The webinar is designed to provide best practices on monthly reconciliation work, including preparation, timing, and common pitfalls to avoid. This session is essential for any financial professional looking to improve their understanding and skills in balance sheet reconciliations.
Learning Objectives:
- Identify the best practices for preparing and reviewing balance sheet reconciliations
- Recognize the impact of balanced sheet reconciliations on the accuracy of financial statements
- Determine common pitfalls to avoid when conducting reconciliations
- List the key steps in the reconciliation process to ensure accuracy and compliance
Nancy Wu
SkyStem
Head of Sales and Customer Success
nwu@skystem.com
(805) 300-0177
Nancy Wu has spent most of her career working in consulting and auditing various accounting departments’ financial close processes for public and private organizations ($200 Million to $4 Billion). Her published work around leveraging user behavior to design internal controls is archived in the Cornell University Library. Ms. Wu is also the author of a whitepaper that discusses management standards around the balance sheet reconciliation process. She is the subject matter expert on an award-winning webinar program that draws hundreds of sign-ups each month on topics ranging from internal controls over financial reporting, to month-end close infrastructure, to Finance tone at the top. Ms. Wu currently leads sales and customer success for SkyStem, a technology company that offers month-end close and reconciliation automation for mid-market companies in banking, healthcare, retail, and various other industries.
About Our Presenter
Headquartered in the heart of New York City, SkyStem delivers a powerful month-end close solution for organizations seeking to streamline their financial processes. The company’s flagship solution, ART, is an enterprise technology that helps CFOs and Controllers shorten the month-end close and the time to issue financials by automating balance sheet reconciliations, managing month-end tasks, performing flux / P&L variance analysis, and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance.
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