KeenVision: Gaining Process Efficiencies with Enhanced Close Management & Reporting | Joel Jarratt & Marisa Loyer

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This is a podcast episode titled, KeenVision: Gaining Process Efficiencies with Enhanced Close Management & Reporting | Joel Jarratt & Marisa Loyer. The summary for this episode is: <p>The right use of technology can have a transformative effect on the efficiency of a process. Join Marisa Loyer and Joel Jarratt from Planful partner KeenVision to learn close management insights on automated cash flow reporting as well as managing multiple sets of books in Planful, all with the goal of accelerating and streamlining your close management process. </p>

Key Takeaways

What is enhanced close management?

00:54 MIN

Demo: hierarchy management and sibling hierarchies

01:13 MIN

Dealing with multicurrency multiple entities across the globe

00:18 MIN

Demo: Cash flow worksheet

01:21 MIN

DESCRIPTION

The right use of technology can have a transformative effect on the efficiency of a process. Join Marisa Loyer and Joel Jarratt from Planful partner KeenVision to learn close management insights on automated cash flow reporting as well as managing multiple sets of books in Planful, all with the goal of accelerating and streamlining your close management process.

Today's Guests

Joel Jarratt

|Managing Director at KeenVision

Joel Jarratt is Managing Director at KeenVision, where he puts to work 20 years of experience leading finance and accounting teams and working in reporting and controllership roles in publicly traded companies. In addition to roles at WG Consulting, Sirius Solutions, Key Energy Services, and Deloitte & Touche, Joel also brings practical experience as a solution architect to help clients implement Planful solutions, improve their processes, and gain more insight into their businesses.

Marissa Loyer

|Director of Financial Services at KeenVision

Marisa Loyer is Director of Financial Services at KeenVision, where she guides clients on improving consolidations, financial reporting, and financial planning practices. Prior to her current position, Marisa held senior financial and auditing roles at DBM Global and Walker & Armstrong LLP.