Projects
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
Results:
- 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%
