会计 & Data Analytics: What You Need To Know

Companies today have access to more information than ever before. 事实上, SeedScientific estimates 每一天 2.5 quintillion bytes of data are generated. But what does that mean for an accountant?

It means opportunity. 

公司需要强有力的会计领导,将他们的数据转化为有价值的见解,帮助公司改善业务成果,并实时调整不断变化的销售模式.

收集和整理大量数据需要时间、纪律和一定的技能. These skills can be found in an accountant with a background in 数据分析. 他们的知识和经验使他们能够深入挖掘数据并从中提取价值. 

随着可用信息的增加,对熟练的会计师的需求也在增加,他们可以对信息进行分析和背景化, 这使得对具有强大数据分析技能的会计师的需求变得特别重要. 

What Is Data Analytics in 会计? 

According to the Journal of Accountancy 数据分析 “...包括采购相关数据和执行分析……以及在决策中使用分析获得的见解.” 

数据分析被会计师用来做一些事情,比如辨别客户的消费模式, identify market behavior, anticipate trends and predict regulatory reactions. 

专门从事数据分析的会计师管理、分析和挖掘多个数据流. 这样做为他们提供了可用于回答问题的粒度级细节, identify patterns and make fact-based predictions.
 

Ready to make your move in accounting? Gain insights for every career stage in our free 会计 Career Guide.

 

Using 数据分析, accountants can help a company: 

  • Evaluate Performance: 每个业务领域的绩效都可以使用预定的指标进行评估. 会计可能会查看收入数据、季度目标表现或生产数据.
  • Mitigate Risk: Areas of current or potential risk can be uncovered and managed in real-time. 融资需求, 流程流程和投资机会都是会计师可能关注的领域.
  • Understand Behaviors: 跟踪和审查消费者和内部行为模式以及员工生产力波动使会计师能够推动业务决策和增长计划.
  • Build Business Plans: With a detailed understanding of past and present business patterns, a company can confidently make plans for its future. An accountant would look at factors like historical sales numbers, employee retention patterns, organizational spending and equipment life-cycles.
  • Structure Business Improvements: When an area of the company isn’t performing up to expectations, 数据分析 can pinpoint where improvements might be needed. In order to create an effective strategy, an accountant may review sales forecasts, historical sales performance numbers and operating costs.
  • Find Opportunities: 通过分析过去的表现和当前的趋势,可以发现成长和发展竞争优势的机会. 这些包括运营能力、当前客户细分和市场模式.
  • Maximize Profits: With the clear insight that 数据分析 can provide, a company can make decisions that will build up their bottom line. To help with this, 会计人员会查看一些数据点,包括过去的购买行为, current market trends, inventory management and customer orders. 

4 Types of Data Analysis for Accountants

《mg不朽情缘试玩》 believes that by harnessing big data, accountants “...could leverage data management tools, including augmented reality, 为高管层提供人性化和情境化的支出数据,以便根据长期价值做出更好的决策,而不仅仅是投资回报.”

一名熟练的会计师可以使用分析技术将公司从使用静态代表性样本进行决策转变为使用连续的数据监控模型,从而提供整体视图并使他们能够做出更准确和及时的决策.

There are four types of data analysis used in accounting:

  1. Descriptive Analytics
    • An accountant looks to answer the basic question of “What’s Happening.” In order to do this effectively, 他们必须获取所有可用的数据点,并创建反映业务现实的准确报告.
    • Accountants use descriptive analytics to create reports and financial statements.
  2. Diagnostic Analytics
    • The question to be answered here is “Why.会计人员依靠当前信息和历史数据为已知结果提供见解和理由.
    • 诊断分析用于创建仪表板,该仪表板是检查已完成业务周期的一部分.
  3. Predictive Analytics
    • This is where accountants try to discern “What’s Next.” Accountants have long been tasked with creating business forecasts, 但有了大数据,他们也能够预测驱动这些预测的模式.
    • 会计将使用预测分析来开发显示潜在业务结果的模型. 
  4. Prescriptive Analytics
    • Accountants don’t always just have to predict where the business will go, they can help them get there. Using 数据分析, 会计师可以生成事实驱动的报告,这些报告可以转化为可操作的步骤.
    • Prescriptive analytics are used when building data-supported business plans.

While accountants may choose an area to specialize in, they will most likely find themselves working across categories.

Tools for Data Analytics in 会计

成为一名成功的数据分析会计师需要一定的技术技能和批判性思维能力. 你需要能够使用行业特定的数据分析工具来帮助公司做出正确的决策.

理解Python和“R”等语言来创建可用于更大数据集的自定义算法和数据模型也非常有帮助. 

While technical skills are important, you won’t get far without effective communication and presentation skills. It’s important to be able to properly communicate your insights in a clear, 简洁的, and actionable manner.

作为一名会计,你可能会使用不同的会计工具:

  • Excel
    Excel is a popular tool for smaller businesses. It’s easy to navigate for core accounting needs including drafting budgets, building financial statements and developing balance sheets.

  • Accountants who work in larger data-sets (e.g. a mid-sized company) have found 表 to be a strong and flexible tool. It’s particularly valued for its’ ability to visualize data.
  • 权力BI 
    权力BI combines business intelligence and data visualization. It’s also a highly connected application as it easily connects with Excel, Quickbooks, 谷歌分析等,会计师可以使用它来聚合多个数据流.
  • 的想法
    会计师之所以使用的想法,是因为它是专门为数据分析而开发的软件. 数据可以很容易地导入和分析,快速,有效,并在一个用户友好的格式.
  • A.I. 和分析
    A.I. (人工智能)在会计领域具有巨大的潜力,但在数据分析方面,它有局限性. 而一个.I. systems may be able to analyze large datasets quickly, a human will still need to critically evaluate, interpret and create business plans based on that data.

Master the Data, Master Your Career

With new data points continually being generated, 会计数据分析是一个不断发展和日益重要的领域. 数据的潜力和力量使这成为会计师拓展技能的一个令人兴奋和具有挑战性的时期. 

You can get a start on meeting this challenge at Franklin University with their 会计 Data Analytics Certificate. It’s another offering from Franklin’s fully-accredited 会计 程序.

mg不朽情缘试玩在本科和研究生阶段开设了卓越的会计数据分析课程. mg不朽情缘试玩的教师是数据分析领域的专家,他们与世界各地的学生合作,将会计数据分析的具体内容以非常实际的方式带给他们, 有关, current and practical way.

数据正迅速成为商业的货币,其中包含重要的细节和见解, if you just know where to look.

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