Transformation
From regional to global finance function
Private equity backed global group, 20+ operating and holding entities
20+entities on consistent balance sheet reconciliations
The challenge
After a private equity transaction, finance moved from regional teams to one global function. Charts of accounts, reconciliations and intercompany processes differed by region, causing errors, delays and audit issues.
What I did
- Standardised the global chart of accounts and ran workshops with regional teams to embed it.
- Built consistent reconciliations across 20+ entities, automated with SQL and Spreadsheet Server, with regional training and monthly reviews.
- Centralised intercompany charging and reconciliation, with automated invoicing and real-time reporting.
- Ran the transfer pricing RFP and implemented a global model allocating costs to local entities.
The result
A faster, consistent close with full intercompany support, and smoother local, regional and global audits.
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