Functional Areas
Accounting & Financial Reporting
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General accounting execution support and interim roles
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Technical Accounting
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Post-merger Accounting Integration
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Internal Controls
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Financial Reporting
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SEC Reporting
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Audit preparation and Internal audit support
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Accounting automation
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Close process improvement
Interim Financial Management
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Execute day-to-day work while you take your time to make the right hire
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Document process and best practices to support transition
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Make process improvement suggestions
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Support must-do work during reorganization
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Test newly created roles with a consultant before making a permanent hire
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Support transition and training of newly hired staff
Financial Planning & Analysis
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Budgeting and Forecasting
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Data Analysis and Synthesis into actionable insights
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Sales Support and Profitability Analysis
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Pricing Analytics
Financial Systems Implementation
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Defining Requirements and Project Scoping
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Project and Workstream Leads
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Backfilling day-to-day roles while team supports system transition
M&A Post-Merger Financial Integration
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Ensure process alignment
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Create and execute TSAs
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Carve-out strategy and execution
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Align data flows with new or legacy systems
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Functional integration support
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Supporting team stability with interim roles as needed
Process Documentation & Redesign
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Documenting as-is process
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Delivering process improvement recommendations
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Executing process improvement recommendations