Addressing the Priorities Facing Banking CFOs

Alliance supports financial institutions navigating:

  • Complex financial and regulatory reporting
  • Month-end and quarter-end close
  • CECL-related processes and financial analysis
  • Internal controls and SOX readiness
  • Audit support and remediation
  • Finance systems transformation
  • Data quality and reporting challenges
  • M&A and integration
  • Financial planning and profitability analysis
  • Process automation
  • Interim finance and accounting leadership
  • Specialized accounting talent needs

Addressing the Priorities Facing Banking CFOs

Alliance supports financial institutions navigating:

  • Complex financial and regulatory reporting
  • Month-end and quarter-end close
  • CECL-related processes and financial analysis
  • Internal controls and SOX readiness
  • Audit support and remediation
  • Finance systems transformation
  • Data quality and reporting challenges
  • M&A and integration
  • Financial planning and profitability analysis
  • Process automation
  • Interim finance and accounting leadership
  • Specialized accounting talent needs

How Alliance Supports Banking Organizations

Our professionals work alongside accounting, finance, risk, operations, technology, and executive leadership to execute high-priority initiatives without losing sight of the controls and accuracy required in a highly regulated environment.

Common Banking Projects We Support
• Property and corporate accounting support
• Financial close optimization
• Financial and management reporting
• CECL process support
• Reconciliations and accounting remediation
• SOX and internal controls
• Audit readiness and support
• ERP and financial systems transformation
• Finance data and reporting improvements
• M&A accounting and integration
• FP&A and profitability analysis
• Process automation
• AI readiness and use-case development
• Interim controller and finance leadership
• Specialized accounting resource augmentation

How Alliance Supports
 Banking Organizations

Our professionals work alongside accounting, finance, risk, operations, technology, and executive leadership to execute high-priority initiatives without losing sight of the controls and accuracy required in a highly regulated environment.

Common Banking Projects We Support
• Property and corporate accounting support
• Financial close optimization
• Financial and management reporting
• CECL process support
• Reconciliations and accounting remediation
• SOX and internal controls
• Audit readiness and support
• ERP and financial systems transformation
• Finance data and reporting improvements
• M&A accounting and integration
• FP&A and profitability analysis
• Process automation
• AI readiness and use-case development
• Interim controller and finance leadership
• Specialized accounting resource augmentation

Banking Client Success

• Business Systems & Transformation

REIT

Integrating Finance Operations Following a Complex Acquisition

Accelerated Integration

Unified accounting operations under an aggressive timeline

Stronger Finance Operations

Improved processes, reporting, and financial consistency

Alliance provided experienced accounting and finance support to help a REIT integrate a newly acquired family-owned business operating on different systems, processes, and accounting practices. Working within an aggressive timeline, Alliance helped align financial operations, establish consistent processes, and support a smoother transition while allowing the internal team to remain focused on critical day-to-day priorities.

REAL ESTATE

• ACCOUNTING ADVISORY

ENERGY COMPANY

Strengthening Financial Readiness for a Critical Capital Raise

Reduced Risk

Stronger accounting processes and controls

Greater Readiness

Improved capital raise preparation

Alliance provided senior-level accounting support to help a growing energy company strengthen financial processes, controls, documentation, and reporting ahead of a capital raise. The engagement reduced financial risk, improved the quality and consistency of investor-facing information, and increased speed to market without overburdening the internal team.

ENERGY

• ACCOUNTING ADVISORY

PUBLIC Consulting Firm

Saved 60 Hours Per Month: Leveraging AI to Drive Automation

GL Manager

Interim Support

60 Hours Saved

AI Automation

What started as an interim GL Manager fill, evolved when Alliance identified a broader challenge with the client’s reconciliation of intercompany revenues and expenses. Alliance improved accuracy and reliability of data while deploying a new AI process to improve the close process.

GovCon

Questions Banking CFOs Are Asking

Efficiency and control should not be competing priorities. Banks can improve finance operations by standardizing processes, reducing unnecessary manual work, improving system integration, clarifying ownership, and automating well-defined activities while maintaining appropriate review and governance.

Potential applications include variance analysis, management reporting, reconciliations, document review, forecasting, and repetitive analytical processes. Financial institutions should evaluate data security, governance, controls, and regulatory considerations before scaling AI use.

Successful transformation typically begins with processes rather than technology. Banks should identify pain points, define future-state requirements, evaluate data and reporting needs, establish controls, and then determine how systems and automation can enable the desired operating model.

Outside support can be valuable during acquisitions, audits, system implementations, regulatory initiatives, periods of turnover, transformation projects, or any situation where the required expertise or capacity exceeds the resources available internally.

Need specialized expertise to strengthen financial operations, manage regulatory demands, or modernize your banking organization?

Need specialized expertise to strengthen financial operations, manage regulatory demands, or modernize your banking organization?