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Financial Systems Makeover
Task
To integrate financial operations with a newly acquired company in common service centers: – Develop a 100-day roadmap to shared service center financial structure;– Terminate a $4M monthly transition services agreement (TSA);– Migrate the legacy financial system to a company owned platform.
Solution
Perform full-scale integration of financial systems after the merger of two companies:– Developed a new “lift and shift” plan;– Served as an intermediary to end TSA and gain permission to duplicate the present Oracle infrastructure;– Assisted in implementing Oracle and Hypergion systems and upgrading staff's professional skills.
Results
Ended reliance on $4 million monthly TSA;
Integrated financial systems for the newly merged company that happen to be three times bigger of its original size;
Improved financial IT infrastructure ensuring more robust predicting and budgeting.
Services We Provided
Financial planning;
Economic capital management;
Risk assessment.
"Throughout this project, PPG Financial was responsive and adaptable to the various changes that occurred, while remaining focused and productive. Additionally, PPG Financial has a sharp understanding of our business processes and technology environment, which has offered us the added benefit of not disrupting our own staff during this important integration."
Anthony White
Program Director, BeSafe
- EXPERTS -
Appointed Experts
Edna Webster
Senior Financial Planner
Expertise: Global Risk, Corporate Finance, Lender Advisory, Financial Planning
Patrick Pool
Sr. Private Wealth Advisor
Expertise: Corporate Finance, Lender Advisory, Strategic Communications, Global Risk
Ann Perry
Financial Advisor
Expertise: Global Risk, Corporate Finance, Lender Advisory, Strategic Communications