Transaction and Transformation

LEVERAGING INDUSTRY EXPERIENCE, TECHNICAL KNOWLEDGE AND TECHNOLOGY

Growth-minded companies have strategic initiatives to improve business. Often these improvements occur from within, where companies transform the way they operate by making investments in technology and people to re-engineer their processes. Other times, a strategic transaction may provide a company an opportunity to use integration to improve metrics, operations, etc.

YOUR PARTNER IN TRANSACTION AND TRANSFORMATION

Our Transaction and Transformation Practice provides consulting services for organizations going through periods of change. Our experiences include helping companies integrate acquisitions, optimizing processes, selection and rationalization of new systems, revamping shared service centers (outsource and insource) and reforming centers of excellence.

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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 can design and drive the implementation of your transformation, collaborating across each step of the program. 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 AND INTEGRATION SUPPORT

Strategic transactions allow organizations to accelerate their growth at a faster pace than relying on organic efforts alone. We have expertise in managing and implementing changes to 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 Realization Support
  • System and Process Strategy and Optimization
  • Support Transition Services Agreements (TSAs)
  • Integration Management Office (IMO)
OPERATIONAL ACCOUNTING AND FP&A

Whether a result of strategic deals, changing regulatory requirements or business system implementations, the Office of Finance is challenged with maintaining or improving operational efficiency while ensuring compliance.  We add value by driving continuous improvement across all aspects of operational accounting, including the monthly close process while mitigating compliance risk and the potential for errors.  Our capabilities include:

  • Management and Support of the Monthly Financial Close Process
  • Audit Support and Readiness
  • Planning, Budgeting and Forecasting
  • Financial Data Analytics
  • Financial Modeling and Strategic Planning