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Unlocking Growth & Cost Savings in Finance through Intelligent Automation

Kenneth Mertzel

Senior Director, Industry Strategy & Marketing - Financial Services, Automation Anywhere

Kim Smith

Senior Director, Finance Operations, Automation Anywhere

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The Finance function is facing tremendous pressure to improve efficiency and reduce costs, while strengthening controls and scaling operations to support business growth. Learn how leading organizations are using RPA and intelligent automation to digitize documents, streamline operations, and empower their employees with digital assistants in AP, AR, Treasury, Tax, FP&A, and Financial Operations.

About the Presenters

Kenneth Mertzel

Senior Director, Industry Strategy & Marketing - Financial Services, Automation Anywhere

Ken Mertzel is the global industry leader for Financial Services at Automation Anywhere, a leader in Robotic Process Automation (RPA). He actively works with leading finance organizations across industries to develop customized RPA and intelligent automation solutions which improve productivity and lower operating costs.  

Ken brings more than 25 years of experience as a Finance executive known for improving business performance and organizational effectiveness. Previously, he served as chief financial officer of the insurance group at Bank of America, as well as an associate partner at Accenture, finance controller at Progressive Insurance, and consultant at Bain & Company. Ken earned an MBA in Finance from the Stanford Graduate School of Business as well as bachelor’s degrees in Economics and Biology from Stanford University. 

Kim Smith

Senior Director, Finance Operations, Automation Anywhere

  • Finance Operations, Chief of Staff, Office of the CFO
  • Sr. Director Operations, Ontera
  • Product Management and Finance, Plantronics
  • Finance, National Semiconductor