Incorporating Data Analytics and Related Accounting Careers into a Sophomore Level Accounting Class-Incorporating Data Analytics and Related Accounting Careers

Incorporating Data Analytics and Related Accounting Careers

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The document outlines an initiative to integrate data analytics into a sophomore-level accounting course, led by Christine Cheng, PhD, CPA, at the Patterson School of Accountancy. The endeavor addresses two primary challenges: the accelerated recruiting cycle in accounting, favoring auditing or tax, and the need for data analytics skills at the undergraduate level, which benefits students in internships and provides a broad view of accounting functions.<br /><br />The course introduces critical data analytics tools at the graduate and undergraduate levels. Graduate students learn a wide array of tools such as Alteryx, Azure, Microsoft Suite, Python, R, SAS, and Tableau. In contrast, undergraduates focus mainly on Excel, Alteryx, and Tableau, with optional Python. Besides technical skills, the course emphasizes business skills like critical thinking, effective communication, problem-solving, and storytelling with data.<br /><br />To accommodate this integration, a new course titled "Foundations of Accounting and Data Analytics" was created, replacing a general education requirement. This course is mandatory for all sophomores with introductory accounting knowledge, offering broad introductions to various accounting careers and key accounting functions, aided by guest speakers and practical exercises.<br /><br />The course evaluation relies on timely, specific, and formative feedback, despite the challenge posed by large class sizes. Lessons learned highlight the importance of consistent technology use, particularly the desktop version of Excel, and the necessity of phased video support. Regular office hours and feedback are emphasized, with grading initially based on effort and later on accuracy.<br /><br />Early feedback from students shows an increasing interest in accounting careers and a deepening understanding of accounting concepts. Employers express enthusiasm about potential recruits from the program. Future plans could include a second course or the integration of data analytics throughout the accounting curricula.

Keywords

data analytics

accounting course

Christine Cheng

Patterson School of Accountancy

auditing

tax

Excel

Alteryx

Tableau

Python