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Post-merger integration in finance

The agreement is signed. Now two finance organisations need to work together every day. FinanceInterim supports the integration of account structures, closing processes, reporting and systems, with clear responsibilities between finance and IT.

Keep finance operating

Payments, closing and reporting need to continue during integration. We establish which processes should be combined first and where temporary arrangements are needed. Dependencies and responsibilities are recorded in a shared plan.

Build a common understanding of the numbers

Different account structures and definitions create reconciliation work. Integration tasks include account mapping, a common closing calendar and aligned reporting requirements. Consolidation and management reports need a consistent basis.

Coordinate systems with finance and IT

ERP landscapes, interfaces and BI connections follow the business requirements. Data quality, responsibilities and checks must be agreed before a transition. In a carve-out, the team must also identify the data and processes that need to be separated from the previous organisation.

Lead implementation

FinanceInterim coordinates the teams involved, follows up on open issues and prepares decisions. Progress is reviewed against agreed milestones and usable results. Documentation and handover to ongoing operations form part of the integration plan.

Questions about the assignment

Does integration include systems?

Yes. The scope can cover organisational finance integration after an acquisition or merger as well as ERP interfaces, data flows and BI connections. The specific scope is agreed for each assignment.

Related expertise

Read the related practical guide

Discuss the next step

In a free initial consultation, we discuss your situation and the scope of support. Switzerland and DACH, on site, hybrid or remotely.