Automation, optimization and rationalization of the financial reports

  • Practice
  • Team

1 Finance Consultant, 1 Business Analyst, 1 Project Manager & 1 Senior Director

  • Technical environment
Optimized automation
between business, accountings and management or statutory reporting
Single view
for management and financial Data
Huge time savings
for financial team at closing time
  • The company needed help identifying avenues for automation, optimization and rationalization around the financial reports produced as well as ensure continuity in FP&A (Financial Planning & Analysis) operations, such as the production of financial reports and all daily activities.
  • The client engaged us to temporarily manage monthly operations and implement a solution to automate and optimize financial reporting.
  • We acted as advisors and analysts.
  • We were able to successfully analyze and map the data sources, build efficient reporting and deploy a more efficient FP&A process to the business users.


  • Smooth transition in FP&A operations, from budget to financial close
  • FP&A process improved by shortening the cycle time to produce management reports