Data Mining and Ad-Hoc Report Preparation

You need to extract and analyze large volumes of financial data that is dispersed across spreadsheets, databases and other software. But you are unsure of the best methods to organize and present the data solution. I use logic and critical thinking to turn large volumes of data into a summarized data solution you can use to make informed decisions.

Financial Modeling & Automation

Most ‘canned’ system reports do not help you answer specific ‘what if’ scenarios. Financial statement modeling allows you to analyze your business plan under different hypothetical situations. Through logic and critical thinking, I generate pro-forma financial statements that are in a format familiar to you, so you can review how industry specific economic variables could affect your company.

Merger & Acquisition/Divestment Data Integration

Employees don’t always have the expertise needed when combining or separating financial data during mergers, acquisitions or divestment activity. You need specific expertise to keep financial data accurate during this critical period. As an independent consultant, I’ve helped many clients with custom data solutions during these activities.

General Ledger & Subledger Conversion

During mergers, acquisitions, divestments, ERP upgrades or complete software changes, data must be converted from one system to another and then tested for integrity. Using logic and critical thinking, I set up solutions to automate data entry from your subledgers and outside processes to the general ledger via interface protocol. Then I test these interfaces for accuracy during implementation and periodically throughout the cycle.

Audit Support & Clean Up

An unavoidable – and often mandated business task – is the financial audit. Whether quarterly or annual, external or internal, the audit can be time consuming. I help with

• pre-audit preparation so you can confidently go into an audit; and
• post audit clean-up to implement audit suggestions and reduce time and fees during the next audit.

Budgeting, Forecasting & Planning

Publicly held companies use budgets and periodic forecasts to help provide guidance to Wall Street analysts and investors. Privately held companies use budgets and forecasts to help predict cash-flow and future profitability. I use analysis, logic and critical thinking to prepare and ensure accuracy on these reports so stakeholders can make informed financial decisions.

Special Projects

When long standing accounting issues need to be addressed immediately, I analyze the situation using logic and critical thinking then solve the issues in a timely manner.