Leverage our financial systems consultants to achieve your goals.

Our financial systems consultants provide third-party perspective and expertise to enterprises that want to implement better technology or improve their usage of existing systems.


There is no easy choice, no one-size-fits-all solution.

And with so many options — from SaaS to on-premise, general or industry-specific packages, fully integrated enterprise systems to highly specialized transaction-type specific software — it’s no wonder that organizations wrestle with dozens of questions as they navigate the decision-making process in systems selection, during implementation and post go-live.

Some of the Things We Do

  • Enterprise needs assessment
  • Project Management of Implementation of cloud-based and on-premise financial systems such as NetSuite, Dynamics, Oracle Fusion, Oracle Cloud EPM Planning, Anaplan, Planful (formerly Host Analytics) and Workday Adaptive Planning, including:
    • Evaluation & documentation of “as is” and “to be” states
    • Definition of user requirements
    • A methodical, systematic and well-documented systems selection process including management of scheduling and content of as many rounds of product demos as are required for ERP, CPM/EPM and other bolt-on reporting and analytical tools.
    • Negotiation of Service Level Agreements with integrators and software firms
    • Project Management of the implementation including ensuring external integrators, the software firm and internal client participants are accountable and on schedule
    • User Acceptance Testing
    • User Training
    • Post go-live “hyper care” as required

Completed Financial Systems Consulting Projects

Implemented NetSuite as a billing system interfacing with a custom billing engine, including 22 multi-currency subsidiaries at a content delivery company.

Created model for the automatic reconciliation and upload of QuickBooks activity into SAP for a publicly held technology company.

Managed the software selection for a new ERP and Expense Reimbursement solution for entertainment publishing company.

Project managed Oracle Fusion (Cloud) implementation, including system configuration, chart of accounts re-design, business unit segmentation, data mapping, UAT and testing to go live at pre-IPO tech company.

Chief Finance Lead for HFM (Hyperion Financial Management) and Hyperion Essbase 2.0 software implementation, including the oversight of the successful migration of data, analytics and processes from Oracle to HFM and from Hyperion Essbase 1.0 to 2.0.

Championed conversion of equity compensation accounting and administration from Excel to an external, cloud-based software solution, EquityEdge, including creation of infrastructure to capture and appropriately report data for proper accounting and dividend calculation, validation of historical data and ongoing management of appropriate individual participant account balances for publicly held REIT.

Created automated reporting table and chart dashboards in Anaplan for private equity backed B2C SaaS company. These dashboards included variance comparisons, YOY growth trend lines, water fall net bookings and unit breakdowns, annual (past, current and future) trend lines and version analysis.

Developed MS Project VBA application to auto-generate timeline and milestone reporting for project team communication for national restaurant company (e.g., online weekly agendas, important dates section, key project documents section, functional area document libraries).

Designed and implemented ERP update of Oracle EBS for cost accounting module, including gap analysis, development of user requirements and process flows for a pharmaceutical company.

Led evaluation and selection process to identify a dynamic Budget, Planning & Forecasting SaaS solution to integrate existing ERP, HR, and event planning systems and replace static MS Excel-based spreadsheets for large publicly held entertainment company.

Managed integration responsibilities for the Finance department of a $500M consumer products company during the implementation of NetSuite, including working with internal and external resources in the configuration of forms, records and workflows, working with internal and external software programmers in the design and QA of custom programs, and gathering information from various Finance team members to develop more effective reporting and enhanced processes.

Designed process for 820 EDI (cash application) and worked with internal software developers to automate functionality in NetSuite, including the reporting for improved analysis and process validation.

Built financial statement modeling for migration from QuickBooks (by company) into NetSuite (by Product Family), including re-allocation of audit adjustments by quarter, more detailed segmentation by product family and detailed SG&A allocation by department for a multi-level marketing company.

Completed Workday HRIS General ledger mapping and file export implementation for a social media company. Reversed and manually rebuilt 3 months of inaccurate payroll data for 7 payroll periods of roughly 800 people. Constructed comprehensive bridge file showing full traceability of data reversed and replaced. Successfully reconciled majority of the significant accounts.

Oversaw and performed all Finance function tasks for Ultimate Software’s Ultipro HRIS implementation and integration to Oracle EBS, including GL integration strategy, all earnings & deduction code mappings to GL accounts, earnings and deduction code testing in the payroll files and configuration and testing of integration to JP Morgan for payroll ACH file transmission.

Wrote all test scripts and performed all testing on behalf of accounting/finance in support of a successful MRO integration with Oracle EBS.

Implemented Excel4apps GL Wand (general ledger reporting) and Reports Wand (Oracle sub-ledger reporting) reducing month-end variance analysis time by days leading to a more timely and accurate close for publicly held technology company.

Implemented the Oracle Cash Management module with full integration to bank using automated file transfers to clear payments in Oracle and reconcile cash daily. This removed several hours of manual cash reconciling work from the month-end close for $300M publicly held company.

Assessed feasibility of managing weekly revenue flash forecasts in Salesforce system, including development of standardized requirements.

Project managed the implementation of an automated billing system, Zuora, including the development of custom reports and the integration of an integrated sales tax collection system, Avalara, at VC-backed SaaS company.

Advised on methods to streamline, increase accuracy and improve security of MBO (Management of Objectives) consolidation, reporting and distribution process by shifting reliance from Excel to in-house databases (Essbase) and third-party compensation applications for private equity-backed retailer with over 10,000 employees.

Developed Data Mining & Reporting GUI using Access/SQL/VBA, resulting in one-stop shop replacing legacy process that required multiple platform usage.

Implemented fully-automated monthly reporting process using VBA to extract salient data from 300+ deals to feed centralized data repository in SQL backend.

Assisted with the migration of stock compensation programs from Option Ease to Shareworks and from Shareworks to Morgan Stanley Sapphire and FAS systems including fixing migration issues and errors and creating reconciliations of share and compensation expense calculation differences.

Does your current financial systems environment support efficiency and scale?

To learn more about our Financial Systems Consulting, please contact us.