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Close & Consolidation Solution Implementation

The Accordion Approach

Accordion designs systems to drive comprehensive and transparent global close processes. Working with clients from strategy to implementation, our experts configure and customize the CPM/EPM system to meet the business requirements. Here’s how:

CPM/EPM Strategy & Project Guidance

We engage early to best align finance and business processes with technology requirements.

Software Selection & Assessment

We take a “tech-agnostic” approach to assisting clients with software selection and road mapping.

Process Improvement

Our consultants bring more than tech expertise; we’re able to advise on best practices in finance, accounting, and operations.

Data & Systems Integration

By connecting the data behind the scenes, we make manual data collection/consolidation more automated and seamless.

Managed Services & Support

We have a dedicated onshore managed services team that helps augment client teams in both technical and functional areas.

Performance Tuning

If a new system is not required, our consultants are able to optimize existing technology to improve efficiency and scalability.

Featured Case Study

When two hospital networks merged to become the largest not-for-profit healthcare ministry in the US, they needed a a financial EPM platform to integrate both companies – and they turned to Accordion for help.

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David Tomney

Following a sizeable merger of healthcare companies, we engaged Accordion to assist with the chart of accounts transformation and alignment of our Oracle EPM applications. Focused on growth and scalability, Accordion redesigned our close processes to streamline reporting, broaden end-user capabilities, and reduce strain on the system administrations team. This resulted in an increase in application performance, and Accordion remains our trusted partner.”

David Tomney
System Director of EPM, Large Hospital System

By successfully implementing CPM/EPM systems, Accordion's solutions enable clients to:

  • Automate the data consolidation, financial analysis, and month-end close:

    • Close Process Improvement & Automation
    • Cash Flow Statement Automation
    • Data Flow Optimization
    • Task Management
    • Account Reconciliation & Compliance
  • Scale, standardize, and automate the reporting processes:

    • Mergers & Acquisitions Reporting
    • Intercompany Tracking & Reporting
    • Statutory & Pro Forma Reporting
    • Business Management via Improved Metrics & KPIs

Meet (Some of) Accordion's CPM/EPM Experts

Joe Stasi
Joe Stasi
Managing Director, Consolidations Team Lead

Joe is a Managing Director and the Consolidations Team Lead within Accordion’s CFO Technology Practice. He has more than two decades of corporate close process experience. Before joining Accordion, Joe was a co-founder of Platform Specialists (acquired by Accordion in 2022), a boutique consultancy focused on delivering client solutions for operational and financial intelligence.   Read more

Kristin Tutchstone
Kristin Tutchstone
Solution Lead

Kristin is a Solution Lead with more than more than five years of experience deploying business solutions that deliver meaningful value to Finance teams. She is certified in multiple CPM/EPM systems and has served as Developer and Analyst for clients ranging from mid-market to Fortune 500.  Read more

Accordion Deliverables

  • Gather and define solution requirements (working with key stakeholders)

  • Manage implementation of selected software

  • Design and configure systems

  • Conduct data validation and user acceptance testing

  • Provide user training and documentation, as well as ongoing support (as needed)

Need Close & Consolidation Support?

Our team is here to help (from strategy through implementation).