What We Do
Current state assessment
Future state operating model design, including a transformation roadmap
- Process redesign and optimization
ERP and system selections
Workflow automation, including close, planning, reporting, and AP/AR processes
Organizational change management
Talent assessment and org redesign
Acquisition integrations, including shared service models
Project Management & PMO support
What we do
Current state assessment
- Future state operating model design, including a transformation roadmap
- Process redesign and optimization
ERP and system selections
Workflow automation, including close, planning, reporting, and AP/AR processes
Organizational change management
- Talent assessment and org redesign
Acquisition integrations, including shared service models
Project Management & PMO Support
Frequently Asked Questions
Oftentimes, yes. Many of the inefficiencies we find in finance functions aren’t system limitations, they’re process design problems that could be solved without new technology. Alliance assesses both and gives you an honest picture of what needs to change and what doesn’t. We have no incentive to recommend a system replacement if a process fix is the real solution.
We begin with a comprehensive analysis of the current state, identifying pain points, manual processes, and operational inefficiencies. From there, we align on future-state goals and organizational priorities, then develop a clear, strategic roadmap to achieve them.
We focus on the workflows that consume the most time in a typical finance function including close and reconciliation processes, management reporting and distribution, planning and consolidation cycles, and accounts payable and receivable workflows. These are areas where automation delivers fast, visible results and where the investment tends to pay back quickly.
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• BUSINESS SYSTEMS & TRANSFORMATION
NATIONAL NONPROFIT
A Strategic Back-Office Roadmap for a Nonprofit Navigating a Funding Model Shift
6
Business functions assessed
1
Prioritized future-state roadmap delivered
A national nonprofit shifting from public to private funding needed its back-office operations assessed and a clear path forward defined. Alliance evaluated HR, Finance, Accounting, Fundraising, Legal, and IT and delivered a structured roadmap to right-size operations while preserving scalability for future growth.
NONPROFIT
• BUSINESS SYSTEMS & TRANSFORMATION
GLOBAL COMPANY
ERP Readiness and AI-Enabled Process Design for a Global Finance Transformation
100%
ERP deployment readiness achieved
0
CBA configuration gaps at go-live
A global facility management organization needed to redesign processes, manage change, and validate payroll configuration ahead of a large-scale ERP deployment. Alliance assessed the operating model, designed AI-enabled future-state workflows, delivered a change management plan, and cleared critical CBA and payroll gaps before go-live.
FACILITY MANAGEMENT
• BUSINESS SYSTEMS & TRANSFORMATION
PUBLIC COMPANY
Aligning People, Process, and Technology for a Deltek Costpoint Transformation
5
Core functions redesigned
1
Unified operating model delivered
A publicly traded government contractor needed to align its operations with a Deltek Costpoint implementation. Alliance conducted business process redesign across five core functions, built and executed a full change management plan, and partnered on joint workshops to drive stakeholder alignment and successful system adoption.
GOVERNMENT SERVICES
Case Studies
Real results for real finance teams. See how we’ve helped companies close faster, scale smarter, and transform their office of the CFO.
• 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
