ADVISORY SERVICES
Finance transformation advisory
We help controllers redesign a close workflow, test it against an approved workpaper and give finance the controls to run it.
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Bank reconciliation · Test the pilot against an approved close.
Where do you need support?
01 / ASSESS
Process and data diagnostic
Find the best place to start.
WHAT YOU BRING
Close calendar, entity list, ERP extracts and policies.
WHAT YOU RECEIVE
Data map, control gaps and ranked pilot shortlist.
02 / IMPLEMENT
Scoped implementation
Run one workflow against a prior close.
WHAT YOU BRING
Approved workpapers, sample data and a finance owner.
WHAT YOU RECEIVE
Parallel-run results and a signed-off workpaper.
03 / OPERATE
Control and change support
Prepare finance to own the workflow.
WHAT YOU BRING
Control owners, escalation routes and training needs.
WHAT YOU RECEIVE
Operating runbook, approval rules and team training.
For the CFO and VP Finance
Use the pilot results to decide where to expand, what to fund and who owns each control.
Discuss an engagement
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