Finance BI

We build modern data infrastructure on Azure

Building on the cloud is hard. But it can give your company the flexibility it needs to do business in this fast changing world.

We can help you build a solid, flexible and cost-effective solution.

We are experts in Microsoft Azure and Databricks solutions, and have helped over 50 companies in their transformations across the years.

Ready for data to speed up your business instead of slowing it down? Let’s chat

Owner and Azure Data Consultant

Data Walnut

You worked hard to get your B2C e-commerce store off the ground. And now it’s doing well

But what is the potential of your store: how much better can it do ?

What would happen if you knew the customer lifetime value and could segment your customers ? 
And then find the best action for each segment?
What would happen if you knew the ROI of your marketing campaigns ?
What would happen if you knew the customers at risk of churn and how to retain them ?

You already have all the data, now it’s about getting your data to work for you.

Let’s take your store to the next level together

Founder

L'Oréal

Data and Finance Manager

Unilever

Strategy Analyst

Golder Associates (Italy)

Controller

Academy of Math and Science (USA)

Accountant/Controller

CPA turned Data Engineer: cut data crunching by 10 hours/week with automated processing and data quality checks ⚡️Azure - Databricks - Power BI

I can help you leverage your data in 2 ways:

1- Consulting activity: Azure data consulting
I help companies build a modern data infrastructure (data lake, data warehouse) on the Azure cloud.
Expertise: Azure, Synapse, Databricks, SQL, Python, Power BI

2- Data product: help e-commerce sites with customer retention
My solution helps e-commerce sites segment their customers, approach the segments differently and increase retention.
Expertise: Customer lifetime value, customer retention, customer upsell, B2C e-commerce.

Luca Zanna

Koch Industries

-- Designed and implemented Alteryx driven XML parsing for the Income Tax annual filing package to extract data. Created readable forms via Tableau visualization with estimated savings of > 5,000 hours.
-- Automated audit support documentation using Alteryx and Snowflake tables to reduce 2,000-hour process to minutes.
-- Developed Alteryx reconciliation models, improving productivity and saving 200 hours annually.

Tax Technology Manager - Transformation

AT&T

Financial Technology Leader | Sr Program Manager, Finance | Sr Tax Technology Manager 

AT&T (SBC)

Senior Manager | Lead Financial Systems Analyst

Cingular Wireless

Tax Manager

CPA Firms

Companies included: Joseph C. Kempe, PA (Wealth Management firm), Goldberg Jacobs & Co, LLP (FL – Local CPA firm), J. Randy Hough & Associates, PA (FL – Local CPA firm)

Senior Tax Accountant III | Financial Database Manager

I am deeply passionate about serving as a vital link between finance, technology, and industry professionals, leveraging my extensive expertise in Finance, Accounting, Tax, database architecture, business intelligence, and financial systems transformation. 
My enthusiasm drives me to optimize Accounting and Tax processes, automate repetitive tasks, and eliminate inefficiencies, delivering significant time savings for my team. I take pride in designing clear, impactful visualizations that empower finance professionals to work confidently with their data and calculations. 
Process automation, ways to simplify calculations, or to share my understanding of technology with the team make my day great.
I am committed to lifelong learning and actively pursue advanced certifications to ensure I bring cutting-edge solutions to every partnership, creating meaningful impact and sustained excellence.
✓ Led design and implementation of the State Income Tax tool in cooperation with the 3rd party provider and   the internal IT. The result allowed the elimination of 5,400 work hours and saving of $20,000,000 in potential tax benefits annually.
✓ Researched, designed, and implemented in partnership with the internal IT, the Tax Projection Model expected to provide unprecedented data visibility and potential savings of $30,000,000.
✓ Created blueprint and produced proof of concept of the common database for all of the Tax to simplify data extraction, analysis. and added flexibility for future process improvements. The estimated savings just from the 1st phase of the tool is 4,500 work hours.
✓ Developed financial models for State Apportionment visualizing the process and providing clarity and consistency between the states, resulting in $10,000,000 savings.
✓Created XML parser of the F1120 package to obtain verified filing data – saving of $200K a year.

✓Built Alteryx process of Income Tax Audit specific package – automation saving 2,000 hours a tax season.

My goal is to bring synergy between business and technology.

Let's connect!
Phone: 469.893.0277 
E-mail: vmanincpa@gmail.com

𝐒𝐏𝐄𝐂𝐈𝐀𝐋𝐓𝐈𝐄𝐒
Tax Technology | Program Management | Tax Modeling | Income & Transaction Tax Analytics | Finance Modeling | Data Research | Stakeholders & Providers relationship management | Business Intelligence and Automation | Diagnose and Troubleshoot Tax Tools | Database Management

𝐓𝐄𝐂𝐇𝐍𝐎𝐋𝐎𝐆𝐈𝐄𝐒
Alteryx (ETL), Sigma, Essbase, SQL, PowerBI, Corptax, Oracle/CFAS, OneSource, Python, Excel (Power Query), Tableau, Snowflake, Sigma

Valentina Manin, CPA, MST

taplio

The Battle

Luca Zanna

Valentina Manin, CPA, MST

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