Finance Solutions

Partner to Grow

The US is entering the Fourth Industrial Revolution, with digitization and automation sweeping across the nation’s accounting functions. Industry leaders are taking bold moves, while industry followers struggle to keep up.

It’s an opportunity for your F&A team to be viewed as leaders, providing important performance and business partnering guidance to your organization.  Your F&A team must earn the respect of their customer-facing peers with high performance accounting and insightful analysis from the best data possible.

Finance Strategy Execution

If you’re a market leader, you’ve made significant commitments: acquisitions, product development, and capital investment.  

Once your strategy is launched, two important objectives must be achieved:

  • Capture of planned value
  • Execution within the planned timeline

Slippage on either factor creates profit leakage and introduces risk.

    Finance Excellence

    Technology is now a lever, instead of risk. The US has mature ERP systems, coupled with adjoining technologies that work well. SaaS software vendors have also matured. They are easier to install and typically function as advertised.

    These technologies provide outstanding capabilities, but Finance organizations also need to reskill and upskill.  The challenge to your Finance organization comes in two areas:

    • Your team’s ability to consume and leverage these new capabilities
    • The need to change data structures and processes to fully exploit the new software

    Finance as Business Partners

    Operational excellence positions Finance to be a strategic partner to the rest of the company. Your Finance team helps its customer-facing peers with their business challenges:

    • Where can we gain market share?
    • What’s the best strategy for a new acquisition?
    • What drives margins across the business?
    • What blockers must be removed to achieve our strategy?

    While operational excellence creates additional capacity, upskilling, reskilling and recruiting new talent will position your Finance team for greater overall roles and success with the company.

    Today's Solutions

    • CFO as Transformation Leader
    • CFO as Merger Integration Sponsor
    • Financial Strategy & Financial Modeling
    • Finance Merger Integration
    • Outsourcing

    • Business Case Evaluations
    • Finance Strategy & Organizational Alignment
    • Customer Profitability & Margin Analytics
    • Cost to Serve / Customer & Distribution Channel Analytics
    • Centers of Excellence

    Finance Strategy Execution

    If you’re a market leader, you’ve made significant commitments: acquisitions, product development, and capital investment.  

    Once your strategy is launched, two important objectives must be achieved:

    • Capture of planned value
    • Execution within the planned timeline

    Slippage on either factor creates profit leakage and introduces risk.

    Today's Solutions

    • CFO as Transformation Leader
    • CFO as Merger Integration Sponsor
    • Financial Strategy & Financial Modeling
    • Finance Merger Integration
    • Outsourcing

    Finance Excellence

    Technology is now a lever, instead of risk. The US has mature ERP systems, coupled with adjoining technologies that work well. SaaS software vendors have also matured. They are easier to install and typically function as advertised.

    These technologies provide outstanding capabilities, but Finance organizations also need to reskill and upskill.  The challenge to your Finance organization comes in two areas:

    • Your team’s ability to consume and leverage these new capabilities
    • The need to change data structures and processes to fully exploit the new software

    Today's Solutions

    Finance as Business Partners

    Operational excellence positions Finance to be a strategic partner to the rest of the company. Your Finance team helps its customer-facing peers with their business challenges:

    • Where can we gain market share?
    • What’s the best strategy for a new acquisition?
    • What drives margins across the business?
    • What blockers must be removed to achieve our strategy?

    While focusing on operational excellence will free Finance capacity, efforts to upskill, reskill and recruit new talent positions your Finance team for greater overall roles and success with the company.

    Today's Solutions

    • Business Case Evaluations
    • Finance Strategy & Organizational Alignment
    • Customer Profitability & Margin Analytics
    • Cost to Serve / Customer & Distribution Channel Analytics
    • Centers of Excellence

    Trending Technologies

    • Cloud Close & FP&A:  Blackline / Workiva / OneStream / Adaptive Insights / Prophix Planful (Host) / Board / CCH Tagetik
    • BI & Analytics:  Microsoft PowerBI / Domo / Tableau / Qlik / SAS / IBM Cognos Analytics
    • RPA Software:  UI Path / Blue Prism / Edgeverve / Automation Anywhere
    • Team Collaboration:  Slack / Atlassian / JIRA & Confluence / Microsoft Teams / Cisco WebEx and Jabber / Workplace by Facebook
    • ERP Foundations:   Oracle ERP, Netsuite & JD Edwards / SAP / Sage / Dynamics / Workday
    • IT Environments:  On Premise Solutions / Data Center / AWS / Azure / Private Cloud / Hybrid Solutions

    Meet the Team

    Reach Us

    Let’s talk about partnering.

    614-734-8495

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