Risk & Transformation

IDENTIFY AND MITIGATE BUSINESS RISK

Change means risk. Companies are often challenged with how to navigate risks associated with acquisitions and divestitures, IPOs, regulatory compliance, demanding growth goals, system implementations, cyber threats, and an evolving workforce. Proactive risk management is a critical success factor in helping to achieve business goals and objectives.

YOUR PARTNER IN RISK MANAGEMENT

We identify potential issues, mitigate risks, and safeguard processes, allowing informed decisions that enable optimal business performance and growth. Our capabilities include Controls, Project Management, Internal Audit, and Risk Assessment.

 

YOUR PARTNER IN TRANSFORMATION ADVISORY

We provide consulting services for organizations going through periods of change. We assist companies with acquisition integration, process optimization, new system selection and rationalization, shared service centers (outsource and insource) revamp and centers of excellence reformation. Our capabilities include Finance Transformation and Transaction & Integration.

AREAS OF EXPERTISE INCLUDE:

CONTROLS

We design, evaluate, and/or improve an organization’s financial, business, and information technology (IT) controls, as well as leverage technology to mitigate risk. Our capabilities include:

  • Outsourced or Co-Sourced SOX Support
  • SOX Readiness Assessments
  • Controls Rationalization, Controls Optimization
  • Segregation of Duties
  • Validate IT Dependencies (Automated / Configurable Controls, Key Reports, Key Spreadsheets)
  • Remediate Material Weaknesses and Significant Deficiencies
PROJECT MANAGEMENT

Many companies are going through simultaneous transformations that include organizational and technical elements. These changes pose significant risks, and in many instances expected outcomes are not achieved. Failure to manage inherent project risks can have numerous consequences including operational, reputational, and financial impacts. Our capabilities include:

  • Portfolio Risk
  • Project Risk
  • Project Delivery
INTERNAL AUDIT

Effectively mitigating risks within organizations requires an objective lens to reviewing processes and procedures. We operate as fully outsourced or co-sourced support for company’s Internal Audit functions. Our capabilities include:

  • Pre and Post Implementation Reviews
  • Data Governance
  • Process Improvement Reviews
  • ERP Reviews (Workday, SAP, Oracle, Dynamics, NetSuite)
RISK ASSESSMENT

As organizations respond to regulatory changes or innovate to boost efficiency and rapidly scale, we work to assess the potential risks that can arise from changing business processes or implementing new technologies. Our capabilities include:

  • Business Risk Assessment
  • Technology Risk Assessment
  • Governance and Compliance
Finance Transformation

Finance functions have been transforming for decades. What began with establishing finance back offices and experimenting with outsourcing has evolved to leveraging technology to automate processes and decision-making. We design a strategy around transformation and collaborate across each step of the process. Our capabilities include:

  • Process Design, Redesign, and Optimization
  • Finance Technology Strategy and System Selection
  • Process Automation and Performance Assessment
  • Creating and Managing Key Performance Indicators (KPIs)
  • Establishing Centers of Excellence (COEs)

 

TRANSACTION & INTEGRATION

Strategic transactions allow organizations to accelerate their growth at a faster pace than relying on organic efforts alone. We have expertise in financial reporting, operating models, financial processes, systems, and operational and financial controls to help companies plan and execute the steps associated with a variety of transactional events. Our capabilities include:

  • Integration and Synergies Strategy
  • System and Process Optimization
  • Transition Services Agreements (TSAs) Assessment
  • Integration Management Office (IMO)