Finance Process Improvement

Assess, Identify, Results

Our approach to process improvement is based on the assessment of our clients’ current state business processes, recognize what is working and identify gaps and opportunities for efficiency.

We help facilitate discussion on the vision for “where you would like to be” and work with you in defining a roadmap for “how to get there”.


  • Evaluate the close and consolidation process to identify gaps and apply leading practice to streamline the close cycle.
  • Evaluate Planning and Budgeting process to identify gaps and propose relevant leading practices.
  • Develop a reporting strategy by evaluating current state reports, prioritize and rationalize reporting across the enterprise.
  • Evaluate Data and metadata requirements across the enterprise with the goal of defining an effective process for maintenance and governance.