Advisory Expertise
Financial Data Model Architecture
Executive design for the chart of accounts, worktags, ledger structure, and dimensional reporting model. Representative capabilities: chart of accounts design and redesign; worktag strategy and governance; financial data model optimization; ledger account rationalization; dimensional reporting design.
Record to Report
Close and consolidation advisory across journal governance, intercompany accounting, and reporting books. Representative capabilities: general ledger; journal processing and governance; financial close and consolidation; intercompany accounting; alternate ledgers and reporting books.
Procure to Pay
Procurement operating discipline across suppliers, invoices, sourcing, expenses, and control design. Representative capabilities: supplier management; strategic sourcing; procurement; supplier invoices; expense management; procurement governance and controls.
Projects, Grants & Funds
Grant, fund, endowment, capital project, billing, and sponsor reporting structures. Representative capabilities: grants management; sponsored programs; fund accounting; endowment accounting; capital projects; project billing; cost share and grant reporting.
Banking & Treasury
Treasury operations advisory across cash, reconciliation, settlement, payment processing, and bank integrations. Representative capabilities: cash management; bank reconciliations; settlement configuration; payment processing; treasury operations; banking integrations.
Reporting & Analytics
Executive reporting design that connects financial statements, operational insight, KPIs, and reconciliation needs. Representative capabilities: financial reporting; composite reporting; dashboards and KPIs; operational reporting; reconciliation reporting; executive reporting.
Accounting Center & Integrations
Source-to-accounting architecture that aligns accounting rules, integration design, and enterprise data governance. Representative capabilities: Accounting Center design; accounting rules; source-to-accounting architecture; financial integrations; data governance; enterprise financial ecosystem design.
Fixed Assets & Inventory
Asset and inventory advisory across capitalization policy, valuation, reconciliation, and construction-in-progress processes. Representative capabilities: asset accounting; capitalization policies; construction in progress; inventory management; inventory valuation; asset reconciliation.
Governance & Optimization
Optimization advisory for post-go-live stabilization, release readiness, security, controls, and operating model improvement. Representative capabilities: Workday health assessments; post-go-live stabilization; release management; security and segregation of duties; finance controls and compliance; operating model design.
Contracts to Cash
Contracts-to-cash advisory across customer contracts, invoicing, revenue management, payments, and receivables controls. Representative capabilities: customer contracts; customer invoicing; revenue management; customer payments; accounts receivable.
Expenses
Expense operating model advisory across employee spend, corporate card programs, policy controls, and reporting. Representative capabilities: expense management; corporate card programs; spend controls; expense reporting.
Data Conversion & Readiness
Deployment readiness advisory that connects conversion strategy, legacy data mapping, validation, mock cycles, and cutover planning. Representative capabilities: conversion strategy; legacy data mapping; opening balances; reconciliation and validation; mock conversions; cutover planning.
