Thought Leadership

The Finance Review

This company was evolving and continuing on a rapid growth rate organically and through the completion of multiple acquisitions. The finance organization recognized the need to shift their role within the organization as the business model continued to evolve. In early 2007, core members of the company’s finance groups met to refine their vision. Through multiple work sessions, the outcome focused on an increased emphasis on providing “value-add” to the organization, primarily by providing timely and accurate information.

The organization was faced with overcoming a number of challenges in order to realize the stated vision. Challenges ranged from informal policies and procedures to reliance on manual processes which often resulted in inconsistent data.