Fluid Financial Reporting

Project Detail

Client: Financial accounting team for an international holding company in the financial services sector

Opportunity: Streamline international financial reporting, forecasting, and accounting research processes, and redesign the organizational structure to drive maximum value of information to executives and local business units

Approach: Inventoried and measured processes; standardized deliverables; deployed a new organization design; established performance measures and controls


  • Established regional teams to drive resource-sharing and align the team with its customer groups
  • Deployed a “matrix” organization where key resources shift between analysis and reporting teams throughout the month
  • Created research prioritization and tracking process/tools – Reduced staffing by 10%

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