Acquisition Integration (30 entities)
PE-backed multi-site healthcare • $400M
Challenge
The client had completed 30 acquisitions over several years, each with disparate accounting systems, reporting frameworks, and financial processes. This created significant challenges in consolidated reporting, visibility across the organization, and maintaining GAAP compliance.
What We Did
- Led end-to-end integration across 30 acquired entities
- Standardized technology stack: Power BI for reporting, Concur for expense management, Stampli for AP automation
- Aligned consolidated GAAP reporting and reconciliation processes
- Created unified chart of accounts and reporting structure
- Trained finance teams across all entities on standardized processes
Outcome / Impact
- Unified financial visibility across all entities
- Reduced manual reconciliations by 70%
- Decreased month-end close time from 20+ days to 10 days
- Improved accuracy in leadership reporting and forecasting
- Enabled scalable processes for future acquisitions
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