Alex McPherson
RK&K, Senior FP&A Manager
Baltimore, Maryland, United States
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Alex McPherson is a Senior FP&A Manager at RK&K, leading initiatives at the intersection of finance, engineering, and analytics. With over a decade of experience in financial modeling, capital planning, and data strategy, he has been a driving force in implementing Microsoft Fabric as a modern data platform. He specializes in budgeting/forecasting and has built AI-enabled audit and compliance solutions, including an LLM-powered tool that detects FAR risks in timesheet data. His work integrates data lakehouse architectures, ELT pipelines, and machine learning to break down silos, improve auditability, and deliver insights to leadership. Passionate about bridging innovation with business outcomes, Alex presents on data governance, risk detection, and modern BI ecosystems. He is pursuing an MBA at Penn State with a concentration in AI, further blending expertise in strategy, analytics, and organizational culture.
Area of Expertise
Topics
CFOs Guide to Data Mastery and Digital Leadership
CFOs’ Guide to Data Mastery: Leveraging Analytics for Digital Finance Leadership was designed for finance leaders who are being asked to make decisions about AI, analytics, data platforms, and automation but may still be operating in Excel-heavy environments. The session connected finance leadership priorities to modern data strategy, showing how organizations can move from fragmented reporting toward secure, scalable, and sustainable analytics.
The AFP 2024 presentation covered the data lifecycle, the difference between ETL and ELT, lakehouse concepts, Microsoft Fabric, OneLake, Power BI, Copilot, governance, and practical finance use cases. The core message was that successful AI and analytics initiatives require a strong data foundation first, not just new tools. The session also included real-world examples around project performance reporting, budgeting and forecasting, and client-facing analytics opportunities.
A finance-focused session on building the data foundation needed for analytics, AI, and digital finance leadership. The presentation walked CFOs and business leaders through modern data strategy, Microsoft Fabric, lakehouse architecture, governance, Power BI, Copilot, and practical finance use cases such as project performance reporting and budgeting.
Modern Data Lakehouse & Audit-Driven ELT
Modern Data Lakehouse & Audit-Driven ELT: Breaking Data Silos & Leveraging AI for Accounting Risk Analysis was a technical-business session focused on how modern data lakehouse architecture can improve analytics, governance, and auditability. The ACEC 2025 Finance Forum presentation explained the differences between data warehouses, data lakes, and lakehouses, then connected those concepts to practical finance and accounting use cases.
The session covered how ELT supports stronger audit trails by preserving raw data, improving lineage, and allowing transformations to be reviewed or re-run as needed. It also included a real-world case study showing how an LLM can be used to analyze timesheet comments and flag potential FAR compliance risks. The session balanced architecture, governance, AI implementation, and practical lessons learned from building audit-driven analytics workflows.
A practical session on using modern data lakehouse architecture and audit-driven ELT to improve data governance, traceability, and accounting risk analysis. The presentation included a real-world example of applying an LLM to review timesheet comments for potential FAR compliance concerns.
What Is Microsoft Fabric? A Conversation for Finance and Accounting Professionals
What Is Microsoft Fabric? A Conversation for Finance and Accounting Professionals was a Finance Fabric User Group session designed to introduce Microsoft Fabric through the lens of finance and accounting. The discussion focused on helping finance professionals understand what Fabric is, why it matters, and how it can support modern reporting, analytics, data integration, and AI-enabled finance workflows.
The session was positioned as a practical conversation rather than a deeply technical presentation, making the topic approachable for FP&A, accounting, and finance leaders who are evaluating how Microsoft Fabric fits into their analytics strategy. Topics included the role of Fabric in reducing data silos, improving access to governed data, supporting Power BI and reporting use cases, and creating a stronger foundation for future AI and automation initiatives.
A Finance Fabric User Group LinkedIn Live session introducing Microsoft Fabric for finance and accounting professionals. The conversation focused on what Fabric is, why it matters to finance teams, and how it can support reporting, analytics, governed data, and future AI use cases.
What Is Microsoft Fabric? Power BI’s Next Arc: AI-Ready Evolution of Dashboards to Dialogue
What Is Microsoft Fabric? Power BI’s Next Arc: AI-Ready Evolution of Dashboards to Dialogue was a Finance Fabric User Group LinkedIn Live session focused on how Microsoft Fabric and Power BI are changing the way finance teams interact with data. The discussion explored the shift from traditional static dashboards toward more conversational, AI-enabled analytics experiences that allow finance and accounting professionals to ask better questions, surface insights faster, and work from a governed data foundation.
The session was designed for FP&A, accounting, and finance leaders who want to understand how Microsoft Fabric supports the next generation of reporting and analytics. Topics included the evolution of Power BI, AI readiness, governed semantic models, finance data strategy, and the practical implications of moving from dashboard consumption to more interactive, dialogue-based decision support.
A Finance Fabric User Group LinkedIn Live session on the future of Power BI and Microsoft Fabric for finance teams. The conversation focused on how dashboards are evolving into AI-ready, dialogue-based analytics experiences supported by governed data, semantic models, and modern finance data strategy.
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