Case Study

Finance Transformation at KeyBank Expands to CECL, SOX, and More

Finance Transformation at KeyBank Expands to CECL, SOX, and More

Pages 3 Pages

CUSTOMER STORY Finance Transformation at KeyBank Expands to CECL, SOX, and More Teamwork, accountability, integrity, and leadership are a way of life at KeyBank, where their core values carry over to their finance transformation initiatives. The goal: finding ways to improve complex processes involving multiple people, so teams can streamline work, reduce the risk of error, and gain more time for strategic analysis. More time for richer reports Less time finding data Streamlined reviewsInstead of using traditional printers, email chains, and shared drives to produce 10-Qs and 10-Ks, the bank creates, edits, and files SEC reports digitally using the Workiva cloud platform. Senior Director of External Reporting and Accounting Policy Stacy Gilbert also started managing accou

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