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Olivia MacDonald

PwC

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PwC

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1 to 20 of 44 total

RE: How far have you gone with Vena? (FP&A Manager looking for peer stories)

Posted By Olivia MacDonald 05-16-2023 11:06
Found In Egroup: General Discussions \ view thread
How do you leverage Vena? Size of your organization / Industry / Number of users / Number of currencies 700+ employees / fintech and professional services / approx 400 users (we use this for any variable pay statements) / three currencies How many budgeting scenarios or planning cycles do you manage ...

RE: Google Sheets

Posted By Olivia MacDonald 03-15-2023 13:44
Found In Egroup: General Discussions \ view thread
I don't know if this is helpful/something you already do (and it isn't google sheets) BUT there is the ad-hoc tool that acts a little bit more like google sheets rather than the standard Vena report. You can build a quick and easy report and save it to your desktop/online drive and share it directly ...

Women In Finance Episode 2: Becoming a Great Finance Leader

Posted By Olivia MacDonald 03-15-2023 13:26
Found In Egroup: Women in Finance \ view thread
Hi everyone! I am just after watching the latest episode of the Women in Finance series and was looking for somewhere to share my thoughts and continue the conversation! There were three things that really stood out to me: Asking for opportunities - In the past, I had the opinion that if you do good ...

RE: Happy International Women's Day!

Posted By Olivia MacDonald 03-08-2023 11:18
Found In Egroup: General Discussions \ view thread
Happy International Women's Day! I loved watching Christine's interview. I felt like there were three main themes that resonated with me: The importance of process improvement The value of mentorship Changing Career Paths The changing career paths was a particular "a-ha" moment. To hear ...

RE: Introduce Yourself to the WIF Community!

Posted By Olivia MacDonald 02-21-2023 14:17
Found In Egroup: Women in Finance \ view thread
Hi everyone! My name is Olivia MacDonald and I am a senior FP&A Manager here at Vena. I am based in Burlington, just about 40 minutes outside of Toronto, although I was born and raised in Ireland.  My favourite excel hack is customising your toolbar. If there is a tool you use all the time, try right-clicking ...

RE: Personnel planning

Posted By Olivia MacDonald 01-19-2023 09:31
Found In Egroup: General Discussions \ view thread
Hey David! We use a separate data model. For Account, we have it pretty in line with what you'd expect in your Budgeting model, but we just included the personnel expense accounts, with a few extra statistical accounts. For Employee, we have everyone listed by their employee ID with their name in the ...

RE: Empower Strategic Finance with Analytics for #12DaysofVena

Posted By Olivia MacDonald 12-28-2022 10:51
Found In Egroup: General Discussions \ view thread
This looks great! If a user has access to the Insights tab, would their personal user permissions impact what they can see here? ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC ------------------------------

RE: Interested in bringing your salary review process into Vena? #12DaysofVena

Posted By Olivia MacDonald 12-28-2022 10:23
Found In Egroup: General Discussions \ view thread
Absolutely love this! These templates have helped streamline our process and added a much-appreciated level of visibility. This is a great way to expand on the Workforce Planning package. ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC ----------------- ...

RE: 📊 FORUM EXCLUSIVE EVENT: FP&A Presentations with Soufyan Hamid

Posted By Olivia MacDonald 12-14-2022 14:26
Found In Egroup: General Discussions \ view thread
@Carter Russell thought you'd find this interesting ​ ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC ------------------------------

RE: How to Suppress Zeroes and Keep Relevant Empty Accounts on Templates #12DaysofVena #GiveAndGetHelp

Posted By Olivia MacDonald 12-14-2022 13:50
Found In Egroup: General Discussions \ view thread
Great post @Qin Chen! Another tip is the template builder can enable the Insert Row function. This way if they forgot an account or a new account becomes relevant, the contributor can self-serve​ ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC --------- ...

RE: What is your favourite visualization for a finance presentation?

Posted By Olivia MacDonald 12-13-2022 15:28
Found In Egroup: General Discussions \ view thread
Bar chart with a line - so much so that I have to actively try to stop every slide from looking the same ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC ------------------------------

RE: SOX Compliance & Internal Audit with Vena! #12DaysofVena

Posted By Olivia MacDonald 12-13-2022 14:34
Found In Egroup: General Discussions \ view thread
Absolutely love this! I think this is a great practice even for non-SOX companies. Great to be preemptive when it comes to controls. Would you envision the auditor getting access to review this template live in Vena or saving a copy/pdf to share with the audit team? ------------------------------ ...

RE: Project Planning with Vena!

Posted By Olivia MacDonald 12-07-2022 17:33
Found In Egroup: General Discussions \ view thread
This is such a powerful use-case for Vena! I saw it firsthand as a consultant where a non-profit was using project planning for the grants they receive. Very cool to hear we have a record label on the books too! Any chance of Taylor Swift tickets 👀 ------------------------------ Olivia MacDonald ...

RE: The gift of Excel Templates! #12DaysofVena

Posted By Olivia MacDonald 12-06-2022 09:31
Found In Egroup: General Discussions \ view thread
@Toyin Olopade you might find the AE Sales and BDR Planning templates interesting. There's reference to position and quota planning​ ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC ------------------------------

#12DaysofVena gift of Professional Services Bonus Model in Vena

Posted By Olivia MacDonald 12-06-2022 08:52
Found In Egroup: General Discussions \ view thread
For my #12DaysofVena gift, I created this video that demonstrates how to streamline your professional services bonus process through Vena! Within 3 minutes, you will see how to add someone to the bonus process, calculate their quarterly result, and the statement the end user will receive detailing their ...

RE: 📊 FORUM EXCLUSIVE EVENT: FP&A Presentations with Soufyan Hamid

Posted By Olivia MacDonald 12-02-2022 15:16
Found In Egroup: General Discussions \ view thread
I'd love it if you could touch on numbers vs visuals - we've had some debate in the finance team about the best approach ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC ------------------------------

RE: 🎁 The #12DaysofVena: Your December Gifts From Vena

Posted By Olivia MacDonald 12-02-2022 13:56
Found In Egroup: General Discussions \ view thread
I'm on tenterhooks waiting to post my gift 🤞 See you at 9am on December 6th! ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC ------------------------------ ...

RE: The gift of CPE/CPDs! #12DaysofVena

Posted By Olivia MacDonald 12-02-2022 13:54
Found In Egroup: General Discussions \ view thread
At Vena, we do a monthly close but we're continually working to streamline the process. This has resulted in us completing some "close activities" throughout the month to take as much pressure off the first week of the month as possible. I would love to hear if anyone has achieved a 3-day close and what ...

RE: 📊 FORUM EXCLUSIVE EVENT: FP&A Presentations with Soufyan Hamid

Posted By Olivia MacDonald 12-02-2022 13:51
Found In Egroup: General Discussions \ view thread
This is such great news! I only recently started following @Soufyan Hamid on Linkedin so can't wait to join. The CPD hours are also a very nice bonus 👀​ ------------------------------ Olivia MacDonald Manager, Financial Systems and Operations PwC ------------------------------ ...

Change Management with Software Implementation

Posted By Olivia MacDonald 11-30-2022 09:53
Found In Egroup: General Discussions \ view thread
Hi everyone! I joined Vena's Financial Systems and Operations team almost 2 years ago and my biggest learning curve was "if you build it they will come" is not at all true. I started working on all these improvements just to find people using their old versions 2 months later. This taught me the importance ...