Partners In Results
The next phase in my 30+ year career is Partners In Results, where we help customers navigate their changes and drive results.
Below are some natural areas where we may be able to help your organization.
Each is described in "large project" scope. But if your circumstances are smaller -- for instance you need help with a few reporting areas or development of a single tool, as compared to a full Finance Transformation -- we can still help.
Similarly, if one of these headings doesn't quite match your specific circumstances, let's talk about it.
Areas Where We Can Help
Interim Executive Roles
Financial Planning & Analysis
M&A Preparation and Support
It's not uncommon for there to be a hole in the team, for many reasons
- Someone has moved on
- You initiated a parting of ways
- There is an unaddressed skills gap
- You're growing into, or an investment creates, a need (new product or geography, or M&A)
Maybe plugging the hole on an interim basis is the right answer. Let Partners In Results upgrade the team to support your organization the way you need it to.
Logical interim roles for us include
- Chief Financial Officer
- Controller
- VP of Finance
- VP of Financial Planning & Analysis
- Investor Relations
- Operational Excellence / Process Improvement
- Finance Transformation
M&A Preparation and Support
Financial Planning & Analysis
M&A Preparation and Support
M&A transactions often fail to achieve their objectives, including from misaligned expectations and integration missteps. Beyond that, buying and selling businesses is resource intensive! Existing staff can get stretched from workload or lack of expertise.
Does it make sense to supplement your permanent staff with extra M&A support? Partners In Results can help.
We've covered most elements of Mergers Acquisitions cycle, and can plug in and help you in these areas
- Pre-Sale preparation / readiness
- Proforma Modeling
- Due Diligence
- Deal Closing Administration (audits, cash adjustments, closing / opening balance sheets, lender administration, ...)
- Post Merger Integration
- Carve Out Execution
Financial Planning & Analysis
Financial Planning & Analysis
Accounting Processes & Controls
Gaps in FP&A - whether in basic reporting, analytical insights and decision support, or forward looking forecasting - are some of the most common we hear in companies from all industries and life cycle stages.
Partners In Results has deep experience building and managing these processes. Let us help you upgrade your FP&A capabilities.
These are just some of the areas we can help:
- Missing or Untimely Reporting
- Responsibility Reporting (reporting doesn't align with department or business unit ownership)
- Revenue Cycle Reporting (bookings, backlog, revenue, retention/churn)
- Profitability Measurement (by business unit, product, customer, or geography)
- Activity Based Costing
- Budgeting (next fiscal year)
- Forecasting (current year or rolling XX months)
- Strategic Planning (multi-year)
- Key Performance Indicator (KPI) Dashboards and Scorecards
- Data Warehouses or FP&A Systems
Accounting Processes & Controls
Accounting Processes & Controls
Accounting Processes & Controls
Sound transaction processing, accounting, and internal controls are the foundations for compliance, fraud prevention, and higher value FP&A insights. Gaps in the foundation can be costly, through compliance issues, fraud, poor client and employee experience, and lack of scale economics.
Partners In Results can help build or upgrade Accounting processes, shared services, and controls so you capture operating synergies.
Need help in these areas? Let's talk!
- Payroll
- Accounts Payable
- Travel & Expenses
- Accounts Receivable
- Fixed Assets
- Cost Accounting
- Billing
- Revenue Recognition
- General Ledger
- Account Reconciliations
- GAAP v. Statutory Reporting
- Shared Services
Systems & Tools Implementation
Accounting Processes & Controls
Systems & Tools Implementation
Gaps in transaction processing, accounting, and FP&A are often intertwined with shortcomings in the systems and tools infrastructure that underpin those processes.
Whether it is simple tweaks to existing tools, turning on additional functionality that may already be available in your current tools, or upgrading the tools, Partners In Results can help.
We have been the functional experts leading installation of single process systems (e.g. Travel & Expenses, or FP&A reporting tools), all the way up to large ERPs.
Other Areas of Expertise
Accounting Processes & Controls
Systems & Tools Implementation
There are many additional areas where Partners In Results may be able to help. Let's talk about your specific needs!
- Finance Team Build / Rebuild
- Finance Transformation Initiatives (team, processes, systems/tools)
- Cash and Working Capital Management Processes
- Investor Relations
- Operational Excellence and Process Improvement Initiatives
- Corporate Governance
- Banking Relationships
- Restructuring Plans
- Compliance Programs: SOX, government contracting (e.g. FAR+), international statutory, corporate transparency (and similar new requirements)