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Disaster recovery services co. needs to clean up reporting ​

Key metrics:
  • Built sponsor-required reports in an efficient timeline​
  • Automated reporting process for updated reports on a go-forward basis ​
Value levers pulled:
  • Stakeholder reporting and KPI development​
  • 13-week liquidity forecasting​
  • FP&A process redesign and implementation

Picture this...

You’re a leading provider of disaster recovery services for commercial clients affected by unforeseen interruptions to operations (like hurricanes, fires, flooding, etc.). You’ve recently been acquired by a sponsor who is laser-focused on accelerating value through operational excellence and has a standardized finance onboarding process for their portfolio companies that requires weekly and monthly reports be delivered in an accurate and timely manner. You need help meeting your new sponsor’s expectations. ​

You turn to Accordion.

We work alongside your management team to drive the onboarding process—designing, implementing, and streamlining reports based on guidance from your sponsor. We:​

  • Identify the appropriate output templates and content for each report. ​
  • Determine what relevant business performance data (both financial and operational) is available, or could become available, as reporting and tracking improves. ​
  • Outline standardized data sets that could be extracted from your systems, significantly reducing the time required to update each report. ​
  • Build automated models to easily produce weekly operational and financial flash reports, 13-week cash flow forecasts, monthly profit and loss flash reports, and monthly financial and operational reviews to be used at board meetings.​
  • Update 13-week cash flow forecast to include downside case to monitor COVID-19 impacts. ​
  • Conduct multiple training sessions for each report and provide templates for management to simulate the update process themselves. ​
  • Assemble thorough user guides for each report for transition to management, and for future training as you build out your finance team. ​

Your value is enhanced.

You effectively define and build the required reports in an efficient timeline, including aligning the various stakeholders around required content and KPIs. Automated to the extent possible, the reporting process enables you to update reports on a go-forward basis, with minimal time commitment. At the end of the engagement, you’re able to seamlessly take ownership of the reports and update process. ​

Enhanced value:

You reap multiple benefits, including:

  • Built sponsor-required reports in an efficient timeline​
  • Automated reporting process for updated reports on a go-forward basis ​​​