The engagement
We assist finance and compliance teams with process reviews, reporting design and the use of digital tools. Responsibilities for system implementation, access, approvals and data quality are defined at the outset.
Scope of work
- Finance process automation assessment
- Business intelligence and reporting dashboards
- ERP and digital finance process advisory
- Financial data analysis and reconciliations
- Reporting controls and implementation coordination
Engagement deliverables
Deliverables may include a process map, reporting specification, dashboard or implementation action plan. Technology vendors and management retain their agreed responsibilities.
How the work begins
- Describe the requirement. Identify the entity, proposed transaction or matter and any deadline.
- Review acceptance and scope. We assess the facts, competence, independence and other relevant professional requirements.
- Agree written terms. Confirm responsibilities, records, deliverables and the intended use of the work.
Common question
Does automation remove the need for review?
No. Data quality, access controls, approvals and review procedures remain necessary.