Does your data build or break trust?

Guest(s): Joyce Clinton, Head of Management Reporting Systems and Operations – Americas, MUFG Bank Francine Klein, Senior Solutions Architect, Vendia Links: U.S. Securities and Exchange Commission (SEC) SEC Form 10-K SEC Form 10-Q Funds transfer pricing (FTP) Sarbanes-Oxley Act (SOX)

Episode metadata supplied by the publisher feed · Published Feb 17, 2023

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What this episode covers

A conversation on the real costs of offshoring manual reconciliation in the financial services industry. Joyce Clinton, CPA and Head of Management Reporting Systems and Operations – Americas, at MUFG Bank shares real talk on the challenges and opportunities her team of 26 people have in closing the books and transforming data. Learn about the team’s structure and their path to ensuring the numbers land for all aspects of management and SEC reporting, plus budgeting and forecasting.