Interactive Financial Statements in Power BI – Taking Your Analysis to the Next Level

Interactive financial reporting is a critical capability for finance professionals in today’s data-driven business landscape. This webinar explores how Power BI, Microsoft’s leading business intelligence platform, can elevate financial analysis and reporting to new heights. Rishi Sapra, Founder of Learn Data Insights, guides attendees through the transformative potential of Power BI for finance teams.

Highlights:

  • Rishi’s background as a Microsoft MVP and his experience in data analytics and financial modeling, providing valuable insights for finance professionals
  • An overview of the core components of Power BI, including data connectivity, modeling, visualization, and integration with Microsoft Fabric
  • Exploration of the unique challenges faced by finance teams in working with financial data, such as data quality, accuracy, and the need for a centralized data repository
  • Demonstration of real-world examples and practical applications of Power BI in creating interactive income statements, leveraging custom visuals and annotations, and utilizing co-pilot for generating insights
  • Discussion on the importance of metadata and descriptions in Power BI to improve the reliability and accuracy of co-pilot-generated insights
  • Information on the upcoming GrowCFO ExLF program’s Power BI course, offering hands-on, experiential learning opportunities for finance professionals

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What It Takes to Scale Through Acquisition

Scaling through acquisition can double the size of your business—but only if your finance systems, controls and culture keep up. In this session, Tim O’Reilly, Ed Mortimer and Kevin Appleby share how Guild Garage Group used Sage Intacct, a unified tech stack and disciplined capital allocation to grow from 0 to 28 partners and $300m in revenue, while staying in control of cash, risk and performance.

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