Showing results for 
Search instead for 
Did you mean: 

Tax, Audit + Office of Finance

Welcome to the Alteryx Tax, Audit + Office of Finance User Group!

This user group is for anyone who works with money in their data. Maybe you're in the finance or accounting department at your organization, or maybe you use Alteryx to analyze tax and audit data. Perhaps you work at a bank or are a consultant in the financial sector. No matter who you work for or what your title is - if there's money in your data, this user group is for you.

Please join us in sharing experiences, best practices and knowledge.

User Group Leaders:

Foster King Rohit SomaniAlejandra LyonMarie Hibbert

Welcome & Guidelines

Find tips to make the most of your User Group experience.

This is an open group. Sign in and click the "Join Group" button to become a group member and start posting.

Q1 2019 Finance User Group Meeting Recap


Hi Finance UG Members!


We really appreciate and thank everyone who attended our Q1 Finance User Group meeting on March 29th!


In this meeting we welcomed a new member to the Leadership Team: @alyon, Sr. Financial Systems Analyst at DCP Midstream (Please join us in welcoming Alejandra to the team!).


Additional thanks to our talented presenters: Mauricio Pommier, EY and @pankajk, TD Bank



(view in My Videos)



Mauricio Pommier, Senior Data Scientist of EY 


Mauricio was able to walk us through his workflow in using Alteryx macros to streamline his Data Compression process - creating standardized reports using new tools, outputting statistics to server, and distributing sample workflows apart of their macro configuration.


MP-Key Takeaways.PNG




























Pankaj Kotak, Manager Innovation and Data Steward, Branch Banking Finance of TD Bank


Pankaj walks us through productivity process improvements from:

  • 50% time reduction in downloading data
  • 20,000% improvement in cleansing, blending, manipulating data
  • 444% improvement in delivering analysis
  • 3.5 times increase in sample size

and TD's progress with Alteryx:




You too can share your work at the Finance UG!


The Finance User Group is always looking for presenters who would like to share their use cases. If presenting interests, you, please email or reach out to one of the group leaders!


Alteryx Announcements:


  • Inspire will be taking place on June 10-14, 2019 in Nashville, TN. Join us at our Q2 UG meeting Thursday June 13th at 7:00 AM!
  • If you missed any meetings, you can catch all recordings right on the Alteryx Community Page – Meeting Round up. All Industry User Group meetings are recorded and are available for replay.


Your User Group Team!


Sorry for coming into the discussion so late. I finally got around to posting something to this group. If anybody would like to get in touch with me, this is Mauricio Pommier from EY. I'm more than happy to connect via e-mail at




Mauricio Pommier