Copyright Microsoft Corporation. All rights reserved. Modern Finance: Driving Greater Business Impact Through Digital Transformation CPE CODE IT223