Here are links to my two books, Balancing Act which is a textbook, and Metric Engine, which is a short monograph

Balancing Act Cover Final 4.29.2015 600 dpi

Balancing Act is the story of  the journey from eager student to accomplished expert in reporting and analytics, focused on Business Event Based Insights, explaining computers, data and accounting principles of accountancy and information systems through an engaging narrative of a personal discovery guided by mentors and with real world examples.

ME Cover 300 dpi

Metric Engine:   Reinventing the Data Supply Chains for Business explores a discipline – quantitative business analytics – that is ripe for a disruptive technology.   Metric-generating systems, like finance, risk, and MIS, were among the first business systems automated, and their fragmented architectures and disorganized data structures can no longer meet the growing demands of the 21st Century enterprise.   The principles described in this book show how to meet these demands, with systems every bit as radical as Internet search engines have been, and with as far-reaching consequences.

Resources

Detailed Slides

Finance Architecture Diagram

Various slides used in the vlog are shown here, for closer inspection, including views of the intersection of risk and finance data, consolidated data supply chains, the data volume impact of transactions vs. balances upon the daily financial cycle, and others.

 

Report Process Estimation Spreadsheet

ReportsWorksheet

Balancing Act Part 4 presents a proven method for developing financial reporting applications used on some of the largest financial reporting projects in the world. One portion of this method is report estimation processes.

The spreadsheet template, example and instructions can be used in conjunction with the Balancing Act Chapter 30. Assess Reporting Needs, Chapter 31. Estimate the Data Basis and Chapter 32. Define Summary Structures to estimate processing time and environment requirements before the system is built.

Reusable Video Slides

The following slides have been used in vlog videos. They are available here for download to inspect more closely or to reuse in explaining vlog concepts. These slides may be distributed freely.

CwK E1 Sturctured Data- TNCwK E2 Measurement- TNCwK E3 Transparency- Video TNCwK E4 Posting- TNCwK E5 Timing - TNCwK E11 ERP Posting Processes - ThumbnailCwK E12 Data Warehouses - TN smallCwK E13 Interim Reporting - TNCwK E18 Intro to Step Ups - TNCwK E19 Power of Step Ups - TNCwK E21 Intro to Joins - TNCwK E22 Normalization - TNCwK E35 Master File Update - TNCwK E44 Temporal Events and IL - TNCwK E52 DSC Length and Width - TNCwK E53 DSC Step Ups - TNCwK E63 HP Reclass Overview - TNCwK E64 HP Switch View - TNCwK E65 HP Recast View - TNCwK E66 HP Effective Date Joins -TNCwK E67 HP Reclass View - TNCwK E68 HP Backdating - TNCwK E69 HP Reclass Data Model - TNCwK E71 Architecture Code Sets - TNCwK E155-E164 Intro to Accounting Cycle TN1