What We Deliver
Whether embedded as senior finance leadership or leading a specific initiative, our approach is the same: senior leadership, hands-on execution, and accountability for outcomes—not recommendations from the sidelines.
Finance Operating Model & Organizational Design
We strengthen the finance function end-to-end — aligning structure, processes, governance, and team capabilities so the organization can operate with clarity and consistency.
How we help:
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Developing finance operating models that reflect scale, responsibilities, and accountability
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Improving close and consolidation workflows for speed and reliability
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Enhancing governance, documentation, and internal control frameworks
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Establishing cross-functional operating rhythms across Finance, Operations, and Technology
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Designing shared services and right-sourcing models
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Setting up scalable reporting cadences and leadership alignment
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Assessing team capabilities and building practical development roadmaps
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Providing interim leadership during periods of transition
Outcome:
A finance organization that operates with clarity, speed, and disciplined execution.
Reporting, Technical Accounting & Financial Control
We stabilize reporting environments and reinforce financial integrity — ensuring that the numbers are accurate, well-supported, and ready for leadership, auditors, and investors.
How we help:
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Stabilizing monthly, quarterly, and annual reporting cycles
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Strengthening consolidation accuracy, transparency, and supporting documentation
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Providing technical accounting guidance under US GAAP and IFRS
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Supporting audit readiness and coordination with internal and external auditors
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Developing policies, accounting governance, and documentation frameworks
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Leading restatements or remediation of historical issues
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Enhancing SEC and investor reporting processes
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Designing pro forma and multi-entity reporting
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Supporting statutory reporting across jurisdictions
Outcome:
Accurate, defensible financials that restore leadership and stakeholder confidence.
Systems, Tools & Data Alignment
We help finance organizations ensure their systems and processes support accurate reporting, stronger controls, and efficient operations. Our role centers on helping teams define what they need, prepare for change, and execute with clarity — whether selecting a new system, optimizing what’s already in place, or improving data and workflow reliability.
How we help:
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Needs assessment and current-state evaluation support
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Support with system selection (ERP, reporting, workflow)
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Formulating business requirements for process, controls, and reporting
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Project management support for finance-led system initiatives
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Designing and strengthening internal controls within processes and workflows
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Documentation, policy development, and process mapping
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Supporting functional testing and user acceptance testing
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Go-live readiness and post-go-live stabilization
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Designing shared services and right-sourcing models linked to process design
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Identifying opportunities for cost efficiency through process simplification and better use of existing tools
Outcome:
Systems and processes that work together reliably — supporting consistent reporting, clearer controls, and more efficient day-to-day operations.
Transaction Execution (M&A, Carve-Out, IPO, Exit)
We support companies through their most complex and time-sensitive transactions — bringing structure, clarity, and steady leadership across reporting, operational, and technical workstreams.
How we help:
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Planning and executing M&A integrations across reporting, systems, and processes
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Supporting carve-outs, including standalone reporting, controls, and operating models
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Preparing pro forma financials and transaction-related reporting
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Guiding IPO readiness across reporting, controls, and documentation
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Stabilizing finance functions post-deal
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Providing technical accounting leadership for transactions
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Coordinating cross-functional execution under accelerated timelines
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Supporting buyer and seller diligence with clear, grounded analysis