Financial Management & Reporting

Our Financial Reporting service addresses the core function of the finance department: monthly, quarterly and annual close, full close schedules, reporting schedules, reconciliations by account, audit books prepared for your auditors, and monthly, quarterly, and annual financial statements. We work hand in hand with the management to derive annual budgets, forecast revenues and create meaningful dashboards to track not only variance, but also sources of variance. For smaller finance departments we can implement a full close process and provide oversight and guidance to your employees.

Finance Excellence Program

Finance departments are facing more demands than ever before. With the current regulatory environment, complex system considerations including interoperability of disparate software packages, external and internal reporting needs, governmental and regulatory requirements, board and executive level reporting, and other expectations, overwhelm many finance departments. This places increasing workloads and demands on employees, which often leads to high turnover rates, costly transitional periods, and little time to focus on improving processes, reviewing systems, and training.

We help form and augment the Finance department, review systems requirements, put in place controls, policies and procedures, and review staff skill sets. We work closely with the Chief Financial Officer and the executive staff to identify key requirements within the Finance department, make recommendations regarding hiring and training, and work with existing staff to improve the effectiveness of the department.