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You Need The Right Expertise For Your Financial Projects. Here's How I Help You:

Financial Project Specialist
  • System Implementation & Optimization

  • Business Process Improvement

  • Expedited Closing & Reporting

  • System Implementation & Optimization

    You need someone in your corner, who ensures you're getting maximum value from your system.

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    Business Requirements, RFP Creation, Software Selection

    If you're in the market for a new financial/ERP system, I help you get your ducks in a row from the start. From analyzing your current processes...to figuring out your future processes...to finding the right software - I help you start off on the right foot. 

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    Implementation Advisor

    Implementation consultants don't always understand your business, and your users often don't understand systems. This leads to misunderstandings and delivery disappointments. I straddle both camps and speak both languages, so I  ensure that project deliverables meet your business requirements, as well as the scope and intent of the project.

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    System Optimization

    I help you get the most out of your financial system, by making sure that your processes are automated as much as possible, to avoid manual work. Also by ensuring that you're maximizing the functions you paid for, and bespoke systems and auxiliary systems are fully integrated, so you don't have to duplicate efforts across systems. 

    Business Process Improvement

    Your people run your processes. Both must operate with maximum efficiency and effectiveness.

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    Process Improvement

    Engaging key stakeholders, I design (or redesign) your business processes, lead the implementation of improvements, and assist with change management. What you get: savings in time and effort, from processes that operate with maximum efficiency and integration with your systems.

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    Process Controls

    In addition to making your processes more efficient, I see to it that they conform with internal control guidelines, so you can rest assured that they are as secure as possible. 

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    Roles & Responsibilities

    Who's-doing-what is almost as important as what's being done. I ensure that the right people have ownership of each portion of the process. This makes things work smoothly, especially inter-departmentally.  

    Expedited Closing & Reporting

     Month-ends that run like clockwork make both your department and your stakeholders happy.

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    Fiscal Close Streamlining

    Leveraging my work on your business processes, I extend those efficiencies to your close. The result: an organized, streamlined close, with the shortest timeline possible.  

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    Financial Consolidation

    Are you doing your consolidation on Excel? I help you to automate your consolidation in your system. No more worrying about spreadsheet errors!

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    Reporting

    I help you to fully exploit your system's reporting capability - or with new reporting tools. You and your stakeholders get the information you need, whenever you need it.

    Schedule Your Consultation Now!

    Let's Talk About Your Situation And How I Can Help You.

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