Aligning Financial Operating Models to ERP Reality

Senior-led advisory focused on financial process architecture, governance, and ERP alignment — not accounting services, but structured finance transformation.

ERP systems execute financial processes. When those processes are unclear, poorly structured, or misaligned with governance requirements, the system amplifies risk rather than reducing it.

We help organizations define, rationalize, and optimize their financial operating model so ERP systems support control, visibility, and measurable business value.

This service is ERP-agnostic and business-focused. It is not bookkeeping, tax, or outsourced accounting. It is financial process architecture aligned to enterprise systems.

Request a Finance Advisory Discussion

What This Service Is — and What It Is Not

What It Is

ERP Finance Operating Model Advisory focuses on:

  • Financial process design

  • Governance alignment

  • Control architecture

  • Data structure strategy

  • Reporting model integrity

  • ERP-to-finance alignment

We evaluate how finance operates across departments and how that operating model should be reflected in ERP systems.

What It Is Not

This is not:

  • Tax preparation

  • Audit services

  • Bookkeeping

  • Financial statement preparation

  • CPA or outsourced accounting services

We advise on financial operating structure and ERP alignment — not transactional accounting work.

Core Financial Process Architecture

We support structured evaluation and design of:

Record-to-Report (R2R)

  • Period close structure

  • Journal governance

  • Consolidation alignment

  • Reporting cadence

Procure-to-Pay (P2P)

  • Approval hierarchy

  • Vendor governance

  • Invoice control

  • Three-way match alignment

Order-to-Cash (O2C)

  • Revenue flow alignment

  • Billing controls

  • Receivables governance

  • Revenue recognition structure

Inventory & Costing

  • Costing methodology alignment

  • Valuation strategy

  • Cost flow integrity

  • Operational-financial reconciliation

Fixed Assets & Capital Governance

  • Capitalization policy alignment

  • Asset lifecycle structure

  • Depreciation governance

Financial Governance & Controls

Your ERP cannot compensate for weak financial governance.

We help organizations clarify:

  • Segregation of duties structure

  • Approval workflows

  • Internal control mapping

  • Audit readiness alignment

  • Policy-to-system traceability

  • Close discipline and accountability

The objective is financial integrity embedded in system design.

Financial Data Architecture

Data structure determines reporting quality.

We advise on:

  • Chart of Accounts design

  • Dimension strategy

  • Cost center hierarchy

  • Legal entity structure

  • Intercompany model

  • Reporting hierarchy alignment

  • Management reporting architecture

These decisions directly impact:

  • ERP configuration

  • Reporting reliability

  • AI-readiness

  • Scalability

Business Integration Across Functions

Finance does not operate in isolation.

We evaluate how finance integrates with:

  • Supply Chain

  • CRM and revenue operations

  • Project accounting

  • Multi-entity operations

  • Multi-currency environments

  • Field and service operations

This ensures ERP alignment supports operational reality.

When to Engage ERP Finance Operating Model Advisory

This service is particularly valuable when:

  • ERP implementation is struggling in finance

  • Financial close cycles are extended

  • Reports lack trust or consistency

  • Chart of accounts is overly complex or misaligned

  • Inventory costing is unreliable

  • Governance is unclear

  • ERP recovery is required

  • AI initiatives require clean financial structure

  • CFO leadership needs clearer system alignment

Finance clarity reduces enterprise risk.

Relationship to ERP Lifecycle

This service commonly precedes or integrates with:

  • ERP Readiness Assessments

  • Dynamics 365 Implementations

  • ERP Recoveries

  • Optimization initiatives

  • AI-Enabled ERP strategies

Financial process architecture provides the foundation upon which system success depends.

Outcomes You Can Expect

Organizations that engage this advisory service gain:

  • Clear financial governance structures

  • Reduced ERP configuration ambiguity

  • Stronger internal controls

  • Shorter close cycles

  • Reliable reporting

  • Improved audit posture

  • Greater executive confidence

Most importantly, finance becomes an intentional operating model — not a reactive administrative function.

Senior-Led Advisory

Our advisory work reflects experience across:

  • Full ERP implementations

  • Distressed recoveries

  • Optimization programs

  • Governance redesign initiatives

  • Multi-industry operating models

We approach financial process architecture as part of enterprise transformation — not isolated system configuration.

Start With a Conversation

Every financial transformation initiative begins with clarity.

We begin with an exploratory discussion to understand:

  • Your financial governance model

  • Your ERP landscape

  • Your reporting challenges

  • Your strategic objectives

From there, we determine the appropriate advisory scope.

Request a Finance Advisory Discussion
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