industry
Business Services

Supplying an SC&O co. with a scalable finance and accounting platform ​

Context

A leading PE-backed supply chain consulting group needed clarity on how to strengthen its Finance & Accounting foundation to support rapid growth. A decentralized global operations structure, fragmented processes, limited visibility, and non-scalable tech stack were hindering performance.

Value Created

Improved F&A maturity​
with clear baselines, benchmarks, and priority gaps​
Scalable month-end close & reporting​
for repeatable, timely PE-ready reporting ​
Aligned global operating model​
to define roles, governance, and structure for growth​
Phased transformation roadmap​
with prioritized initiatives to drive standardization and technology enablement​

People

VALUE LEVERS

  1. Finance Operating Model
  2. Organizational Design & Role Clarity
  3. Global Governance & Regional Execution​​

HOW WE DID IT

  • Ran diagnostic workshops and 15+ stakeholder interviews across NA, Europe, LATAM, and India
  • Defined future-state themes (centralization, standardization, enablement)
  • Designed departmental structure, roles, and recommended hires
  • Established operating model principles focused on global governance with regional execution

Process

VALUE LEVERS

  1. Supply Chain Optimization
  2. Pricing Excellence
  3. Revenue & EBITDA Growth

HOW WE DID IT

  • Completed a rapid 4-week F&A diagnostic to assess current-state maturity
  • Mapped L2C, P2P, and R2R processes and identified key pain points (manual work, decentralization, intercompany issues)
  • Designed a scalable near-term month-end close process
  • Conducted gap analysis across processes, controls, and reporting

Technology

VALUE LEVERS

  1. System Consolidation
  2. Intercompany & Reporting Tooling

HOW WE DID IT

  • Reviewed ERP landscape, reporting packs, IFRS templates, and data sources to assess fragmentation
  • Deployed technology and volume surveys to benchmark system performance and cost
  • Identified tech enablers including system consolidation, intercompany tooling, and enhanced reporting capabilities