Multi-Year Planning, Automated: A Life Insurance Case Study in Alteryx

CASE STUDY INSURANCE FP&A AUTOMATION · ROWER CONSULTING 10 AXIS Actuarial Files 2 Intangibles Files 6 Mapping File Tabs 2 NER Vector Files Kubera + Hedge Files 22 DATA INPUTS ALTERYX ENGINE MYP AUTOMATION WORKFLOW ENGINE Normalize · Map · Calculate Sign Flip · MoM Change · Rollup GAAP + Stat · MRM Compliant OUTPUT […]