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Integrating intelligent automation in your close cycle

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The financial close is an integral part of the financial cycle to produce insights and drive decision-making. The typical financial close, however, is rife with challenges due to multiple manual touchpoints, disparate technologies, limited data insights, and disconnected teams. With the emergence of digital technologies, finance leaders have the opportunity to address these shortcomings and future-ready their organizations. In this discussion, the Grant Thornton Transformation team will highlight the challenges of the financial close, the intelligent automation paradigm, and considerations to transform their finance organizations.

Learning Objectives:

  • Common challenges associated with a financial close
  • Understanding technology and finance transformation
  • Considerations for a transformation journey
  • Technologies for a digital close
  • Case study for leveraging intelligent automation


Roy Nicholson
National Managing Principal, Digital Transformation & Management, Grant Thornton LLP

Based in Silicon Valley, Roy Nicholson is National Managing Principal of Grant Thornton Digital Transformation practice. Roy has 25 years of management consulting and software company leadership experience focused on technology strategy, product and custom software development and systems implementation. Roy is experienced in the end to end process of bringing software solutions to market and successfully attaining value through effective implementation for clients.

Roy has significant experience in helping clients develop enterprise technology strategies and then with the successful execution of those strategies. He has had a focus on enabling process improvements around digital content management in addition to process and workflow automation. He has also led multiple product development efforts for his employers in addition to helping clients bring new digitally enabled product and service offerings to market.

Justin Quan
Director, Transformation Advisory Services, Grant Thornton LLP

As a CPA and MBA, Justin is an accomplished professional with 20+ years of experience with Finance Transformation initiatives focused on finance process design as a result of technology implementations, post-acquisition integrations, and IPO-readiness. Prior to joining Grant Thornton, Justin was responsible for client delivery and business development at a Big 4 accounting firm, where he managed Finance Transformation engagements for Fortune 1000 clients in the technology, healthcare, and other industries.

Prior to consulting, Justin held various finance leadership roles in industry across forecasting, reporting, and accounting as an Assistant Controller and Senior Manager managing multi-million business units and large finance teams. Justin’s unique experience as an operational finance leader and consultant allows him to provide the valued perspectives his clients need and offer insights grounded in real-world scenarios


Event Details:

Thursday, January 20th
Noon, Greeting/Presentation
1:00 PM Networking

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CPE Credits

One (1.0) CPE credit available. Field of Study: TBA

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website,



Registration is closed, please contact Micky at [email protected] for questions.