Planning & forecasting
Driver-based planning and rolling forecasts built on drivers your operators actually control, rather than last year plus a percentage.
Plan, close & consolidate
Enterprise Performance Management
A close you can shorten again next year.
Planning, budgeting, forecasting, consolidation, close, dashboards, and reporting in Oracle Cloud — built on entity and account structures that hold up before the tool goes anywhere near them.
Overview
Most finance teams do not have a reporting problem. They have an ownership problem: the plan is built by one group, the actuals are closed by another, and the two only meet in a reconciliation nobody enjoys. The tool that gets bought to fix that usually inherits the split rather than closing it.
This engagement covers the whole cycle — plan, forecast, consolidate, close, report — as one design, with a named owner for every driver and every account. We fix the entity and account structures first, then build on them, then run a parallel close and reconcile to the penny before anything is decommissioned. What you get back is a process your team can tighten each year, not a configuration only its authors understand.
Where it fits
Oil & GasIndustrial ManufacturingEPC
What we do
Inside EPM
Consolidation & close
Intercompany eliminations, currency translation, and ownership-based consolidation, with an audit trail on every rule instead of a workbook only two people understand.
Account reconciliation
Reconciliations moved out of spreadsheets into a controlled, evidenced process, so close status is a fact rather than an email thread.
Structure & master data remediation
Chart of accounts, entity hierarchy, and ownership rationalization — the work that decides whether everything above is even possible.
Dashboards & management reporting
Executive and operational dashboards built on the consolidated numbers finance closes on, so the board pack and the ledger cannot disagree.
Narrative & statutory reporting
Narrative reporting and disclosure packs assembled from the same source as the consolidation, with the commentary and the figures updated together.
Outcomes
What clients keep after we leave
$27m
Overhead removed for a nationwide healthcare provider, with sales up 8%
Traceable
Every elimination rule evidenced, not remembered
Structure first
Hierarchies fixed before the tool is configured
Explore other services
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Let’s talk about your epm program
Tell us what it looks like today. We will tell you, plainly, what it would take to fix it — before you sign anything.