Project Management

ERP Migration

Data Mapping & Migration Planning – Identifying and mapping financial data from the old system to the new ERP, ensuring accuracy and completeness during the transition
Chart of Accounts Setup – Defining and configuring the new ERP’s chart of accounts to align with the company's financial structure and reporting requirements.
Data Validation & Testing – Conducting thorough data validation and testing to ensure financial data is accurately transferred and functions properly in the new ERP system.
User Training & Documentation – Training finance teams on the new ERP system’s features and processes, and creating user documentation to ensure smooth operation post-migration.
Compliance & Regulatory Review – Ensuring that the new ERP system adheres to local tax, accounting, and regulatory requirements for financial reporting and compliance.
Post-Go-Live Support & Monitoring – Providing ongoing support and monitoring post-migration to resolve any financial data issues and ensure system optimization.

Financial Due Diligence – Conducting a comprehensive analysis of the target company's financial statements, liabilities, and operational performance to assess its financial health and risks.
Valuation & Deal Structuring – Performing financial valuations (e.g., discounted cash flow, market multiples) to determine the fair value of the target company and structuring the deal terms (payment, financing).
Integration Planning & Financial Synergies – Developing a detailed financial integration plan to align systems, operations, and processes, while identifying and capitalizing on potential cost savings and revenue synergies.
Regulatory Compliance & Reporting – Ensuring compliance with financial regulations, tax laws, and reporting requirements throughout the M&A process, including filings with local authorities and tax reporting.

Financial Analysis & Performance Assessment – Analyzing the company’s financial performance, identifying areas of weakness (e.g., cash flow, profitability), and evaluating restructuring options to stabilize finances.
Cost Reduction & Efficiency Measures – Identifying and implementing cost-cutting strategies, such as reducing overhead, optimizing operations, and streamlining processes to improve profitability during the restructuring phase.
Cash Flow Management & Forecasting – Improving liquidity by closely monitoring cash flow, adjusting forecasts, and ensuring the business can meet financial obligations during the restructuring period.

Accounts Payable Management – Processing and managing vendor invoices, ensuring timely payments, and maintaining accurate records of all transactions.
Accounts Receivable & Collections – Managing customer invoicing, tracking outstanding payments, and coordinating collections efforts to ensure healthy cash flow.
General Ledger & Journal Entries – Recording financial transactions in the general ledger, ensuring accuracy, and maintaining compliance with accounting standards.
Payroll Processing – Managing payroll for employees, including calculating wages, deductions, and ensuring compliance with tax regulations.
Financial Reporting & Reconciliation – Preparing monthly, quarterly, and annual financial reports, performing reconciliations, and ensuring accurate financial statements.
Tax Compliance & Reporting – Ensuring timely filing of tax returns, maintaining accurate tax records, and ensuring compliance with local, state, and international tax laws.
Process Optimization & Automation – Continuously improving finance processes through automation and streamlining workflows to increase efficiency and reduce errors.

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