Data and Analytics in Accounting

An Integrated Approach, International Adaptation

Dzuranin, Ann C. / Geerts, Guido / Lenk, Margarita

1. Edition August 2024
672 Pages, Softcover
Wiley & Sons Ltd

ISBN: 978-1-119-88912-0

John Wiley & Sons

Sample Chapter

Further versions

Data Analytics in Accounting: An Integrated Approach develops an integrated data analysis and critical thinking skill set needed to be successful in the rapidly changing accounting profession. Following a pattern-based approach to profiling, cleaning, and transforming data, the book helps explore data from a variety of perspectives for analytical purposes and key data relationships. The text guides students to develop the professional skills they need to plan, perform, and communicate data analyses effectively and efficiently in the real world.
This international edition introduces a new feature "Data Analytics and Decision Making" at the end of the book, which offers students the opportunity to see how they can use data analytics to help solve realistic business problems. In addition, topical changes have been made in select chapters and brief exercises along with multiple-choice questions have been revised in all the chapters.

Plan

1. Data and Analytics in the Accounting Profession 1

2. Foundational Data Analysis Skills 41

3. Motivations and Objectives for Data Analysis 109

4. Planning Data and Analysis Strategies 171

Analyze

5. Analysis: Data Preparation 229

6. Analysis: Information Modeling 299

7. Analysis: Data Exploration 363

Report

8. Interpreting Data Analysis Results 423

9. Communicating Data Analysis Results 483

10. Recent Data and Analyses Developments in Accounting 543

Data Analytics and Decision-making Da- 1

Glossary G- 1

Index I- 1

Ann Dzuranin is the KPMG Endowed Professor of Accountancy at Northern Illinois University. She earned her BS in accounting from Fairleigh Dickinson University, an MBA from New York University, and a Ph.D. from the University of South Florida. She is a CPA with 15 years of experience in both public and corporate accounting. Prior to pursuing her doctoral degree, she was the director of management accounting and international reporting for a Fortune 100 financial service company.

Guido Geerts is a professor and Ernst & Young faculty scholar at the Lerner College of Business, University of Delaware, where he teaches accounting information systems and big data technologies. Guido has received numerous awards for excellence in teaching, research, and service, and is the former chair of the Technology Task Force for the Pathways Commission Recommendation 4. He previously served on the American Institute of Certified Public Accountants (AICPA) Academic Executive Committee (AEC) and currently serves as a trustee of the AICPA Foundation. He is the 2022 recipient of the AAA/J. Michael and Mary Anne Cook/Deloitte Foundation Prize for outstanding undergraduate professor.

Margarita Lenk was an associate professor at Colorado State University. Her areas of expertise include data analytics; machine learning; accounting information systems; controllership; enterprise risk management; governance and internal controls; and sustainability accounting. Professor Lenk taught accounting courses at the undergraduate and MACC program levels. She is a national consultant on curricular reforms and a regular presenter at the American Accounting Association conferences on data analytics. Professor Lenk's articles have been published widely and she has won over 20 teaching awards, including a AAA/Michael J. and Marianne Cook/Deloitte Prize for outstanding undergraduate professor.