ADVISORY

Finance & Accounting Transformation

For CFOs navigating the transition from legacy ERP environments to intelligent, automated finance operations. We combine deep domain expertise in GAAP/IFRS compliance with modern data architecture to deliver finance functions that are faster, cheaper, and more insightful.

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WHAT IT IS

From manual reconciliation to autonomous financial operations.

We redesign finance operating models from the ground up — automating close cycles, modernizing reporting infrastructure, and building predictive financial systems that give CFOs real-time visibility into performance drivers.

WHAT WE DELIVER

Deliverables, not decks.

Finance Operating Model Design

End-to-end redesign of your finance function across people, process, and technology.

Accounting Automation

RPA and AI-driven automation of reconciliation, journal entries, and intercompany transactions.

Financial Reporting & MIS

Modern dashboards and self-service analytics replacing static Excel-based reporting.

Risk & Controls Framework

SOX-compliant control frameworks integrated into automated workflows.

Financial Data Analytics

Predictive models for revenue forecasting, working capital optimization, and cost allocation.

WHO IT'S FOR

Is this the right engagement for you?

INDUSTRIES

Banking, Insurance, Manufacturing, Healthcare

COMPANY SIZE

$100M–$10B revenue

THIS IS FOR YOU IF…

→Your month-end close takes more than 5 business days
→Your finance team spends 70%+ of time on data gathering vs. analysis
→You are migrating from legacy ERP and need to redesign downstream processes

HOW WE DELIVER

Engagement methodology

Diagnostic

Map current finance processes, identify automation candidates, benchmark against industry peers.

Week 1–2

Target Model Design

Define the future-state operating model with clear KPIs and technology requirements.

Week 3–4

Build & Automate

Implement automation, integrate data pipelines, deploy reporting dashboards.

Week 5–10

Go-Live & Transfer

Production rollout with parallel runs, training, and capability transfer to your team.

Week 11–12

OUTCOMES

What our engagements deliver.

Finance close cycle reduced from 12 days to 4 days

60% reduction in manual reconciliation effort

Real-time financial visibility across all business units

CLIENT RESULTS

From engagement to outcome.

Global EMEA Bank

CHALLENGE

Month-end close required 15 business days with 200+ manual reconciliations across 8 entities.

APPROACH

Redesigned the close calendar, automated 140 reconciliations with RPA, and built a real-time close dashboard.

OUTCOME

Close cycle reduced to 4 days. Finance team reallocated 1,200 hours/quarter to strategic analysis.

RELATED SERVICES

Adjacent capabilities.