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Amber Oar

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Staff Analytics Engineer Rocket Money
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Automating accounting's end-of-month close process (and passing a SOX audit) - Coalesce 2023

In this session, the team at Rocket Money explains how they built a Quote-to-Cash (Q2C) system in dbt Cloud that the accounting team uses for end-of-month close. This was also used to pass Rocket Money's first SOX audit with zero deficiencies. The presentation will review how the team gathered requirements (for different products, payment providers, etc.) and built and tested all of their models.

Speaker: Amber Oar, Staff Analytics Engineer, Rocket Money

Register for Coalesce at https://coalesce.getdbt.com