Case Study Two: Merger & ERP Implementation

ERP / Financial Transformation

Details

A high-growth global manufacturing company in the electronics industry was merging with a public company (large accelerated filer) while simultaneously implementing a new ERP system, creating significant operational, reporting, and technical accounting challenges.

Engaged by executive management to provide accounting leadership and stabilize finance operations across multiple departments during the merger and ERP implementation, including oversight of financial reporting, audit readiness, and resolution of technical accounting and tax matters.

• Stabilized finance operations across multiple functions during rapid growth and transformation
• Resolved significant deficiencies and complex financial reporting and technical accounting matters
• Supported audit readiness and successfully met increased reporting and compliance demands
• Led resolution of technical tax and impairment issues impacting financial statements
• Minimized exposure in multiple state sales tax audits through effective challenge and defense strategies
• Supported hiring and transition of new finance leadership, including Controller, post-transformation