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A clear plan, aligned processes, and consistent reporting, ensures a smooth transition and a finance function that supports the combined business for the long-term.
Here’s how I support post-merger integration:
Integration roadmap: A structured plan to guide the transition and keep everyone aligned. Set clear priorities, timelines, and responsibilities so the integration happens in a controlled, transparent way. This ensures leadership and teams know what’s coming and when, reducing uncertainty across the business.
Accounting alignment: Consistent policies and standards for clean, accurate financials. From chart of accounts harmonisation to closing processes, lets make sure both businesses are speaking the same financial language. This creates confidence in reporting and avoids issues that can arise from misaligned practices.
FP&A alignment: Bring forecasting, budgeting, and performance tracking into one view. Aligning FP&A means creating a consistent approach to planning and analysis, so leadership has reliable insights and can make informed decisions with confidence.
Process and business assessment: Identify overlaps, gaps, and opportunities to streamline. Highlight areas where integration can drive real value. The goal is to keep what works, remove duplication, and build a stronger, simpler operating model.
Systems and access: Ensure technology, tools, and user access support the combined business. Assess which systems to keep, where integrations are needed, and who needs access to what. This avoids delays, manual workarounds, and security risks, keeping the business running smoothly through the transition.
Reporting: Deliver timely, accurate internal and external reporting to stakeholders. From management reports to statutory accounts, we’ll design reporting that meets both regulatory needs and leadership expectations. This gives clarity, builds trust, and keeps stakeholders informed at every stage
Whether you’re preparing for Day 1 or facing challenges after a deal, I’ll help you manage the transition and build a finance function ready for the future.