Financial & Consolidation Application Consulting

We provide finance and consolidation application selection, solution architecture, and implementation tailored to your organization’s unique needs.

Financial application consulting, selection, and support

Whether you’re in the process of evaluating financial applications, seeking the best implementation partner or searching for in-depth training and support, we can support you with our full range of services.

End-to-end Support for CPM, ERP, and Financial Reporting Platforms 

Our team has extensive experience with industry-leading Corporate Performance Management (CPM), Enterprise Resource Planning (ERP), and financial reporting solutions, as well as strategic partnerships with technology leaders including OneStream Software, Netsuite, Workiva, and Microsoft. 

Corporate Performance Management (CPM)

We help organizations implement CPM solutions that provide a platform solution to help with greater integration, security, availability, and scalability, along with quicker and more meaningful reporting. We are a Diamond-level OneStream implementation partner. 


Reporting and Compliance Platforms

Align account reconciliation and transaction matching systems and solutions with financial reporting to improve the integrity of your financial results. In addition, we’ll help you support global reporting requirements such as US GAAP, IFRS, and other local statutory requirements.


Enterprise Resource Planning (ERP) Solutions

We provide implementation and ongoing support for ERP solutions to assist with strategic planning and modeling, financial budgeting and forecasting, and detailed operational planning.


Optimizing the Value of Your Business Applications

Our deep application expertise will help you prepare for change and optimize your existing financial applications and processes. Our team can assist with:

Global financial planning, forecasting, consolidation and reporting (e.g., GAAP, IFRS, statutory, pro forma)
Cash flow reporting
Strategic planning and modeling
Adapting and managing impact of business combinations and divestitures
Multi-currency translations, eliminations, consolidation
Ongoing CPM application support
ESG (Environmental, Social and Governance) data gathering, calculations and reporting requirements