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Improving Budget Tracking and Empowering Decision-Making with Custom Apps

Sunday, January 12, 2025
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Improving Budget Tracking and Empowering Decision-Making with Custom Apps
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Managing finances effectively while remaining agile is no small feat. In this session, we’ll explore how Kaufman Rossin used custom-built apps and Domo App Studio to streamline budgeting and reporting. Join us to learn how our integrated dashboard—combining data from ERP, accounting, and payroll systems—enables department leaders to input budgets, track actuals, monitor trends, and proactively address potential risks for more informed decision-making.

  • Learn how custom apps and Domo dashboards simplify budget vs. actuals tracking.
  • See how real-time data integration supports proactive trend monitoring and expense management.
  • Discover how early insights from integrated systems enable faster, more informed decision-making.
Speakers
Lilia Restrepo
Director of Business Intelligence
Lilia Restrepo
Lilia Restrepo
Director of Business Intelligence
Kaufman Rossin

Lilia Restrepo is a business intelligence director with over a decade of experience transforming complex data into actionable insights. She specializes in creating impactful dashboards, developing customized reporting solutions, and designing ETL processes that enhance efficiency and decision-making. Drawing on her background in business analytics, accounting, marketing, and procurement, she has a unique ability to understand complex business challenges and translate them into data-driven strategies. Fluent in English and Spanish, she collaborates with diverse teams to deliver tailored BI solutions that align with organizational goals and create measurable impact. Before joining Kaufman Rossin, Lilia built her expertise in the media industry, applying analytics to solve business and financial challenges. She holds a bachelor’s degree in accounting from the Universidad Tecnológica de México, and a master of science in big data analytics from St. Thomas University. Passionate about leveraging data as a strategic tool, Lilia empowers organizations to uncover insights that drive growth and innovation.

Richard Salinas
COO
Richard Salinas
Richard Salinas
COO
Kaufman Rossin

Richard Salinas serves as the chief operations officer (COO) at Kaufman Rossin, where he oversees all operational aspects of the firm, driving efficiencies through data and technology. With over eight years of leadership experience, Richard has a proven track record of transforming organizations into streamlined, data-driven enterprises. Before joining Kaufman Rossin, Richard served as COO for a multinational fine jewelry company, where he launched multiple retail locations across several countries and centralized operations in South Florida. Over his 4.5-year tenure, he implemented nine software applications, established reporting systems, and transitioned the company from a fragmented, paper-based structure to a fully integrated, data-centric organization. Richard’s experience bridges public accounting and operational leadership, having worked at PwC and Kaufman Rossin, where he has provided services across diverse industries, including legal, technology, real estate, and financial services. His expertise includes operational assessments, process improvements, regulatory compliance, software optimization, and outsourced C-suite management. At Kaufman Rossin, Richard is deeply committed to aligning the firm's strategic vision with its operational processes. He works closely with departments to evaluate workflows, optimize data capture, and implement automation tools that enhance decision-making and synergy across the organization. His people-first philosophy fosters inclusivity and engagement while ensuring successful implementation of business goals. Richard holds a bachelor of science in accounting from Florida State University and a master of accounting degree from Nova Southeastern University.

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