A wealth management firm working on acquisition in international markets.  Entities being acquired bring in complexities such as different general ledger (ERP), chart of accounts, reporting requirements, enterprise billing and expense workflows, culture, intercompany flows hard to manage.

Conducted a Day 1 diagnostic across all three entities — mapping data flows, identifying reconciliation breaks, and assessing local compliance requirements. Established a unified COA framework with local extensions. Designed intercompany elimination logic and implemented a consolidated reporting structure in the core ERP. Finance leads in each jurisdiction trained on the new process.

Consolidated view reliable for the first time across all three entities. Intercompany reconciliation reduced from a 3-week manual process to 2 days. Local compliance requirements maintained without separate reporting tracks. Finance team capacity generated for additional acquisitions, re-directed work focus towards analytics and further automation.